--- title: Bogue Sound Financial | Morehead City Financial Advisor description: Personalized financial planning, retirement, and wealth management for families and small businesses in Morehead City and coastal North Carolina. image: https://boguesoundfinancial.com/hubfs/Logo%20(002).png --- [Skip to content](https://boguesoundfinancial.com#main-content) [![Bogue Sound Financial](https://boguesoundfinancial.com/hs-fs/hubfs/theme/bogue_logo_white.png?width=169&height=80&name=bogue_logo_white.png "Bogue Sound Financial")](https://boguesoundfinancial.com/?hsLang=en) - [Our Promise](https://boguesoundfinancial.com/#our-promise) - [Our Services](https://boguesoundfinancial.com/#our-services) - [Our Approach](https://boguesoundfinancial.com/#our-approach) - [Our Team](https://boguesoundfinancial.com/#our-team) - Resources Show submenu for Resources - [Market Insights](https://boguesoundfinancial.com/market-insights) - [Planning Tools](https://boguesoundfinancial.com/planning-tools) - [Compound Interest Calculator](https://boguesoundfinancial.com/compound-interest-calculator) - [Client Login](https://boguesoundfinancial.com/client-login) - [Get in Touch](https://boguesoundfinancial.com/contact-us) - [Our Promise](https://boguesoundfinancial.com/#our-promise) - [Our Services](https://boguesoundfinancial.com/#our-services) - [Our Approach](https://boguesoundfinancial.com/#our-approach) - [Our Team](https://boguesoundfinancial.com/#our-team) - Resources Show submenu for Resources - [Market Insights](https://boguesoundfinancial.com/market-insights) - [Planning Tools](https://boguesoundfinancial.com/planning-tools) - [Compound Interest Calculator](https://boguesoundfinancial.com/compound-interest-calculator) - [Client Login](https://boguesoundfinancial.com/client-login) - [Get in Touch](https://boguesoundfinancial.com/contact-us) # Are you prepared to live the life you want? We help chart your unique path to retirement and stay with you as life changes along the way. [Get In Touch](https://boguesoundfinancial.com/contact-us?hsLang=en) The Bogue Sound Promise ## We provide a personalized financial planning experience with no pressure and no one-size-fits-all solutions. Just a trusted partner who **listens** first, **builds a plan** around your goals, and **stays with you** every step of the way. #### We Start by Listening ![Listening Bogue Sound Financial](https://boguesoundfinancial.com/hubfs/Listening.svg) Before we talk about numbers, we want to understand your goals, your timeline, and what you are actually working toward. #### Your Plan is Yours Alone ![Your Bogue Sound Financial Plan](https://boguesoundfinancial.com/hubfs/Your%20Plan.svg) There is no template for your life, and there should not be one for your financial plan. #### We Connect the Dots ![Retirement planning north carolina connecting dots](https://boguesoundfinancial.com/hubfs/Dots.svg) We help you bridge the gap between a lifetime of saving and a retirement you can confidently step into. #### We Make the Complex Feel Manageable ![Simplification of financial planning](https://boguesoundfinancial.com/hubfs/Simplification.svg) Our job is to bring clarity to the questions that keep you up at night and make sure you leave every conversation feeling informed and confident. #### We Are Here When Life Changes ![Adjusting plan with life changes](https://boguesoundfinancial.com/hubfs/Changes.svg) When things shift, we adjust the plan with you and we are always a phone call away when something comes up. #### We Show Up for Our Community ![NC-community](https://boguesoundfinancial.com/hubfs/NC.svg) We are not a national firm managing you from a distance. We live here, we work here, and serve as a resource for the people and families of Morehead City and coastal North Carolina. ### Our Services We offer a full range of financial services to the families, individuals, and small businesses of Morehead City and coastal North Carolina. Whatever you need, we have the tools, the expertise, and the right partners to help you succeed. - ###### Financial Planning - ###### Wealth Management - ###### Retirement Planning - ###### Estate Planning - ###### Life & Long-Term Care Insurance - ###### Small Business Solutions Financial Planning - Understand your full financial picture, from income and assets to goals and priorities - Connect the dots between where you are today and where you want to be - Build a plan designed around your life, not a generic formula - Revisit and adjust as your circumstances change Wealth Management - Make smart, informed decisions about your assets with personalized guidance - Access a depth of resources and expertise that goes well beyond most local firms - Work with an experienced team invested in your long-term success Retirement Planning - Answer the questions that matter most: Can I retire when I want? Will my