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Best Financial Advisors in Charlotte
Charlotte Financial Planners
Charlotte-Concord-Gastonia is one of the Southeast’s strongest financial hubs, home to a thriving network of professionals who guide clients in building wealth, protecting assets, and preparing for long-term success. The city’s growing economy, paired with its strong reputation as a banking and financial center, makes trusted advisors essential for both individuals and organizations. From independent planners to firm-based experts, the region hosts a diverse pool of specialists who bring deep experience and forward-thinking strategies.
Our curated list of best financial advisors in Charlotte highlights professionals who stand out for their achievements, client-focused planning, and contributions to the local financial community. Whether you’re a business owner, family, or professional navigating wealth decisions, these advisors represent some of the best support available in the region.
At Digital Reference, we spotlight the professionals who shape financial futures with clarity and integrity. By curating Charlotte’s standout financial advisors, we help clients, businesses, and organizations connect with trusted expertise that delivers real results.
🔦 Methodology: How We Chose These Charlotte-Based Financial Advisors
To ensure our selections truly reflect Charlotte-Concord-Gastonia’s financial strengths, we evaluated each professional with care:
📊 Research-driven: Verified public results, case studies, and planning frameworks.
💬 Client-reviewed: Considered authentic client feedback, testimonials, and measurable ROI.
🏆 Industry-recognition: Awards, published insights, speaking engagements, and leadership within the financial planning community.
📍 Location-based: Advisors and founders with active presence and impact in Charlotte-Concord-Gastonia.
Before diving into our featured professionals, it’s worth noting that each advisor here reflects the area’s commitment to smart financial growth and long-term planning.
🌟 Meet the Financial Advisors Making Things Happen in Charlotte
♦️ Dr. Chris Mullis
Financial Advisor / Founding Partner at NorthStar Capital Advisors
Dr. Chris Mullis combines his academic background as a PhD with his practical expertise as a Certified Financial Planner. His journey into financial planning has been marked by a strong analytical approach, blending research-driven methods with client-focused execution. Chris’s reputation in Charlotte reflects both his technical strength and his ability to make financial planning accessible. He is a frequent contributor to thought leadership in the field, advancing the conversation on smart, evidence-based wealth strategies.
Chris is known for his evidence-based investing strategies and a structured approach to financial planning. His ability to translate complex financial data into meaningful strategies makes him a standout in Charlotte’s advisor network. His guidance often centers on helping clients build disciplined habits that support long-term wealth creation. Beyond client service, Chris contributes to Charlotte’s broader financial literacy initiatives.
💡 Why Dr. Chris Mullis Stands Out as a Financial Advisor
🔬 Evidence-based strategies rooted in research and data.
📊 Skilled at creating disciplined, sustainable wealth plans.
🎓 Thought leader bridging academia and financial practice.
💬 Recognized for making financial planning approachable.
♦️ Nicolas Deboeuf
Financial Planner at Worth Advisors
Nicolas Deboeuf is a Certified Financial Planner who has established himself as a reliable partner for clients seeking tailored wealth management solutions. His career reflects years of dedication to comprehensive financial planning, with a strong focus on retirement strategies and risk management. Nicolas has earned a reputation in Charlotte for delivering thoughtful, client-first financial advice. His approach combines analytical skill with a commitment to clear communication.
Nicolas is best known for his focus on retirement readiness and long-term wealth preservation. He helps clients design plans that adapt to evolving market conditions while keeping their individual goals at the forefront. His work also emphasizes building financial confidence, particularly for families and professionals planning for stability. In Charlotte, Nicolas’s steady and supportive approach has built him a loyal client base.
💡 Why Nicolas Deboeuf Stands Out as a Financial Advisor
🛡️ Strong expertise in retirement planning and security.
📈 Helps clients achieve sustainable, long-term financial growth.
💬 Known for simplifying planning into clear, actionable steps.
🤝 Builds lasting confidence through personalized strategies.
♦️ Will Koster
CERTIFIED FINANCIAL PLANNER® professional at Spaugh Dameron Tenny
Will Koster is a Certified Financial Planner whose career reflects a strong dedication to serving professionals and families in Charlotte with personalized strategies. He has built his reputation on providing guidance that balances financial growth with practical day-to-day decision-making. Will’s approachable style and analytical mindset make him a go-to advisor for clients navigating both short-term challenges and long-term aspirations. His journey in financial planning is marked by a commitment to community involvement as well.
Will is recognized for helping clients balance professional and personal financial goals. His expertise covers a wide range of planning areas, including education savings, retirement, and investments. Will is particularly effective in building strategies that evolve as his clients’ needs change over time. His work in Charlotte reflects a broader mission of making financial planning accessible and meaningful.
💡 Why Will Koster Stands Out as a Financial Advisor
⚖️ Skilled at balancing professional and personal financial objectives.
📘 Dedicated to making planning accessible and actionable.
