About us
About Northpath Financial Advisors
Your money, with a plan.
Our story
How Northpath Financial Advisors got here
Northpath was founded on the belief that good advice should be conflict-free and understandable. Fee-only from day one. What set Northpath Financial Advisors apart from the start was a refusal to treat the basics as afterthoughts — doing the careful, unglamorous work that earns trust, and treating every client the way the founders wished they had been treated. 12 years and more than 280 clients later, that conviction still runs Northpath Financial Advisors. The team has grown, the work across Charlotte has too, but the promise is unchanged.
Our mission
To turn financial confusion into clear, actionable plans that let families retire with confidence.
Milestones
Two decades, one promise
2014
Northpath Financial Advisors opens its doors in Charlotte.
2018
Grew the team and deepened the core service offering.
2021
Reached a milestone that cemented the reputation reviewers still mention.
2025
Passed 280 clients served.
What we stand for
Our values
Conflict-free fee-only advice
We treat "conflict-free fee-only advice" as a standard, not a slogan — it shows up in how we actually do the work, every time.
Plans written in plain English
We treat "plans written in plain english" as a standard, not a slogan — it shows up in how we actually do the work, every time.
Your goals treated as personal
We treat "your goals treated as personal" as a standard, not a slogan — it shows up in how we actually do the work, every time.
Steady quarterly check-ins
We treat "steady quarterly check-ins" as a standard, not a slogan — it shows up in how we actually do the work, every time.
Credentials
Licensed, insured & accredited
Backed by 12+ years of commercial work and the credentials to match.
Certifications
- Credentialed, experienced professionals
Memberships
- Charlotte Chamber of Commerce member
- Better Business Bureau — A+ Accredited
Ready to start your project?
Tell us what you have in mind and we’ll put together a clear, no-obligation estimate for Charlotte, Greater Charlotte, the Charlotte metro area.