Areas served

Where we work

Based in Mooresville, working throughout Iredell County and the greater Charlotte metro.

Our office is in Mooresville, and most clients live within about thirty minutes of it. We meet in person to begin with, then handle ongoing reviews by phone or in person, whichever you prefer. Counties served include Iredell County, Mecklenburg County, Lincoln County, Cabarrus County, Rowan County.

Iredell County

Mooresville, NC

Our home office, and the community where the practice has grown by word of mouth for years.

Davidson, NC

A short drive down Highway 115, and home to many of the families we work with.

Cornelius, NC

Lakefront households balancing property, retirement income, and legacy questions.

Huntersville, NC

Pre-retirees planning the transition out of Charlotte-area careers.

Troutman, NC

Neighbors just north of Mooresville, often planning around small business and farmland.

Statesville, NC

Long-standing Iredell County families with multi-generational planning needs.

Denver, NC

West-side Lake Norman households looking for an advisor close to home.

Concord, NC

Cabarrus County retirees coordinating pensions, Social Security, and savings.

Salisbury, NC

Rowan County clients who value an unhurried, in-person relationship.

Kannapolis, NC

Households planning retirement income after long careers with regional employers.

What we help with in each community

Retirement Planning
A clear picture of what your retirement income looks like, year by year.
Investment Management
Disciplined portfolios built around your goals, not around headlines.
Estate Planning
Making sure what you have built passes on the way you intend.
Tax Strategy
Reducing lifetime tax drag, not just this April's bill.
Insurance & Risk Management
Covering the handful of events that could undo years of saving.

Have a question? Just call.

No forms to fill out first, no obligation. A short conversation usually tells us both whether we are a good fit.

Call (704) 664-6772