Financial Advisor Charlotte NC – Mintco Financial

Financial Advisor Charlotte NC – Mintco Financial

Independent Fiduciary Financial Planning in Charlotte and Nationwide
Searching for a reliable financial advisor in Charlotte who truly puts your interests first? At Mintco Financial, we specialize in independent, fiduciary financial planning — meaning we work for you, not commissions. Whether you’re preparing for retirement, managing your investments, or looking for guidance on insurance and tax strategies, our expert team is here to help.

✅ Serving Charlotte and All 50 States — From Ballantyne to Huntersville and beyond, we provide financial planning services virtually, so you can meet with us from the comfort of your home — no matter where you are in the U.S.

Why Charlotte Chooses Mintco Financial
✅ Fiduciary Responsibility – We always act in your best interest
✅ 25+ Years of Experience – Trusted nationwide by individuals, families, and retirees
✅ Custom Financial Plans – No cookie-cutter solutions
✅ Virtual Convenience – Meet with your advisor from anywhere
✅ Independent Advisors – We’re not tied to banks or insurance companies

Services Offered by Mintco Financial

Retirement & Income Planning

Investment & Portfolio Management

401(k) & Pension Rollovers

Tax-Efficient Wealth Strategies

Estate Planning & Legacy Strategies

Life Insurance & Long-Term Care Coverage

College Savings & Education Planning

Financial Advice that Fits Your Life — Wherever You Are

At Mintco Financial, we believe that financial advice should be personal, not transactional. That’s why we take the time to understand your values, priorities, and future goals. Whether you’re in SouthPark, Dilworth, or anywhere in North Carolina, we bring clarity to your finances and peace of mind to your future.

We make it easy for busy professionals and retirees to get high-level financial planning without ever leaving their house.

Let’s Start Building Your Financial Future Today

Whether you’re seeking to protect your family, grow your wealth, or retire with confidence, Mintco Financial is here for you. We proudly serve clients in Charlotte and across the country with transparency, compassion, and real expertise.