You choose the destination. We chart the path.

Welcome

Our core values are present in every
aspect of our firm:

Integrity, Loyalty, Trust, Compassion.

Integrity, Loyalty, Trust, Compassion.

Lake Norman Financial Group is driven to educate and empower clients to achieve their definition of wealth.

Our vision is to understand that with each client this is unique and personal.

Our definition of wealth is living the life we want, taking care of the ones we love and helping others do the same.

Financial Planning

Understanding your financial goals is the starting point of your financial plan. We then assess your current situation and provide specific written recommendations.

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Financial Planning

Understanding your financial goals is the starting point of your financial plan. We then assess your current situation and provide specific written recommendations.

LEARN MORE

Investment Advisement

Our investment advice is delivered through a research-driven process – utilizing financial plan projections, time-honored investment traditions, and understanding each client’s unique investment personality.

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About You

Share your wedding moments with your guests

Widow or Widower

Providing steady guidance and compassionate planning during life’s most difficult transitions.

Empty Nester

Helping you refocus your financial goals as you enter a new stage of independence and opportunity.

High-income Individual

Strategic planning to maximize your earnings, reduce tax exposure, and grow lasting wealth.

Inheritance Recipient

Offering clarity and structure to manage and protect new wealth with confidence.

Retired or Soon-to-be

Creating a reliable roadmap for income, security, and peace of mind in retirement.

Separated or Divorced

Empowering you with financial independence and a clear path forward after major life changes.

Contact Us

20615 N Main St, Cornelius, NC 28031  |  Call or Text: 704-439-1370

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