Financial Advisors
Charlotte, NC
NoDa Wealth Management is a fee-only financial planning firm led by CFP® professional Evan Luongo, serving busy professionals and families in Charlotte. They specialize in personalized wealth-building strategies for major life transitions—career changes, starting a family, and investment optimization—with transparent, data-driven advice and a fiduciary commitment to your financial goals.
Ideal for: Busy professionals, families planning major life transitions, high earners seeking investment optimization, first-time wealth builders
Service area: Charlotte, NC and surrounding areas
Fee-Only Model: NoDa Wealth operates on a transparent fee-only basis with no commissions, eliminating conflicts of interest and ensuring advice is truly aligned with your interests.
CFP® Certified & Fiduciary: Evan Luongo holds CFP® certification and operates as a fiduciary, guaranteeing expert, legally-mandated advice prioritizing your financial wellbeing.
Free Initial Assessment: Start with a no-obligation 20-30 minute consultation to discuss your financial goals and determine if their approach is right for you.
Address: 2108 Electric Ln, Charlotte, NC 28205
Phone: (980) 206-0953
Website: nodawealth.com
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