Financial advisors in Charlotte

Your financial planning needs are unique. Our team will go deeper to understand your mindset and what shapes your view on money. Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center.


831 E Morehead Suite 350

Charlotte, NC 28202


M-F: 9am - 5pm


Meet our advisors

Cliff Porter

Managing Director

John Capets

Managing Director

Rand Gordon, CFP®

Managing Director

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

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