money last? - Build a clear picture of what retired life can look like - Help you move from building wealth to living the life you want with confidence Estate Planning - Ensure your financial picture supports your wishes - Coordinate alongside your attorney and other trusted advisors - Make sure nothing important gets left to chance Life & Long-Term Care Insurance - Review and evaluate your existing coverage to make sure it still fits your needs - Advise on what makes sense as part of your broader financial plan - Help you plan for the unexpected, including serious health events or long-term care needs - Protect your assets and your family if life takes an unplanned turn - Educate and advise first — we're a resource, not a sales pitch Small Business Solutions - Retirement planning for you and your employees - Strategies to protect the business you've built - Guidance on your personal financial picture as a business owner - A trusted resource for the financial questions that come with running a small operation ### Our Services We offer a full range of financial services to the families, individuals, and small businesses of Morehead City and coastal North Carolina. Whatever you need, we have the tools, the expertise, and the right partners to help you succeed. ###### Financial Planning - Understand your full financial picture, from income and assets to goals and priorities - Connect the dots between where you are today and where you want to be - Build a plan designed around your life, not a generic formula - Revisit and adjust as your circumstances change ###### Wealth Management - Make smart, informed decisions about your assets with personalized guidance - Access a depth of resources and expertise that goes well beyond most local firms - Work with an experienced team invested in your long-term success ###### Retirement Planning - Answer the questions that matter most: Can I retire when I want? Will my money last? - Build a clear picture of what retired life can look like - Help you move from building wealth to living the life you want with confidence ###### Estate Planning - Ensure your financial picture supports your wishes - Coordinate alongside your attorney and other trusted advisors - Make sure nothing important gets left to chance ###### Life & Long-Term Care Insurance - Review and evaluate your existing coverage to make sure it still fits your needs - Advise on what makes sense as part of your broader financial plan - Help you plan for the unexpected, including serious health events or long-term care needs - Protect your assets and your family if life takes an unplanned turn - Educate and advise first — we're a resource, not a sales pitch ###### Small Business Solutions - Retirement planning for you and your employees - Strategies to protect the business you've built - Guidance on your personal financial picture as a business owner - A trusted resource for the financial questions that come with running a small operation ### Our Approach #### Step 1: Discovery and Alignment Every relationship starts with a conversation. We use a simple questionnaire as a framework, not to check boxes, but to really listen and understand what help you need. From there we determine how we can best serve you, introduce you to the full team including our partners at Sollinda Capital Management, and set a clear path forward together. #### Step 2: Financial Plan Design Once we know what we're working toward, we begin building your plan. Think of it like designing a house. There are a lot of ways to get where you want to go. We'll walk you through our recommendations, talk through the options, and fine-tune things until the plan actually fits your life. #### Step 3: Put the Plan to Work With a plan you feel good about, we move into action, opening accounts, and setting everything in motion. This is where our work together starts to take shape. #### Step 4: Stay the Course, Together A good plan isn't something you set and forget. Life changes and your plan should too. We check in at least once a year and we're here whenever something comes up that might call for a change in direction. A new job, a health event, a shift in your goals. Whatever it is, we'll revisit the plan, and make sure you're still on the right path. ### Our Team ![](https://boguesoundfinancial.com/hubfs/Gavins%20Headshot.jpeg) Gavin Langley, AIF® Financial Advisor and Founder Gavin founded Bogue Sound Financial in 2016 after nearly two decades in banking and financial advising. His goal is simple, to provide the kind of personalized, honest guidance that bigger firms often overlook. He holds the AIF® designation along with Series 7 and 66 securities registrations, and lives in Morehead City with his wife Amanda, two kids, and their