The Best Financial Advisors in Charlotte.

Address: 11325 North Community House Rd Irby Building | Suite 410 Charlotte, NC 28277-0524

Phone: 704-716-1100

Website: https://www.alphafa.com/

At Alpha, we firmly believe that it all starts with having a clear vision of your unique goals. With this clarity, we combine objective advice and experience-led execution to bring the collective vision to life. We offer every client true peace of mind. We define peace of mind as a deeply rooted confidence that comes from feeling in control and knowing your financial plan is built on a foundation of increasing self-knowledge and awareness. It is at this critical juncture – the intersection of proactive planning and peace of mind – that we believe our clients have the highest potential to realize their goals. Our vision as a firm focuses on helping others achieve financial goals, as well as understanding of each client’s unique purpose, mission and values. We strive to empower clients by offering education, tools and resources aimed at facilitating clear communication and bringing definition to their ambitions and objectives. Each client has different ideas about what makes life great. We take the burden out of managing the financial details so clients can enjoy life’s journey and live out their unique purpose. We strive to be a force of calm, a navigator in the face of anxiety and uncertainty that all too often accompany financial success. Alpha Financial Advisors was founded in 2002. In the investment world, alpha represents a measure of performance on a risk-adjusted basis. In English, the word “alpha” is commonly used to mean beginning or first, reflecting the word’s origin as the first letter of the Greek alphabet. We chose the name Alpha because it speaks to our core belief and that is: Client interests always come first. By upholding the highest standards we are committed to making a lasting difference for clients and their families.

Address: 6101 Carnegie Blvd Suite 220, Charlotte, NC 28209

Phone: 704-358-3322

Website: https://www.moderawealth.com/

If you are looking for an experienced financial advisor in Charlotte, you’ve come to the right place. At Modera, our highly trained financial professionals have a wide breadth of industry experience and depth of expertise. We use a team approach to make sure that someone who understands your needs is consistently available to help you achieve your financial goals. Modera is committed to providing you with a broad range of services to address your entire financial life. Our North Carolina locations offer fee-only financial Advising in Charlotte and surrounding areas. Our organization exists because we want to help people achieve life goals. We stand apart in our transparency, availability, and commitment to our customers. We proudly operate as a fee-only financial advisor near you in Westwood, NJ. We are an independently-owned wealth management firm that acts as a fiduciary for its clients. We have built our organization in a way that puts our clients’ interests first, as evidenced by our fee-only fee structure and fiduciary responsibility.

Address: 1031 South Caldwell Street, Suite 200 Charlotte, North Carolina 28203

Phone: 704-377-0261

Website: https://braggfinancial.com/

Firm founder, Frank Bragg, Jr. grew up in the small town of Oxford, North Carolina. His father, Frank, Sr. was born in 1898 and grew up working long hard days in the tobacco fields of eastern North Carolina. Full of wisdom and stories, he taught Frank, Jr. that if you work hard and you’re honest and you take care of people, you’re ahead of 90% of the rest of the world. His simple philosophy is woven into our company culture. Find experienced, hard-working, highly educated, good people that do the right thing. Create a firm culture where people care for each other so that we can in turn provide the highest level of personal service to our clients. Frank Bragg founded the firm over 50 years ago when he moved to Charlotte. While the firm has grown and evolved over time, we remain true to our core principles of providing expert advice with the highest level of personal service and care. Our team of experts is committed to ongoing study and self-improvement. We have worked hard to earn industry designations in our chosen fields of study. Below are some of the designations that our team members hold.

Address: 1920 Abbott St. Ste. 300 Charlotte, NC 28203

Phone: 704-981-1228

Website: https://www.greenwaywealth.com/

Stretching through the heart of Charlotte, the Little Sugar Creek Greenway has become a hub of activity, providing urban residents with easy access to a natural landscape. In 2011, when Nick's son Theo was born, he spent his first three months in the NICU at Levine Children's Hospital, which sits adjacent to the greenway. Walks on the greenway offered the chance to decompress, and provided a bit of freedom from a difficult situation, and the opportunity to dream about what the future might hold. To us, the greenway embodies what we want to be as a firm: We offer our clients a place to slow down, discuss, and plan their financial future, helping to put them in a position to maximize their impact and ensuring they have the financial flexibility to make meaningful life choices. We believe in placing your best interests first. Therefore, we are proud to commit to the following five fiduciary principles: We will always put our clients' best interests first. We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional. We will not mislead you, and we will provide conspicuous, full and fair disclosure of all important facts. We will avoid conflicts of interest. We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

Address: 521 East Morehead Street, Suite 150, Charlotte, NC 28202

Phone: 704-333-6441

Website: https://signaturewealth.com/charlotte-nc-financial-advisors/

Signature Wealth Strategies is a wealth management practice serving families like yours with a hands-on, concierge level service. Our advisors help you confidently plan your financial future through comprehensive strategies and custom solutions. We believe that each client’s story is as unique as his or her signature, and their financial strategy should be too. Our custom planning process - The Signature Life Plan - helps you get clear on your financial status, set big life goals, and work to make that life a reality. Signature Life Plans are developed by our Wealth Advisors, all of whom have advanced education and extensive planning and investment experience. We aren't just advisors - we're parents, children, community leaders, and entrepreneurs. We take great pride in seeing our clients spending their time and money doing the things they love. When you have a plan, you can make decisions confidently. With the Signature Life Plan, your family’s future and your finances are not being left to chance. During our planning process you’ll: Assess your current reality and get your arms around where you are right now. You'll learn where your money is and where it goes. We’ll ask thoughtful questions and will help uncover potential issues you may not have considered to help you define your financial and life goals, in real simple terms. We'll work with you to create a strategy to move you forward. We’ll outline the steps you'll take and will walk you through our implementation process.

