Broker Check

About Us
Navigating What’s Next

Wackelin Financial is a wealth services firm based in Greenville, NC, serving individuals, families, and business owners. We specialize in planning around life events and providing straightforward, personalized guidance—so you can make decisions with confidence throughout every life stage and transition.

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Our Approach
Strategies For Any Market

Our approach to wealth management and retirement planning is structured yet flexible and always centered on you. We start with understanding your values, goals, and current circumstances, then create a plan that’s built to grow alongside you over the year.

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We Make Wealth Management Simple. Life is Complicated Enough.

We Make Wealth Management Simple. Life is Complicated Enough.

Whether you're preparing for retirement or pivoting after a major life event, we can help you make sense of your options and identify your next steps toward the future you want for yourself and your family.

Who We Serve

Independent Women

We specialize in planning around life events. Stay confident and in control as you navigate life’s planned and unplanned transitions.

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Small Business Owners

Build attractive employee benefits, plan your exit, and protect what you’ve built. See how we support business owners at every stage.

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Individuals & Families

From daily decisions to long-term legacy goals, we help families make confident decisions with practical, personalized planning.

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Pre-Retirees & Retirees

We design custom plans to help you turn your savings into income, manage risk, and stay on track—before and throughout retirement.

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Stay Informed At Every Turn

Access our educational articles, videos, calculators, and more. Our curated content covers a wide range of financial topics including wealth management, retirement planning, tax strategies, investing, and more.

Medicare At 65+

Medicare At 65+

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Trends in Charitable Giving

Trends in Charitable Giving

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The Utility of Sector Investing

The Utility of Sector Investing

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Retirement Is a Beginning

Retirement Is a Beginning

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Schedule a Consultation

Contact Us Today

Whether you’re facing a major transition or just ready for a clearer plan, we’re here to help. Let’s start the conversation and create a plan that’s built around you and your evolving needs.