• About Us

    “His lord said to him, Well done, you good and faithful servant: you have been faithful over a few things, I will make you ruler over many things: enter you into the joy of your lord.” — Matthew 25:21

    Charlotte Financial Advisors

We are different from other financial advisors.

At Abiding Wealth Advisors, we’re about more than helping you save, invest and manage your money.

That’s a big part of what we do, but we serve a higher purpose because we define wealth differently than other Charlotte financial advisors.

What Is Wealth?

For us, wealth is much more than money. It is an abundance of all of the resources—material, emotional, intellectual and spiritual– that enable us to positively impact the lives of others.

Net worth is one component of wealth, but not the ultimate gauge of success; the true measure of wealth is our ability to make a positive difference for others, so they in turn can pay it forward for future generations.

What Is Abiding Wealth?

Abiding wealth is abundance multiplied over generations. It enriches others beyond our lifetime. Why? Because it lives on after us in the lives and actions of those we have influenced and the lives they, in turn, impact.

Time changes all things; nothing physical lasts forever. Our impact on others is the True legacy. It is our gift.

That is the source of abiding wealth, and that is what we as wealth managers and financial advisors ultimately seek to help you achieve.

WHAT DRIVES US

  • Our Mission

    To become one of the most significant advisors in our clients’ lives while living out our Faith in the communities we serve.

  • Our Vision

    That our clients will know that with our help, they were good and faithful stewards of their time, talents and financial wealth.

OUR VALUES

  • Stewardship

    We seek to be good stewards of the gifts we have been privileged to receive. To maximize our impact here on earth to foster the same spirit in others. It is incumbent on all of us to use our gifts wisely. Use our God given gifts to enhance the opportunities for future generations.

  • Integrity

    We seek to have our words and our deeds aligned at all times with our highest and best selves. We understand our actions are conscious decisions that both reflect and affect our inner nature, and we choose the high road.

  • Empowerment

    We seek to empower others with the tools and information they need to make choices and take action independent of us, because empowerment is the only way to help others help themselves to achieve their own life purpose.

  • Excellence

    We seek to achieve excellence in everything we do, because it is better to aim high and miss the mark, than aim low and make it.

  • Education

    We seek to teach others just as others taught us, because knowledge is the foundation of wisdom, and wisdom benefits all humanity.

  • Service

    We seek to serve others before our own self-interest, because it is through serving others that we fulfill our own life purpose.

More About Us

Abiding Wealth Advisors is a privately held, full-service wealth management firm headquartered in Charlotte, North Carolina. We are more than just Charlotte wealth management and financial advisory firm. Our wealth managers serve hundreds of individuals, businesses and charities across the United States.

Many of our team members hold advanced academic degrees in their areas of specialization (MBA or CPA) and are also licensed insurance and securities representatives. We have over 100 years of collective experience and some of the most desirable professional designations in the financial industry, including CPA® CPA® and RFC®.   >> Meet Our Team

Abiding Wealth Advisors, LLC is owned and operated independently of Eagle Wealth Management Group, Inc.(EWMG), Concorde Investment Services, LLC (CIS), and Kazsource, Inc. All financial, business, fiduciary services, and investment advisory services are offered through EWMG an SEC-registered investment adviser (RIA), located at 28212 Kelly Johnson Parkway, Suite 175, Valencia, CA 91355. (O) 661-257-9800. (F) 661-257-9805. Securities are offered through CIS a registered broker-dealer, member of FINRA/SIPC, located at 19500 Victor Parkway, Suite 550, Livonia, Michigan, 48152. Fixed insurance products are offered through KazSource, Inc

Giving Back

Charitable giving— giving back to the community and making the world a better place– is an integral part of our mission at Abiding Wealth Advisors.

Each of our advisors contributes their time and talent to causes that are personal to them, and we also contribute as a firm by tithing financial support, volunteer time and other resources to worthwhile causes.

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