MacAulay Financial Planner

MB Wealth Advisors proudly serves residents of MacAulay with financial strategies tailored to fit every life stage. Located just a short drive away in Huntersville, our firm provides direct access to expert financial planning without the need to travel far. Whether you’re building wealth, planning for retirement, or protecting your family’s future, we’re here with practical advice and local insight.

Our team understands the needs of MacAulay families—balancing growth, education, and security—because we work with people just like you every day.

What We Do for MacAulay Clients

MB Wealth Advisors offers a planning-first approach. We start by learning about your goals and values, then build a plan that fits your lifestyle and adapts over time. Financial planning isn’t one-size-fits-all—it’s personal. That’s why we focus on education and clarity, giving you the confidence to move forward.

We serve MacAulay clients at all levels of wealth and experience: young couples starting their financial journey, professionals managing investments and risk, and retirees looking for steady income and estate coordination. Our process is designed to support every step along the way.

Services We Offer in MacAulay

• 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 MacAulay Residents

MacAulay is one of Huntersville’s most established neighborhoods, known for its family-friendly atmosphere, beautiful homes, and strong community ties. These qualities make financial stability and planning a top priority for many residents.

For example, families with children may want to explore college savings through 529 plans or protect their income with disability insurance. Retirees or soon-to-be retirees may be focused on maximizing retirement distributions and coordinating estate plans. Whatever the objective, we bring structure and strategy to help MacAulay clients move forward with clarity.

Why MacAulay Residents Choose MB Wealth Advisors

We’re not a call center. We’re your neighbors, located just minutes away, and we provide personalized guidance you can trust. Our clients choose us because we offer experience, honesty, and consistency—without pressure or gimmicks.

As a local firm, we know how to plan with your life in mind. Whether you’re meeting us in person or talking over the phone, you’ll get practical, down-to-earth advice backed by years of planning experience. We’re here for the long haul.

Driving Directions to Our Office from MacAulay

Let’s Talk

If you live in MacAulay and want a trusted financial partner who’s nearby and truly invested in your goals, call MB Wealth Advisors at (704) 584-9363 to schedule your consultation today.