Cornelius Financial Planner

MB Wealth Advisors provides personalized financial planning services to individuals and families in Cornelius, NC. Just minutes away in nearby Huntersville, our office serves as a convenient hub for clients throughout the Lake Norman region seeking clear, professional, and actionable financial guidance.

Whether you’re a working professional, business owner, or retiree in Cornelius, our team helps you take control of your finances with confidence. We create custom strategies that align with your life, goals, and timeline.

What We Do for Cornelius Clients

At MB Wealth Advisors, we believe financial planning is a relationship built on trust, education, and long-term strategy. Our work begins by understanding where you are and what you want to accomplish—from debt management and college savings to estate planning and retirement income.

Cornelius clients benefit from our hands-on, local approach. No call centers or corporate jargon—just clear advice, tailored plans, and the confidence of working with a team that understands the financial landscape of the Lake Norman area. We work with young families, executives, retirees, and high-net-worth individuals to design financial roadmaps that evolve as your life does.

Services We Offer in Cornelius

• 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 Cornelius Residents

Cornelius continues to attract new residents with its proximity to Lake Norman, upscale neighborhoods, and family-friendly amenities. Whether you’re navigating life changes or planning ahead, professional financial planning is essential to making smart decisions and avoiding costly mistakes.

A family near Jetton Park might be balancing retirement planning with college savings. A tech executive relocating from out of state may want help consolidating investments and setting up tax-efficient strategies. A retired couple in The Peninsula may be preparing to transfer assets to the next generation. MB Wealth Advisors helps with all of it—and more.

Why Cornelius Residents Choose MB Wealth Advisors

Clients in Cornelius turn to us because they want a firm that’s close by, easy to work with, and invested in their long-term success. We don’t chase trends or push products. Instead, we help you build a plan you understand, feel good about, and can stick with.

Located just south of Cornelius, our Huntersville office makes in-person meetings simple and convenient. We also offer virtual appointments for clients who prefer flexibility. You’ll always work with a dedicated advisor who knows your story and goals—not a rotating team of unfamiliar faces.

Driving Directions to Our Office from Cornelius

Let’s Talk

MB Wealth Advisors is here to help you build, manage, and protect your financial future. If you’re in Cornelius and looking for a trusted financial planning partner, give us a call at (704) 584-9363 to schedule your consultation today.