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Old North State Trust Culture

Mission & Values

Honesty

Be Above Board and Honest

"We do the right thing." The integrity of our team and our service allow us to build trusting relationships.

Relationships

Value Relationships

We spend time listening and learning what is important to others. It is our privilege and duty to always act in the best interest of our clients.

Success

Commit to Generational Success

Always looking ahead, we partner with families to help them accumulate wealth and transfer heritage from one generation to the next.

Kindness

Be Kind

We treat others the way we want to be treated. We are compassionate and understanding of each person’s unique situation.

Transparency

Handle the Tough Stuff

We are candid and open, not shying away from difficult conversations. We address challenges and work through intricate details to create tailored solutions in complex environments.

Appreciation

Appreciate our Teammates

Our greatest asset is our team. We create an encouraging environment and foster the growth of team members through education, guidance, and accountability.

Be Above Board and Honest

"We do the right thing." The integrity of our team and our service allow us to build trusting relationships.

Value Relationships

We spend time listening and learning what is important to others. It is our privilege and duty to always act in the best interest of our clients.

Commit to Generational Success

Always looking ahead, we partner with families to help them accumulate wealth and transfer heritage from one generation to the next.

Be Kind

We treat others the way we want to be treated. We are compassionate and understanding of each person’s unique situation.

Handle the Tough Stuff

We are candid and open, not shying away from difficult conversations. We address challenges and work through intricate details to create tailored solutions in complex environments.

Appreciate our Teammates

Our greatest asset is our team. We create an encouraging environment and foster the growth of team members through education, guidance, and accountability.

Helping Families to Create and Enrich their Legacy for Generations to Come

Meet Our CEO

Denis R. de St. Aubin

My great-grandfather’s simple business philosophy of taking care of employees and clients and being above board and honest motivates me daily. This philosophy and his principles have inspired our family for generations. At Old North State Trust our mission is to help other families pass on their legacy and values to future generations, just as my family’s values were handed down to me.

Let Old North State Trust help you create and enrich your legacy for your family and future generations.

Denis de St. Aubin

Meet Our Team

We've Dedicated Years
To Helping Families

Learn About Our Legacy

Read More

We Stay Active in Our Community

The Team at ONST embraces the need for involvement in our local communities just as the founding family members of Old North State did before us.  Read and see more of Old North State Trust's involvement in the community.

Learn More

Our Customers
Experiences

“We have enjoyed a great working relationship with Old North State Trust since 2012 in advising our Firm and the Firm’s Retirement Plan participants. ONST has provided excellent services. They go above and beyond to help us navigate through the many Plan options and strategies. In addition to their wealth of knowledge and experience, they are great communicators. The folks at ONST are able to take complex data and information and make it understandable and useful to the Plan Administrators and participants. We look forward to many more years working with ONST.”

-Paul

“I have had one financial advisor during my entire 35-year medical career. I wanted to extend the bandwidth to using a Self-Directed Sep IRA. I was referred to Susan and her team at Old North State Trust. It takes many years to trust anyone with my investments and after a relatively short time I knew they were the best. Accessible, family oriented, and caring about our individual needs. Down the road I moved additional funding to their managed account portfolio, and this move to them pretty much says it all.”

-Steve