Address: 6135 Park South Drive Suite 510 Charlotte, NC 28210

Phone: 704-276-7325

Website: https://www.calamitawealth.com/#

Todd Calamita is a fee-only financial planner located in Charlotte, North Carolina. Calamita Wealth Management provides comprehensive and objective financial planning and fiduciary investment advice to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial planner, Todd Calamita is never paid commissions of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice as a wealth advisor. Your finances, your future – that’s the passion behind Calamita Wealth Management. Whether you’re just starting to plan for retirement or you’re living the dream, we’re here to help you reach your financial goals through our comprehensive financial planning and investment management services. We help individuals not just in Charlotte, but all of North Carolina and across the country with comprehensive financial planning, investment management, estate planning and tax planning. You can count on us as your Wealth Advisor to listen and be forward thinking and accountable to your needs as well as to provide customized and innovative fiduciary solutions specifically with you in mind. No off-the-shelf financial planning here. No more guessing if you’re on the right financial path. We partner with you to create a wealth management plan for life, and refine it all along the way. We guide you in making smart choices with your money. We are your retirement planning partner. That’s our passion. It’s that simple.

Address: 6201 Fairview Road Suite 200 Charlotte, North Carolina 28210

Phone: 571-643-3331

Website: https://www.merceradvisors.com/locations/charlotte/

Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a financial advisor in Charlotte that best fits your needs. Our wealth advisors strive to understand your financial situation and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey. Our Charlotte financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including: - Retirement planning - Trusts and estate planning - Tax planning and return filing - Insurance analysis - Long-term care/Medicare planning - Company retirement plans - Social security optimization - Tax-efficient investing - Socially responsible investments - Foundations & non-profits - Donor advised funds & charitable trusts - Education/college planning - Cash-flow/budget optimization Our office serves clients who live and work in Charlotte and the surrounding areas. Whether it’s socially responsible investing, the complexity of executive compensation and equity plans, or retirement and tax strategy, our team focuses on what is important to our clients lives and the goals they want to achieve. With the many twists and turns our lives take, having families, changing jobs, becoming single, our advisors can ensure you are always on track to achieve Economic Freedom.

Address: 6201 Fairview Road Suite 200 Charlotte, NC 28210

Phone: 740-440-4508

Website: https://www.tristatefa.com/Charlotte,-North-Carolina-Office.2.htm

At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents. As a branch of the Florida Financial Advisors company, we are a full-service comprehensive financial and wealth management firm with a keen focus on helping our clients realize their dreams. We take a personalized approach and work together with you to navigate your financial strategy. To us, it is vital that we work with you to not only identify your current financial situation but anticipate what the future may bring: private school, a boat, a beach house, a business venture. We know that planning for the future is all in the details, with a special focus on your career as the most important cornerstone. We take a holistic approach and factor in your company's benefits package to ensure you are maximizing your financial future. Our Commitment to you: We provide advice that serves your needs and your needs only. We are prompt in our response, and pride ourselves on great communication. We will continually meet and make small adjustments to your planning to avoid costly mistakes. We promise to provide you with the very best in financial planning and exemplary customer service. We are a group of highly trained professionals committed to helping you achieve your needs and goals in life. We look forward to truly getting to know you, so we can work together with you to develop a financial plan that fits with your path in life.

Address: 1370 Briar Creek Rd Charlotte, NC 28205-6271

Phone: 704-536-3423

Website: https://jhgfinancial.com/

JHG Financial Charlotte NC was founded on the principle that an in-depth, hands-on understanding of your current financial situation is vital to helping you make well-informed decisions about your financial future. We strive to simplify the decision-making process, paring down the many choices of investment products to those that fit your financial objectives, your time horizon and your tolerance for risk as measured against your short and long-term goals. Putting our experience and expertise to work for you, we protect Charlotte’s blindsides by identifying appropriate options and developing a comprehensive financial program that includes integrated retirement, education, estate planning as well as insurance, investment and wealth management. We provide you with unbiased conflict free advice based solely on your needs and aspirations. We are able to give you guidance that is truly objective, with a commitment to transparency. JHG Financial has no proprietary investment products to recommend and no vested interest in promoting a particular product or service to our Charlotte NC clients.. Our only interest is that your investment program meets your needs and objectives so that we can continue to maintain your trust in us, building a confident, long-lasting relationship. Contact us to learn more about how we can help make your financial life easier – and get you where you want to go and protect your blind sides against unexpected life events. JHG Financial Advisor.

Address: 5960 Fairview Road, Suite 400 Charlotte, NC 28210

Phone: 704-365-4867

Website: https://beaconpointe.com/contact-us/north-carolina-charlotte/

Beacon Pointe is a Charlotte based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Charlotte focuses on full service financial planning and research driven investments. Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning. We look forward to connecting with you virtually or at our Charlotte office to see how best we can assist you with your investment portfolio and financial planning needs. Beacon Pointe Advisors is the largest female-led Registered Investment Advisory firm (RIA) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. Our mission is to provide comprehensive, objective investment and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies. We look to further enhance our clients’ lives and missions through the alignment of their wealth and what matters most.