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Businesses / Family Wealth Partners
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1028 Lee-Ann Drive
Suite 218
Concord , NC 28025

(704) 782-9064

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Founded 1997


Make the most out of you 401k, IRAs, and Other Investments

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.


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

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