Ballantyne Financial Planner

MB Wealth Advisors provides comprehensive financial planning and investment guidance to clients throughout Ballantyne, NC. While our office is located in nearby Huntersville, our team regularly works with individuals and families in the Ballantyne area who are looking for clear, personalized financial direction and long-term security.

Our proximity to Ballantyne makes us a convenient and trusted resource for local residents. Whether you’re preparing for retirement, managing family wealth, or exploring investment strategies, MB Wealth Advisors offers the experience and planning support you need to move forward confidently.

What We Do for Ballantyne Clients

At MB Wealth Advisors, we believe successful financial planning begins with education and honest conversations. Our role is to help you clarify your goals, understand your options, and build a strategy designed to support your future at every stage. That could mean planning for your child’s education, optimizing your retirement accounts, or protecting your assets for the next generation.

We tailor our process to each individual client. Our financial planning services are flexible and grounded in real-world experience—ideal for Ballantyne’s diverse population, including young professionals, families with growing responsibilities, and high-net-worth individuals who require advanced planning and coordination. No matter where you are in your financial journey, we meet you there.

Services We Offer in Ballantyne

• Wealth Management
• Retirement Planning
• Estate Planning
• Financial Planning Services
• 401(k) and 403(b) Rollovers
• Traditional, Roth, and SEP IRAs
• Stocks, Bonds & Mutual Funds Advice
• College Planning (529s / Education IRAs)
• Life Insurance Consulting
• Risk Management Strategies
• Annuities
• Disability Insurance
• Long-Term Care Planning

Financial Planning for Ballantyne Residents

Ballantyne is one of Charlotte’s most affluent and fast-growing communities, home to busy professionals, corporate executives, and business owners who need proactive financial planning. It’s also a place where young families are setting roots, and retirees are looking to preserve their assets.

For example, a young Ballantyne couple may be preparing to fund their child’s education and looking for tax-efficient ways to save, while a recently retired resident may want a predictable income strategy and help navigating Medicare and long-term care costs. We support both with the same personalized care and attention.

Why Ballantyne Residents Choose MB Wealth Advisors

We’re a local firm that values long-term relationships. Many of our clients find us through referrals from friends or family who trust the work we do. Our Huntersville location is a short drive from Ballantyne, and we frequently host in-person meetings and phone consultations to make planning simple and accessible.

MB Wealth Advisors is led by President Michael Black, who brings over 25 years of experience in retirement and wealth planning. Our commitment is to transparency, clarity, and treating every client like our only client.

Driving Directions to Our Office from Ballantyne

Let’s Talk

Whether you’re ready to build your financial plan or just exploring your options, MB Wealth Advisors is here to help. Call us at (704) 584-9363 to schedule your consultation. Let’s shape your financial future—on your terms.