Graves Team

4521 Sharon Road, Suite 400

Charlotte,

NC

28211

About the Graves Team

Successful wealth management is about trust. After all, you wouldn’t let just anyone manage your finances. You want an experienced advisor who’s in it for the long haul. For more than 25 years, the Graves Team has worked together, forging strong relationships with our clients and providing stability in a sometimes-volatile world. With decades of combined experience in the wealth management industry, we’ve seen it all, and we’ve helped our clients through it all. Let us help you, too.

Resources from our team

Newsroom

Kelly Graves, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement’s Charlotte, North Carolina office, has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Kelly ranks #6 in North Carolina.*  

Newsroom

 Kelly Graves, CFP®, Senior Vice President, Financial Advisor, of Wealth Enhancement Group’s Charlotte, NC office, has been recognized in the 2023 Best-In-State Wealth Advisors ranking by Forbes. 

Team locations

Charlotte, NC
4521 Sharon Road, Suite 400, Charlotte, North Carolina, 28211

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.