Laurels

Best Financial Advisors in Charlotte
2021

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

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Modera

  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Modera Wealth Management is an investment planner and financial advisory service in Charlotte that serves local individuals, families, medical professionals, executives, business owners, and retirees. Its services include retirement/life transitions, income tax strategy, investment management, estate planning, and family wealth transfer. It also offers risk management solutions and philanthropic planning. Modera Wealth Management was established by Gary Greenbaum of Greenbaum & Associates in 1983 as a fee-only advisory firm. In 1995, Greenbaum enters into a partnership with Tom Orecchio.

7615 Colony Road
Charlotte, NC 28226

Website

Parsec Financial

  • Certified Financial Planner (CFP)

Parsec Financial is a registered investment advisor (RIA) that offers investment management, financial planning, tax planning, trust services, and business retirement services to over 1,890 families and businesses. Founder Bart Boyer started the firm in 1980 out of the lower level of his home before opening his first office in 1987 on Wall Street. Over 40 years later, the firm now has six offices across the state, one of which is in Charlotte.

227 West Trade Street
Charlotte, NC 28202

Website

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