We consider ourselves your family office, part of your team.

We ask the right questions and listen well to understand your goals.

Advice You Can Trust

Solamere Advisors clients rest easy knowing that our interests are aligned with theirs.  As fee-only registered investment advisors, Solamere Advisors act as fiduciaries on our clients’ behalf. Our unbiased, conflict-free advice, commitment to transparency, and our independent investment platform serve clients well, and help us build strong relationships based on trust.

About Us

Thank you for taking the time to explore our web site and learn about Solamere Advisors.  We are an extremely experienced group of financial professionals, committed to providing extraordinary service and expertise to our clients.  With a combined 140 years in the business, we formed Solamere Advisors in 2009, with the vision to create a unique client-centered business model, enabling access to high quality financial planning


6101 Carnegie Boulevard

Suite 360

Charlotte, NC 28209

Main: 704-547-3100


For a list of our company personnel click here.

Solamere Advisors | Charlotte NC Financial Planning