Find a Financial Advisor in Mooresville

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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.

Download Guide

The Sustainable Edge

Achieving the “Sustainable Edge” is not solely about creating a business where you can fulfill your passions. It also means having time for the three or four other things in your life you are passionate about. By narrowing your focus to just a few passions, you will enjoy your life more than if you try to pursue twenty passions at once. We will help you do that through the ideas and lessons taught in this book. Order your copy:

Amazon Barnes & Noble

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.

Download Guide

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

Meet Our Whole Team