Huntersville Financial Planner

MB Wealth Advisors is proud to call Huntersville home. Located at 8936 Northpointe Executive Park Dr, our firm serves individuals and families across the community with personalized, transparent financial planning services. Whether you’re new to managing your wealth or have an established portfolio, we help you clarify your goals and build a plan you can trust.

As part of the Huntersville business community, we work closely with residents who value both long-term vision and local, accessible service. Our clients rely on us for clear communication, strategic thinking, and financial confidence.

What We Do for Huntersville Clients

Our approach to financial planning starts with understanding. We listen carefully to what matters most to you—your lifestyle, family, future plans, and concerns. Then we help organize your financial picture and create a personalized plan to get you where you want to go.

We partner with Huntersville clients from all walks of life: retirees planning income strategies, business owners mapping out succession plans, professionals managing investments, and families saving for education. Our goal is to empower every client with a clear, actionable roadmap.

Services We Offer in Huntersville

• 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 Huntersville Residents

As one of the fastest-growing towns in the Charlotte area, Huntersville blends family-friendly neighborhoods, outdoor recreation, and professional opportunity. This growth brings complexity to financial decisions—whether it’s planning for future homeownership, education, retirement, or asset protection.

A tech professional in Birkdale might want investment help and risk management. A retired couple in Northstone may want to create a strategy that protects income and legacy. MB Wealth Advisors understands these needs because we live and work right here in the community.

Why Huntersville Residents Choose MB Wealth Advisors

We’ve built a strong reputation in Huntersville by doing things differently. Our firm is independent, transparent, and focused solely on client outcomes. You’ll never get a cookie-cutter plan—only thoughtful strategies tailored to your needs.

Our office is easily accessible off Sam Furr Road, with flexible scheduling for in-person or virtual meetings. Clients appreciate the convenience, consistency, and trust that comes with working with a firm that’s truly local.

Driving Directions to Our Office from Huntersville

Let’s Talk

If you’re ready to get more out of your money and plan for what’s next, MB Wealth Advisors is here in Huntersville to help. Call (704) 584-9363 to schedule a consultation today.