Financial Advisors in Charlotte
Located in downtown Charlotte, 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 Charlotte
Our Charlotte team members 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 Specialization
- Retirement Planning
- Socially Responsible & Impact Investing
- Tax Planning
- Insurance Analysis
- Estate Planning
- 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 have helped thousands of 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 gives you meaning and purpose around your money.
Charlotte 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 online financial literacy courses and pro bono financial check-ups.
Helping you bring balance to your financial life.
What the 2024 HSA Limit Increase Means for Your Finances
Trust Issues: How Estate Planning Can Impact Your Child’s Future
