Old North State Trust recently serving the community in our Lexington office.


Trust Services

Helping families create and enrich their legacy for generations to come

We pride ourselves on our ability to offer independent corporate Trustee services. Our professionals have many years of experience in trust and estate administration to help find the perfect solution for your family.




“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.”


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    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.