Financial Advisors
Charlotte, NC
Worth Advisors is an independent, fee-only registered investment advisor firm serving clients in Charlotte and beyond with comprehensive wealth management, portfolio management, tax planning, and insurance services. Founded on fiduciary principles, their advisors are legally obligated to act in clients' best interests and offer tailored financial plans designed to build and preserve wealth across generations. They specialize in serving high-net-worth individuals, families, and business owners, with dedicated platforms including CoachNetWorth for basketball coaches and Worth Tax Advisors for business owner tax and accounting needs.
Ideal for: High-net-worth individuals, families seeking wealth preservation, business owners, basketball coaches, clients wanting fiduciary-standard advice
Service area: Charlotte, NC and surrounding areas
Fee-Only & Fiduciary Standard: Worth Advisors operates as a fee-only registered investment advisor with a legal fiduciary obligation to act in clients' best interest, eliminating commission-based conflicts of interest common with traditional brokers.
Independent & Objective: Not owned by large corporations, Worth Advisors has the freedom to select investments and insurance products that truly fit your goals rather than products that maximize corporate benefits.
Specialized Platforms: Offers dedicated services through CoachNetWorth for basketball coaches and Worth Tax Advisors for business owners, combining financial planning with tax and accounting expertise.
Address: 2020 S Tryon St Suite 2B, Charlotte, NC 28203
Phone: (704) 731-0121
Website: worthadvisors.com
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