One of the South’s Premier Financial Advisory Firms

Dedicated

As an employee-owned boutique, we deliver personalized attention in a family-friendly environment that giant banks and Wall Street firms simply can’t match.

Independent

Because of our independence, we are free to pursue the best interests of our clients without the inherent conflicts found in well-known financial conglomerates that sell their own proprietary products.

Large Firm Benefits

As one of the largest firms of its kind in the Southeast, we have access to industry-leading research, tools, and investment opportunities.

Small Firm Touch

Carolinas Investment Consulting delivers comprehensive planning and investment management with extraordinary client service.

BUILT TO SERVE YOU

If you think we can help you, feel free to give us a call.

704-643-2455

Recent Insight

September 10, 2021

Capital Markets

By: Wade Austin

Despite worries emanating from surging Delta variant cases and the associated sharp drop in consumer sentiment, investors focused on the positives in August, spurring the S&P 500 3% higher and to its 6th best August YTD performance since 1950.

See additional insight.

Our most successful engagements involve working with our clients’ other professional advisors such as attorneys, bankers, and CPAs.

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