Our Mission

“Helping families create and enrich their legacy for generations to come.” ONST is a local company that is trustworthy and personalized in providing you financial services that will safeguard your legacy. Our primary focus is our service and relationship with you and listening to your needs and concerns.

Our Services

Old North State Trust (ONST) focuses on growing wealth and preserving legacies by building and maintaining relationships with our clients and other professionals we partner with, such as attorneys and CPA’s. We put our clients first by listening and providing creative solutions to meet their needs. ONST specializes in Trust Services, Trust Administration, Estate Settlement, and Investment Management.

Our Philosophy

Old North State Trust brings distinction in objectivity and expertise to fee-based services with an intense focus on quality customer service. Trustworthiness is the cornerstone around which we have built our company. This is the one characteristic of our business philosophy that has been emphasized from the beginning, and about which one hears most often. In addition, honesty, integrity, and fairness characterize our service and dedication in meeting the financial goals of our clients.

Let’s Get Started

Have you created your Legacy Plan? You can design your Legacy Plan with one or more of our Services here at Old North State Trust. Download and fill out your Legacy Information Packet here for your family and friends to get you started. If you have any questions, please call  336-646-6678 or email Old North State Trust for more information.

What People Say About Us

“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.”


“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.”