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Find financial advisors in Charlotte

Financial planning is personal, and so is finding the firm that feels right. That’s why we have over 70 offices, including here in Charlotte. Our advisors understand where you’re coming from, because that’s where we’re from, too.

Speak with a financial advisor

Services you’ll find in Charlotte

  • Wealth Management & Preservation

    Get valuable guidance for complex situations like family foundations, trusts, and estate planning.

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  • Retirement Services

    Retire the way you want with tailored services from 401(k) guidance to pension planning and income strategies.

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  • Investment Strategies

    Our personal approach means creating an asset allocation that reflects your preferences and goals.

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  • Specialized Financial Services

    Gain clarity on your entire financial life with budgeting, legal, and tax and accounting services for your household.

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Our advisors are a partner in your corner, backed by the power of Goldman Sachs

  • Understand your mindset

    Your advisor goes deeper to see what shapes your view on money.

  • Your financial strategy

    Your advisor builds a plan based on your values, priorities, & beliefs.

  • Implement your plan

    Your advisor acts as a personal CFO, saving you time for what matters most.

Ready to start a conversation? We’re here to listen.

Conversation

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

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