Best Financial Advisors in Charlotte

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Charlotte Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 188 125 31

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Greenway Wealth Advisors

  • Estate Planning

Greenway Wealth Advisors is an independent financial firm that serves clients in Charlotte. It provides custom-curated financial planning and investment services to individuals, families, and businesses. The firm assists clients with their savings, debt repayments, estate plans, insurance policies, and investments. It also offers a technology tool that allows clients to access their financial profiles online. The firm's founder, Nick Foy, has been in the financial management industry since 2007. Foy is also on the advisory board for the Dreamcatchers Society at Levine Children's Hospital.

1920 Abbott Street
Charlotte, NC 28203

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McShane Partners Wealth & Investment Advisory

  • Estate Planning

McShane Partners Wealth & Investment Advisory is a boutique firm serving high-net-worth individuals in Charlotte. It helps manage investments and assets through financial solutions, such as risk assessment, estate and trust planning, and charitable giving. In addition, it also offers socially responsible investing for clients seeking to build portfolios that are aligned with their personal values. The firm and its associates are members of several organizations, including the Financial Planning Association, the Social Investment Forum, and the CFA Institute.

338 South Sharon Amity Road
Charlotte, NC 28211