Tucker Bria is structured to focus on your needs and the benefits of coordinating your life goals and aspiration with your estate attorney, CPA and your other trusted advisors. For this reason, each partner strives to be the one phone call you make when either a major life event occurs or when there is just a routine question about your current financial strategy.
But we don't just work with your trusted advisors.
Our advisory model is about family: parents, children, and grandchildren. We, like you, deal with life events such as: raising a family, putting kids through college, caring for aging parents, managing our careers, death, divorce, planning for the future, and serving and worshipping in our communities. We understand how life events impact your financial wellness.
This is why chose our firm motto to be: Because life alters wealth(r).
Additional office located at:
225 North Bennet Street
Suite C
Southern Pines, NC 28387
Phone: (910) 693-0032