Financial Advisors in Charlotte, NC
Helping you elevate your financial potential
13860 Ballantyne Corporate Place
Suite 160
Charlotte, NC 28277
THE Charlotte, nc TEAM
Meet some of our clients
In their own words, clients explain how we've changed their lives.
Working with us in Charlotte, NC
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Charlotte is here for you, serving the areas of Charlotte/Mecklenburg County, York County and Lancaster County. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
