Charlotte

Proudly Serving North Carolina

Charlotte

3545 Whitehall Park Dr
Suite 180
Charlotte, NC 28273

Skyrise buildings dominating the Charlotte city center

Buckingham’s Charlotte team (previously Carolina Capital Consulting) has served physicians, executives, business owners, and retirees and their families since 1993. We build lasting relationships with our clients and help improve the quality of their lives by providing peace of mind through comprehensive wealth management plans and in-house tax preparation and strategic planning services.

Skyrise buildings dominating the Charlotte city center

Our team focuses on you, your life, and how we can help you achieve what matters most to you. We dive into your current and future financial states to help build evidence-based, tax-efficient plans that will help you achieve your goals and create the legacy you envision. We collaborate with Buckingham’s national network of financial planning and investment specialists to ensure the strategies we employ address the issues that arise in our clients’ financial lives. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements as a result of our recommendations.

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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

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Enjoy some of our latest resources

  • May 20, 2024

    Should You Hire a Professional to Manage Your Trust?

    If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.

    Read the article
  • July 26, 2023

    Hypothetical Case Study: Married Atrium Physicians Close to Retiring

    John and Mary Sample are married physicians who have been with Atrium Health for more than 20 years and who are both 62 years old. They want to retire but aren’t sure whether they have sufficient savings to support the standard of living they want during the next phase of their lives.

    Read the article
  • July 01, 2023

    Clarifying Atrium Pension's Most Common Misconceptions

    Why has the value of the Atrium Pension dropped over the past 18 months? This question has come up frequently recently, causing Atrium colleagues to express alarm about how much they’ve “lost” in the value of their pension.

    Read the article