Values-Based Financial Advisor & Family Wealth Management in Charlotte, NC

We believe financial success isn’t just about numbers—it’s about clarity, confidence, and purpose. Based in Charlotte, NC, we help individuals, families, and business owners make informed financial decisions that align with their values and long-term goals.

What We Do

It’s easy to feel overwhelmed by decisions about investing, stewardship, and financial planning. Our job is to simplify the process and provide clear, personalized strategies that help you move forward with confidence.

Family Wealth Management & Planning in Charlotte, NC

Managing wealth is about more than building assets—it’s about ensuring financial security for future generations. We help families create solid plans that include:

  • Estate and legacy planning

  • Risk management and insurance reviews

  • Wealth transfer strategies that reflect your values

Comprehensive Financial Advising in Charlotte, NC

Financial planning is more than spreadsheets and projections. It’s about having a clear plan for your future and knowing how to balance personal and business finances with confidence. We guide our clients through:

  • Retirement and tax-efficient income strategies

  • Business financial planning for entrepreneurs

  • Personalized financial roadmaps for corporate executives

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Investing doesn’t have to be intimidating. Our evidence-driven approach ensures that your investments align with your financial goals and values. We provide:

  • Diversified, low-cost investment strategies

  • Faith-based and values-driven investing

  • Company equity and stock option planning

Investment Coaching & Management in Charlotte, NC

Stewardship & Wealth Coaching in Charlotte, NC

True financial success goes beyond wealth—it’s about being a good steward of what you’ve been entrusted with. We offer:

  • Generosity and charitable giving strategies

  • Business cash flow management and tracking

  • Accountability and financial coaching to help you stay on track

Values-Based Financial Planning in Charlotte, NC

Your values should be reflected in your financial decisions. We integrate your beliefs into financial planning with:

  • Values-informed investment strategies

  • Estate planning that honors your values and family

  • Charitable giving strategies designed to make an impact

Who We Serve

Small Business Owners

Entrepreneurs often find it tough to balance personal and business finances. We create a plan that connects the two, so your business supports your personal financial goals. Our financial dashboard gives a clear view of everything in one place.

Corporate Executives

Busy professionals don’t always have time to manage personal finances while focusing on career growth. We provide cash flow tracking, company equity planning, and financial coaching to help you stay aligned with your priorities.

High-Income Families

For families earning high income per year, our financial planning goes beyond budgeting. We help with investment management, estate planning, and stewardship coaching, ensuring your wealth serves your long-term goals.

Local Service Areas

Our firm is based in Charlotte, NC, but we work with clients nationwide. Locally, we serve:

  • Matthews, NC (28105) – A growing hub for professionals and families looking for clear, values-based financial strategies.

  • Stallings, Hemby Bridge & Indian Trail, NC (28079) – Home to entrepreneurs and families seeking financial clarity and long-term planning.

  • Mint Hill, NC (28105) & Charlotte, NC (28227) – Providing financial dashboards and wealth coaching for high-income professionals.

  • Weddington, NC (28104) & Fairview, NC (28730) – Offering estate planning, tax-efficient giving, and faith-based investment strategies.

 

Why Work With Family Wealth Partners?

Choosing a financial advisor is a big decision. We bring a personal, values-driven approach that goes beyond just numbers.

  • Values-Based Financial Planning: Your finances should align with your beliefs and values.

  • Comprehensive Approach: We provide guidance on everything from retirement to business planning.

  • Financial Dashboards: See everything in one place and make informed decisions.

  • Accountability & Coaching: We help you stay focused on what matters most.

Experienced Guidance: Our team includes Certified Financial Planners & Certified Kingdom Advisors, bringing expertise and integrity to your financial planning.

Frequently Asked Questions

  • No, we work with clients across the country and offer virtual financial advising.

  • A CKA® is a financial professional trained to integrate biblical wisdom into financial planning.

  • We use a fixed, fee-based structure that aligns with your best interests for financial planning services.  We used a tiered asset- based schedule for investment coaching services.

  • Yes, we specialize in values-driven investment strategies that align with biblical principles.

  • Reach out to schedule a conversation and see how we can help with your financial goals.

At Family Wealth Partners, we’re passionate about helping families, business owners, and executives bring order to their finances and align their money with what truly matters. If you’re ready for personalized guidance that simplifies the complex, let’s talk.