bulldog. [![](https://48939039.fs1.hubspotusercontent-na1.net/hubfs/48939039/theme/icon_linkedin.svg)](https://www.linkedin.com/in/gavin-langley-aif-b3a9b5187/) ![](https://boguesoundfinancial.com/hubfs/Heidis%20Headshot%20(office%20background).jpeg) Heidi Tucker Licensed Insurance Specialist Heidi brings nearly two decades of experience at Pfizer spanning sales, analytics, and market research, as well as advanced degrees in public health from UNC. She helps clients navigate life insurance and long-term care decisions with clarity and confidence. Her focus is on education and honest advice, not pushing policies. ![](https://boguesoundfinancial.com/hubfs/Jodis%20headshot.jpg) Jody Smith Office Administrator With 30 years in retail banking and over six years at Bogue Sound Financial, Jody is the glue that keeps the office together. A Morehead City resident for over 40 years, Jody makes sure clients feel welcome from their first step in the door. ### Our Strategic Partner When you work with Bogue Sound Financial, you have an entire team behind you. Our partnership with Sollinda Capital Management brings institutional-caliber investment management, comprehensive technology, and up-to-date market expertise to every plan and conversation. This partnership allows us to do what we do best — listen, build relationships, and provide personalized financial guidance — while giving you access to resources that most clients only find at much larger institutions. ##### Investment Management - Proprietary portfolios managed by experienced investment professionals - Access to institutional-caliber liquid investment strategies - Ongoing portfolio monitoring, rebalancing, and risk management - Timely market commentary - Regular market insights and analysis to keep your plan informed and current - Direct access to portfolio managers for strategy discussions when it matters ##### Technology and Operations - A seamless, integrated platform for account management and reporting - An enhanced client portal and mobile app so your financial picture is always within reach - Comprehensive financial planning tools that help us build and maintain your plan with precision - Efficient onboarding and account processes that respect your time ##### Institutional Support - A dedicated operational team handling the behind-the-scenes work so we can focus on you - Compliance and regulatory oversight built into everything we do - Access to family office level planning resources when your situation calls for it ### Get in Touch Let’s sit down together to learn about your goals and see if we are a good fit. [Set Up a Time](https://boguesoundfinancial.com/contact-us?hsLang=en) ![bogue_logo_white](https://boguesoundfinancial.com/hubfs/theme/bogue_logo_white.png "bogue_logo_white") Address 4206 Bridges Street Suite G, Morehead City, NC 28557 Phone Number 252-727-2147 Email gavin@boguesoundfinancial.com - [Our Services](https://boguesoundfinancial.com/#our-services) - [Our Approach](https://boguesoundfinancial.com/#our-approach) - [Our Team](https://boguesoundfinancial.com/#our-team) - [Get in Touch](https://boguesoundfinancial.com/contact-us) - [Compound Interest Calculator](https://boguesoundfinancial.com/compound-interest-calculator) - [Our Services](https://boguesoundfinancial.com/#our-services) - [Our Approach](https://boguesoundfinancial.com/#our-approach) - [Our Team](https://boguesoundfinancial.com/#our-team) - [Get in Touch](https://boguesoundfinancial.com/contact-us) - [Compound Interest Calculator](https://boguesoundfinancial.com/compound-interest-calculator) Sollinda Capital Management, LLC (“SCM,” “we” or the “Firm”) is registered with the Securities and Exchange Commission as an investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Access more information about our business practices in the SCM ADV which can be found via [this link](https://48939039.fs1.hubspotusercontent-na1.net/hubfs/48939039/pdf/SCM_FormADVPart2A.pdf) or by contacting our Chief Compliance Officer at (859) 287-1657. All content available on this Website is general in nature, not directed or tailored to any  particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a  recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of SCM as of the date hereof, which are subject to change  without notice at any time. SCM does not represent that any opinion or projection will be realized. Neither SCM nor any of its advisers, officers, directors, or affiliates represents that the  information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in  conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other  advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.  Securities are offered through Saxony Securities, Inc., Member [FINRA](https://www.finra.org/)/[SIPC](https://www.sipc.org/). [BrokerCheck - Find a broker, investment or financial advisor](https://brokercheck.finra.org/). 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