# Dreher Financial Partners
Source: https://planprovider.pro/provider/dreher-financial-partners

> Fee-only investment advice is the core of Dreher Financial Partners, an SEC-registered investment adviser headquartered in Southern Pines in North Carolina’s…

Retirement Plan Advisor

Southern Pines, NC

## About Dreher Financial Partners

<p>Fee-only investment advice is the core of Dreher Financial Partners, an SEC-registered investment adviser headquartered in Southern Pines in North Carolina’s Sandhills region, serving clients across the greater Fayetteville–Pinehurst–Southern Pines area.</p>

<p>The firm also operates as H.S. Dreher Capital Management, LLC and runs investment management with a “slow and steady” approach inspired by Aesop’s “The Tortoise and the Hare,” with an emphasis on compounding, risk management, and cost control. Dreher Financial Partners manages $0.1B in AUM (2026).</p>

<p>Clients work with a partner team that includes founder Sam Dreher, Managing Partner Tom Velevis, and Partner Michael White. Together they bring over 85 years of experience in financial planning and investment management. The firm positions its pricing as a fair, fee-only alternative to larger brokerage firms and bank trust departments.</p>

<p>As a <a href="/plan-advisors">plan advisor</a>, the firm offers 3(21) fiduciary services for plan sponsors who want help selecting and monitoring investments while retaining final decision-making authority.</p>

<ul>
<li>SEC-registered, fee-only investment adviser</li>
<li>Investment management built around long-term compounding</li>
<li>Partner-led planning and portfolio oversight</li>
<li>3(21) fiduciary support for retirement plans</li>
</ul>

Website: [https://www.interestoninterest.com](https://www.interestoninterest.com)

## Office Locations

- Southern Pines, NC (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $148.2M

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