Financial Advisors in North Carolina
Our team is dedicated to helping you find a sense of ease in your financial life so you can focus on what matters most.
Financial Planning and Investment Management in North Carolina
Our team members in Charlotte, NC and the surrounding areas work in collaboration with Abacus colleagues across the country to provide comprehensive wealth management services to individuals, families, nonprofits, and foundations, both in-person and virtually.
Areas of Experience
- Retirement Planning
- Socially Responsible & Impact Investing
- Tax Planning Assistance
- Insurance Analysis
- Estate Planning Assistance
- Education Planning
- Cash Flow Optimization
- Company Retirement Plans
- Social Security Optimization
- Tax Efficient Investing
- Long-term Care & Medicare Planning
- Donor Advised Funds & Charitable Trusts
Our Approach
At Abacus, we understand the considerable time and emotional energy spent worrying about truly having enough to achieve your most important goals. Both our innovative financial planning process and evidence-based investment strategy are designed to help clients stop worrying about money so they can fully experience life. We do this by:
Combining financial analysis with emotionally intelligent insights about where you are and what you value most.
Creating a comprehensive financial roadmap for your future that illustrates how we’ll help you reach your goals.
Providing actionable, values-aligned financial advice that helps give you meaning and purpose around your money.
North Carolina Financial Advisors
How Abacus is Expanding What’s Possible in Charlotte
We speak at educational workshops and seminars throughout the city, bringing awareness and empowerment around personal finance to as many people as possible. We enjoy giving back to our community through educational initiatives and pro bono financial check-ups.
Helping you bring balance to your financial life.
Reflections on 2025: Expanding What’s Possible
