Charlotte Financial Planner

MB Wealth Advisors proudly serves clients throughout Charlotte, NC, delivering strategic, personalized financial planning services backed by more than 25 years of industry experience. While our main office is located in Huntersville, our close proximity to Charlotte makes us a top choice for individuals and families seeking trusted financial guidance without the impersonal feel of a large firm.

Whether you’re located in Uptown, SouthPark, Ballantyne, or anywhere in between, our team is just a short drive away—and always available by phone or virtual meeting. We’re committed to making high-quality planning convenient and accessible for Charlotte residents at every stage of life.

What We Do for Charlotte Clients

Our approach centers on helping Charlotte clients define what financial success looks like to them—then building a tailored plan to achieve it. We believe financial planning should be an ongoing partnership that includes education, clear communication, and proactive adjustments as life changes.

At MB Wealth Advisors, we work with a diverse group of clients across Charlotte, including young professionals starting their investment journey, families managing education and retirement goals, and high-net-worth individuals seeking estate and tax strategies. No matter your goals, we focus on long-term clarity and real-world results.

Services We Offer in Charlotte

• 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 Charlotte Residents

Charlotte’s booming economy and population growth mean many residents are actively planning for life transitions—buying homes, starting businesses, planning for retirement, or preparing for generational wealth transfer. At MB Wealth Advisors, we support these financial goals with a long-term perspective and tailored planning built around your lifestyle.

A tech professional in South End may be looking to optimize stock options and reduce tax exposure. A family in Dilworth might want to coordinate 529 plans and life insurance. A retiree in Myers Park may need help managing distributions and healthcare planning. We’re equipped to serve all of them with precision and care.

Why Charlotte Residents Choose MB Wealth Advisors

Charlotte clients choose us because we offer personalized service without the red tape of a large institution. You’ll work directly with our team—led by President Michael Black, who treats each client as a valued partner. You’ll never be passed around or left wondering who to call.

With a convenient location just north of Charlotte and a responsive, experienced staff, we make it easy for you to stay on track financially while focusing on what matters most in life.

Driving Directions to Our Office from Charlotte

Let’s Talk

It’s never too early—or too late—to plan your financial future. Call MB Wealth Advisors at (704) 584-9363 to schedule your consultation and discover what personalized financial planning can do for you in Charlotte, NC.