Davidson Financial Planner

MB Wealth Advisors proudly serves clients in Davidson, offering customized financial planning solutions that align with each client’s goals, stage of life, and future aspirations. Located just minutes from Davidson in Huntersville, our office is easily accessible for those seeking expert financial guidance without the drive into Charlotte.

What We Do for Davidson Clients

At MB Wealth Advisors, we believe financial planning is about more than numbers — it’s about building clarity and confidence in your future. We work with individuals and families across Davidson to create custom plans grounded in education, strategy, and personal goals. Whether you’re just starting out, preparing for retirement, or navigating complex estate needs, our mission is to make every step easier to understand and implement.

Clients in Davidson come to us with a variety of needs — from saving for a child’s college fund to managing a portfolio during retirement. We support young professionals, growing families, retirees, and high-net-worth individuals with tailored advice and thoughtful guidance. Our team focuses on building lasting relationships that evolve as your financial picture changes over time.

Services We Offer in Davidson

• 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 Davidson Residents

Davidson is a thriving lakeside community that blends small-town charm with access to world-class opportunities. With families moving in for quality schools and a slower pace of life, and retirees choosing to downsize close to Lake Norman, financial planning needs in Davidson vary widely. We regularly help small business owners set up retirement plans, support local professionals navigating stock options or career transitions, and guide new parents through life insurance and college savings decisions.

Our team takes pride in understanding local trends and helping Davidson residents take advantage of them. Whether you’re working remotely, planning your child’s future, or selling a business, our approach is to simplify your decisions and put you in control of your finances.

Why Davidson Residents Choose MB Wealth Advisors

We’re not a faceless firm tucked into a corporate tower — we’re a local team with deep roots in the community and a strong commitment to personal service. Davidson clients trust MB Wealth Advisors because we provide honest, experienced advice with a convenient location and a client-first mindset. Many choose us because they’re tired of cookie-cutter plans and want a partner who understands their specific goals and life stages.

Our office is located just off I-77 in Huntersville, making it an easy drive from Davidson. More importantly, we’re known for making financial planning less overwhelming — offering guidance that fits real lives and complex situations. You’ll never feel rushed or ignored. Every client, every time, receives the care and strategy they deserve.

Driving Directions to Our Office from Davidson

Let’s Talk

If you live in Davidson and are looking for a financial partner you can trust, MB Wealth Advisors is here to help. Call us today at (704) 584-9363 to schedule a no-pressure consultation. We’ll sit down with you, walk through your goals, and create a plan that gives you peace of mind — whether you’re saving, investing, or planning your legacy.