We'll help you navigate life with purpose, so you have the resources you need to achieve the life - and the legacy - you want. A ship without a course passively goes wherever the current goes, wandering aimlessly. Life is the same way- without a direction and purposeful navigation, you could end up just about anywhere.
That's what we mean by navigating life with purpose- we can't control the sea, but we can purposefully choose our endpoint, our direction and our actions along the way, making it much more likely we will end up where we want to be. Wherever you are on your journey and whatever challenges you face, we'll help you choose and navigate toward your desired destination.
That's what we mean by navigating life with purpose- we can't control the sea, but we can purposefully choose our endpoint, our direction and our actions along the way, making it much more likely we will end up where we want to be. Wherever you are on your journey and whatever challenges you face, we'll help you choose and navigate toward your desired destination.
Services
At Abiding Wealth Advisors, we're about more than helping you save, invest and manage your money. That's a big part of what we do, but we serve a higher purpose because we define wealth differently than other Charlotte financial advisors. For us, wealth is much more than money. It is an abundance of all of the resources-material, emotional, intellectual and spiritual- that enable us to positively impact the lives of others.
Our Team are Experts in Wealth Management | Financial Planning | Investment Management | Retirement Planning | Business Advisory. When it comes to offering business and investment advisory services, the whole really is greater than the sum of its parts.
Our team of advisors is the same way: each member of our team brings their own individual strengths, specialized expertise and life experiences to the table, and we work together to solve problems and find growth and savings opportunities for you.From investments to insurance, taxes to trusts, our collective knowledge and experience covers all aspects of financial planning.
Our team of advisors is the same way: each member of our team brings their own individual strengths, specialized expertise and life experiences to the table, and we work together to solve problems and find growth and savings opportunities for you.From investments to insurance, taxes to trusts, our collective knowledge and experience covers all aspects of financial planning.
Former CBC (Certified Business Consultant) - the certifying organization is now the Alliance of Merger & Acquisitions Advisors. Former Board Member, School of Wealth and Trust Management, Godbold School of Business Graduate School, Gardner-Webb University. As Principal and Managing Partner, it is my responsibility to hire, train and manage all of our associates and to run the firm's Charlotte headquarters.
I am a Charlotte financial planner who works with individual clients in Charlotte, North Carolina, Atlanta, Georgia and other locations, helping them plan for all facets of their financial futures. My career in financial services began in March of 2008. Starting at that point in time during the credit crisis has significantly influenced my approach and perspective with regard to planning for my clients.
CPA (Certified Public Accountant), licensed in North Carolina (NC CPA #25925) and South Carolina (SC CPA #8115). The tax code was written by attorneys for attorneys, certainly not for the average business owner to easily understand. Without a solid working knowledge of the Code, it is nearly impossible for the owner to effectively navigate the pitfalls of it- or to fully take advantage of the opportunities therein.
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