Financial Advisors in Monroe, North Carolina (Union County)

William Ertel, CFP, CMFC, CPA/PFS
Tassel Capital provides fee-only investment, financial and stewardship guidance to individuals. Services include financial planning (comprehensive, modular or hourly) and investment management. Tassel Capital provides a complimentary meeting to listen and understand client goals and needs.... See More

What sets me apart is my dedication to my clients' needs, embodied in my high-touch approach. I ensure that each client and family receives unparalleled attention and support that extends beyond finances. Multi-generational planning is not just a service I offer; it's the very essence of what I set out to do. I guide families through the complexities of wealth preservation and transfer across generations, instilling financial literacy from an early age to empower future generations.

My services, structured under asset-based fees, encompass a wide range of offerings, including investment management, estate planning, philanthropic endeavors, and risk management. My focus on tax planning further distinguishes me in the industry. I tailor my strategies to meet the unique needs of these families, leveraging strategic outsourcing including partnerships with best-of-breed money managers to deliver objective financial advice and innovative solutions.
In addition to my dedication to clients' needs, I offer a unique approach that goes beyond conventional financial planning. I believe that true financial excellence is achieved through a tailored approach that addresses each client's unique circumstances and goals. This personalized approach ensures that every aspect of your financial affairs are expertly managed and optimized for long-term success.

Apart from the services within my practice, I orchestrate a symphony of specialized professionals, each equipped with a deeper reservoir of skills and knowledge, to delve into the intricacies impacting your financial landscape. This approach allows me to provide more complete solutions tailored to your specific needs, ensuring that every aspect of your financial affairs is expertly managed and optimized for long-term success.

As this trusted clearinghouse for financial, investment, tax, and estate planning ideas, I orchestrate a seamless integration of my clients' financial affairs, ensuring their long-term goals are not just met but exceeded.... See More

Brian Fenn, CFP, ChFC, CLU
We are an independent, fee-only comprehensive financial planning firm offering highly specialized and customized services for high net-worth individuals and families. Our holistic approach to financial planning and asset management allows us to analyze each client's unique set of circumstances and experiences so that we can formulate a long-term plan that reduces the burdens and stress of financial decisions. This work and our close client relationships build financial security, enhance peace of mind, and improve the quality of our clients' lives. @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... See More

Jonie Parks, CFP
Since 1990, Matrix Wealth Advisors has built a trusted reputation among families throughout the Southeast (including physicians, executives, closely held business owners and retirees) by providing excellent service, creative and sound portfolio strategies, and a clear direction for all aspects of clients' financial lives. Clients know they can rely on Matrix' credentialed experts for broad knowledge, depth of experience and above all, unbiased advice. A distinguishing factor of Matrix has been an emphasis on comprehensive financial planning. Competent and thorough financial planning continues to serve as the focus of everything we do. Our process compares your current situation with your goals for the future, identifying what needs to be done to reach them. A comprehensive plan covers every aspect of your financial life: assets, liabilities, and net worth analysis, cash flow, investments, taxes, estate planning, risk management, financial independence planning…and all other financial areas that affect you and your family. All the details of your finances will be analyzed in one comprehensive package. The plan constitutes a road map guiding you and us toward achievement of your financial and lifetime objectives. It is both the foundation and the framework for all financial decisions.... See More

Todd Calamita, CFP
Your finances, your future - that's the passion behind Calamita Wealth Management. Whether you're just starting to plan for retirement or you're living the dream, we're here to help you reach your financial goals. You can count on us to listen and be forward thinking and accountable to your needs as well as to provide customized and innovative solutions specifically with you in mind. No off-the-shelf financial plans here. No more guessing if you're on the right financial path. We help you create a wealth management plan for life, and refine it all along the way. We guide you in making smart choices with your money, about your future. We are your retirement planning partner. That's our passion. It's that simple.... See More

Philip Gibson, CFP
Elation Wealth is a virtual, fee-only, financial planning, and investment management firm focused on serving young professionals, educators, and baby boomers.

Daniel Tobias, CFP
At Davidson Capital, we provide comprehensive wealth management services that coordinate your financial planning, investment management, and tax planning. The process is designed to assist you in making crucial decisions necessary to preserve and grow your assets, to enhance the quality of your life, and to realize your personal and financial goals. We are a boutique firm serving individuals, families, corporations, and charitable trusts. Our integrated approach to wealth management simplifies your life, provides peace of mind, and ensures that all components of your financial plan work together.... See More

Thomas Velevis, CFP
Established in 1994, the firm manages investments and otherwise provides counsel for individuals who are retired or preparing for retirement. Investment Management is the firm's primary service:Written Investment Strategies,Execution of these Strategies,Reviews that include Consolidated Statements and Performance.
Fees, based on assets under management. are paid by the firm's clients. The firm does not accept third-party payments or commissins from the investments it purchases on behalf of its clients. Service is provided on a discretionary basis.
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Barry Swaim, CFP
Wealth Management Group, Inc. is a personal financial advisory firm dedicated to providing comprehensive financial planning to middle America on a fee-only basis. Our goal is to form long-term, fiduciary relationships with our clients in order to create, implement and manage holistic financial plans on an on-going, proactive basis. We seek to minimize client expenses and to eliminate any potential conflict of interest in the advisory relationship. Trust is the central element in the client / advisor relationship. By working with clients on a continuous basis and eliminating all conflicts of interest, we can focus on helping our clients reach their financial goals and realize their life dreams.... See More