Brice Oldham

Brice’s client-centered approach enables him to develop strong relationships with his clients. He takes the time to truly listen to his clients to ensure that he understands their unique circumstances because he knows the answers lie in the details. He specializes in retirement planning, business succession, and investment management.

He has over 21 years of experience in investment analysis, financial planning, and helping families and businesses work towards their financial goals. He is a member of the Financial Planning Association of Charlotte, The CFA Institute of North Carolina. Brice is originally from Nashville, TN and graduated from Middle Tennessee State University with a degree in business. He is also a “5 Star Wealth Manager* (2016-2025) award recipient.*

After spending 15 years in Minneapolis, MN, he and his wife Kristy live in the Dilworth area of Charlotte where you will see them running, walking and relaxing on their front porch with their dog Benson. He is an active member of the YMCA and enjoys mountain biking and playing golf.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021 2022 or 2023 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/14/16. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21. Awarded 8/1/23 for the period of 10/10/22 through 5/05/23.