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We believe everyone needs competent advice and make it accessible by requiring no minimum investment or net worth to work with us. People who are serious about their goals and making sound financial decisions can benefit from our professional guidance, investor education and financial planning.

Family Wealth Partners is an independent Investment and Financial Advisory Firm headquartered in Concord, NC with a satellite office in Charlotte. Our driving motivator is saving people from the misguided advice perpetuated by Wall Street, the Financial Media, and sometimes even other Advisors. By having an initial meeting with us or attending one of our education events you can learn in addition to discovering for yourself how we provide our services, what to expect, and how they specifically may be able to help you.

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Business Categories: Professional Services, Financial & Estate Planning, Consulting & Business Services

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The President’s Effect

Jan 01, 2017 ● By Jason Huddle

Does a new President have a serious effect on our investment portfolio? Keith Laibson, of Family Wealth Partners, is here to offer some insight. Read More »

In this Issue: January '17

Jan 01, 2017 ● By Jason Huddle

The elections are over! But what does it mean for Cabarrus County? Come with us as we discuss the subject with several local leaders and business owners. Read More »

Mutual Funds: Are You Really Diversified? (Video)

Oct 19, 2016 ● By Jason Huddle

Most people think their IRA, 401k, Mutual Funds, and Investments are diversified...but they are not. Keith Laibson, of Family Wealth Partners, explains what to look for in your portfolio. Read More »

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1028 Lee-Ann Drive
Suite 218
Concord, NC 28025

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