MB Wealth Advisors is an independent financial advisory firm based in Huntersville, North Carolina, with an additional office in Rochester, New York. We help individuals and families create personalized strategies to build, manage, and preserve their wealth.
Founded by Michael Black, who brings over 25 years of experience in financial services, our firm focuses on clarity, education, and personalized service. As fiduciaries, we are committed to offering transparent advice aligned with your goals, not product commissions.
Our core services include wealth management, retirement planning, estate planning, college savings strategies, insurance, and risk management. We serve clients both locally and nationally, with a focus on long-term relationships and generational financial wellness.
To learn more about working with us, visit mbwealthadvisors.com.