Independent Financial Advisor

What does that mean exactly?

An Independent Financial Advisor is an advisor that is not tied to any bank, any fund or any other investment assets.  They are fiduciaries acting in the best interest of their clients.  Therefore, they can act as true partners when it comes to helping investors navigate the complex world of finance.

Because they are fiduciaries, Independent Financial Advisors are held to the very highest of ethical standards. Simply put, you can be sure you’re getting a knowledgeable financial advisor who believes in an ethical way of doing business. It’s the best of both worlds!

Contact Us Today!

In the Charlotte, NC area, local residents can count on the folks at The Finance Couple™ to serve as their trusted independent financial advisor. Tim and Wynne believe in developing personal, lifelong relationships with our clients, which allows us to better understand them and their financial goals.

No matter what your goals are, The Finance Couple™ can help you get there. We’re the independent financial advisor you can count on in the region. Call us today to schedule your initial consultation. We look forward to meeting you!