Our Services

Our team has the knowledge, experience, and resources to administer trusts objectively while keeping in mind the wishes of the creator of the trust and the needs of the beneficiaries.

As fiduciaries, we create and manage tailored investment strategies based on robust research, a disciplined process, and clients' goals and objectives.

Our team has the knowledge, experience, and resources to administer trusts objectively while keeping in mind the wishes of the creator of the trust and the needs of the beneficiaries.

We serve as Administrative Trustees in partnership with investment advisors outside of Old North State Trust.

With a story built on legacy, ONST works with families to create a personalized, dynamic guide to share values and transfer wealth to future generations.

Providing advisory services for company retirement plans. Additionally, our team manages and oversees individual retirement accounts for long-term financial security.