The Oldham Team
Serving the greater Charlotte, NC area.
Location
Charlotte, NC 28211 (704) 553-8006
A team behind every plan
We offer comprehensive, easy-to-understand financial planning designed to meet your unique needs. We build holistic financial plans and support families in implementing these strategies, no matter how complex the subject matter. Backed by the experience of a CFA® Charterholder and CFP® professional, our team takes a proactive approach, striving to anticipate your financial needs every step of the way. We believe clients value our guidance as we educate them on the pros and cons of potential decisions. Trust, financial education, and relatable planning are the cornerstones of what we believe keeps our clients coming back year after year. If you’re looking for an advisory team that understands you, please reach out today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Meet Our Team
Awards & Recognition
View All2023
Five Star Wealth Manager (2023)
Five Star Professional
2022
Five Star Wealth Manager (2022)
Five Star Professional
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Charlotte, NC
Charlotte, NC 28211
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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