Find a Financial Advisor in Mooresville

Connect Your Money with Your Life

Our financial advisors in Mooresville, North Carolina, help families become financially fit, build financial plans that fit their goals, and help them protect their assets. 

By specializing in financial planning, wealth management, estate planning, portfolio management, risk management and tax planning – our advisors can help you reach your definition of True Wealth. 

True Wealth is all the things money can’t buy and death can’t take away. Our financial advisors want to learn what True Wealth means to you.

Our financial advisors are focused on making the complex simple for families in Mooresville, Charlotte, Concord, Lexington and the rest of North Carolina.

WE WANT TO HELP YOU ON YOUR RETIREMENT JOURNEY TODAY.

Financial Planning

Wealth Management

Estate planning

Resources

Investment Process

The investment process is the workhorse behind any sustainable investment strategy. It provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.

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10 Questions to Determine if Your Advisor Meets Standards

You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your financial advisor? We put together 10 questions to help you determine how much value you’re receiving from your advisor.

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The Family Budget: Financial Empowerment at Your Fingertips

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.

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HOW FAR ARE YOU From Being Ready for Retirement?

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Our Advisors

Ted DeLisi

AIF®, CKA®
Partner & Wealth Advisor

Penelope Paugh

ChFC®, CPFA, RICP®
Wealth Advisor

Joe Del Monte

Wealth Advisor