💼 Trusted advisor for families and professionals.
🌟 Strong presence in Charlotte’s financial education community.
♦️ Jordan Bilodeau
Director of Planning & Strategy / Financial Planner at Spaugh Dameron Tenny
Jordan Bilodeau is a CFP® and CEPA® with expertise in both financial planning and exit strategies for business owners. His career has been shaped by a focus on helping entrepreneurs and families align their financial planning with long-term goals. Jordan has built a reputation in Charlotte for offering thoughtful, strategic advice tailored to each client’s unique circumstances. His professional journey reflects a dedication to growth and adaptability.
Jordan specializes in exit planning, succession, and wealth transition strategies, making him a trusted advisor for entrepreneurs preparing for major business milestones. His work also includes comprehensive financial planning for families seeking stability and long-term growth. Jordan’s expertise helps bridge the gap between personal wealth management and business financial strategy. In Charlotte, his guidance has been particularly valuable for entrepreneurial clients looking for clarity during transitions.
💡 Why Jordan Bilodeau Stands Out as a Financial Advisor
🏢 Strong expertise in business succession and exit planning.
📊 Skilled at aligning business transitions with personal financial goals.
💡 Known for creating adaptable, forward-looking strategies.
🤝 Valued by Charlotte’s entrepreneurial community.
♦️ Michael Foster
Partner, Financial Advisor and Planner at Dolan Capital Advisors, Inc.
Michael Foster holds both the CFA and CFP® designations, bringing a dual strength in investment analysis and comprehensive financial planning. His career reflects a balance between rigorous market expertise and a dedication to client-centered advice. Over the years, Michael has worked with individuals and families to craft customized strategies that build wealth and mitigate risk. His professional path demonstrates a commitment to aligning financial opportunities with long-term security.
Michael is particularly known for his ability to design portfolios that balance growth and stability. He incorporates disciplined investment strategies into broader financial plans, helping clients reach retirement, education, and legacy goals. In Charlotte, Michael has become a trusted advisor for clients who seek a blend of analytical rigor and personalized care. His work bridges high-level market understanding with practical, actionable guidance.
💡 Why Michael Foster Stands Out as a Financial Advisor
📈 Combines CFA-level investment expertise with holistic planning.
⚖️ Balances growth opportunities with long-term financial security.
💬 Known for translating complex market insights into actionable advice.
🌟 Trusted in Charlotte for disciplined, client-centered strategies.
♦️ Shannon Burgett
Financial Advisor at Smith Salley Wealth Management
Shannon Burgett is a Certified Financial Planner with years of experience in wealth management and holistic planning. Her career has been marked by a dedication to empowering clients through knowledge and transparent guidance. Shannon’s work reflects a passion for helping individuals and families achieve confidence in their financial futures. Her presence in the Charlotte market highlights her role as a trusted resource for comprehensive planning.
Shannon specializes in retirement planning, investment strategies, and goal-based financial planning. She is particularly recognized for her ability to align financial advice with client values and life priorities. Her consultative, client-first approach has helped families across Charlotte prepare for secure retirements and major life transitions. Shannon’s clear and supportive style makes her an approachable leader in financial planning.
💡 Why Shannon Burgett Stands Out as a Financial Advisor
📘 Strong background in retirement and goal-based planning.
🛡️ Helps clients prepare for long-term financial security.
💬 Known for clarity and supportive communication.
🌟 Trusted in Charlotte for her comprehensive, client-first approach.
Guiding Financial Growth in Charlotte
Financial advisors in the Charlotte–Concord–Gastonia area are recognized for their ability to bring clarity to financial decision-making while helping businesses and individuals achieve greater stability. Their blend of technical credentials and real-world insight positions them as trusted partners for those navigating investment, retirement, and long-term planning. Many have developed reputations for guiding growth strategies that adapt to shifting markets while maintaining a focus on sustainable success. These achievements highlight not only their skill but also their deep commitment to serving clients and the regional economy. Together, they remain a vital force in building financial confidence across the community.
At Digital Reference, radical authenticity drives stronger connections by ensuring expertise is both credible and trusted. This commitment reinforces the importance of genuine insight, allowing professionals and clients to engage with confidence and clarity.
Explore more from Digital Reference to uncover insights designed to expand your perspective and strengthen professional decision-making:
- Finance Professionals: What Are They and What Do They Do?
- Finance Executives & What They Do
- Finance & Accounting Consultants: What Do They Do?
- Finance Consulting Services in the USA
Financial advisors in Charlotte continue to shape the region’s financial resilience through their expertise and forward-looking strategies. Their ability to merge knowledge with practical solutions has a lasting impact on both individuals and businesses. By consistently guiding clients toward stronger outcomes, they reinforce the importance of trust and skill in financial planning. For those seeking a reliable guide to professional insight, you’ll find it in Digital Reference.
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