Best Financial Advisors In Charlotte Near Me

4worldlovers:

As Linden Thomas & Company has grown over the years, we have never lost focus on what's important. Our clients are at the center of everything we do.



If our efforts produce great results for our clients, then who do you think benefits?


Investors often hire us because of what we have done and how we achieve results. They stay clients because of what we do on a consistent basis. Our team of professionals has one focus... putting client needs first! This is why we work hard to educate, serve and build efficient portfolios that are tailored not through products but through individual securities with a focus on maximizing client results.


"It's not what we say that's important, it's what we do." ~ Stephen L. Thomas


What drives our client results is portfolio efficiency. Each portfolio is built and managed for our private client’s growth and needs. Because results are directly correlated to portfolio efficiency, Linden Thomas & Company tailors each portfolio using eight principles to enhance investor results.


Please take a few minutes to view this short video, it truly illustrates the power of Institutional Direct portfolio management.


The journey to becoming a world-class asset management firm has a rich history (before becoming a wholly-owned fully independent private institutional investment firm and broker-dealer). Before starting Linden Thomas & Company, founder Stephen L. Thomas and a team of professionals saw first-hand how big wall street firms worked. This drove them to build an independent institutional firm with a focus on client results through efficient portfolio management and planning.

Linden Thomas & Company has built a team of professionals focused on building efficient portfolios tailored to our clients' needs while maximizing results. Our team consists of Certified Financial Planners (CFP), bond experts, Chartered Financial Analysts (CFA), financial advisors, and industry experts dedicated to service. 30 times over the last several years, Barron’s, Forbes, and Financial Times have recognized founder Stephen L. Thomas as one of the industry’s top wealth managers. Linden Thomas & Company is not only an independent asset manager registered under the SEC, but also a wholly owned broker-dealer afforded the freedom to build portfolios directly through individual securities…


Our results have a direct correlation to earnings quality of holdings, investor direct ownership, and investment cost.


Rather than putting investors in market cap pooled mutual funds, we build each portfolio directly through individual securities with a focus on earnings quality. Investor ownership, and cost efficiency. This allows each one of our clients the ability to maximize long-term compounding while minimizing the inefficiencies of poor portfolio construction.


Portfolio results have a direct correlation to portfolio efficiency. We take a disciplined, less subjective, academic approach to building each portfolio.


For much is given, much is required! Who we support: Homeless/Military/Less Fortunate/Food/Faith


One benefit of growing up with less is when you are given more than you need then it allows you to bless those that are in need. At Linden Thomas & Company, we have been blessed over the years and part of that blessing helps bless others!

4worldlovers: Welcome to Newton Wealth Management. To meet the needs of our clients, Newton Wealth Management was established by W. Edward Newton Jr., CFP as an investment and wealth management firm in Charlotte, North Carolina, serving clients in the Charlotte area and throughout the U.S. Recognizing that each client has unique goals, we tailor our services to meet your specific needs.

Our services encompass many aspects of financial life. We are experienced in matters of financial planning, investment management, tax planning, and estate & trust administration.

We believe our firm’s reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service, and specialized staff spell the difference between our firm and the rest.

Our firm will help you decide which investments are suitable for you and your family’s needs. In our podcast, Money Management with Ed Newton, Ed discusses topics relevant to investors and the current market.

Life is full of beauty - like family, laughter, holidays, and the simple joys of the everyday. Unfortunately, we can't enjoy those things when we are worried about money. In a perfect world, everyone would have a worry-free retirement, and we strive to create that world for our clients. Life is too wonderful to spend it filled with anxiety. Ask for help with your investments and major financial decisions, so you can enjoy the life you have.

Archer Investment Corporation (d.b.a. Newton Wealth Management) is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training.

4worldlovers: Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the request and needs of the client. Alpha Financial Advisors, LLC does not serve as an attorney, accountant, or insurance agent. Alpha Financial Advisors, LLC does not prepare estate planning documents or tax returns, nor does it sell insurance products.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Alpha Financial is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Alpha Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Alpha Financial did not pay a fee to be included on any such ranking.

4worldlovers:
It is making the decision to place your investments in the hands of advisors who always act in your best interest.


Because Worth Advisors, LLC is a Registered Investment Advisor firm, our advisors have the legal obligation to act in client’s best interest, under the U.S. Investment Commission Act of 1940. Your regular broker may not be held to follow this act.

Because our advisors are fee-only advisors, their one and only interest is yours. As opposed to commission based advisors, fee-based advisors are not rewarded for engaging their clients in active trading. Fee-only advisors can be expected to practice a greater degree of objectivity.

Because Worth Advisors, LLC is not owned by any large corporations, our advisors have the freedom to select investment and insurance products that best fit your financial goals, not the ones that maximize the company benefits.

As financial enthusiasts, working in harmony with you to pursue your financial goals is our passion. We understand that your financial goals are unique, so our team will work directly with you to create a custom-tailored financial plan that will provide a foundation for helping you build and preserve wealth for you and future generations.

4worldlovers: At Belmont Capital Advisors, we work hard to ensure our clients enjoy their days and sleep well at night without wasting time on financial worry. We accomplish this by working hand-in-hand with our clients to construct a solid foundation that is aligned with the lives our clients intend to live.

We believe everyone deserves a retirement filled with health, wealth, and happiness. It is our mission to make this a reality for retirees in the Carolinas.

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki

Belmont Capital Advisors rejects the traditional “hands-off” method you may have experienced with the big-name firms because we feel a personalized approach is the best way to reach your goals in retirement. Our experienced financial advisor and retirement planning team ensures the needs of all of our clients are met as fully as possible.

4worldlovers:

We get it. You splurge for Barry's Bootcamp, but you shop at Costco. Eventually you want to change careers, have a kid, retire; but you'd also like to go to Thailand next year. Let's figure out how to do both without sacrificing either.