Huntersville, NC 28078
Buoyant offers end-to-end, holistic financial management through a process that will grow, change, and flex as you and your financial
situation evolve. We begin by establishing a relationship, sitting down to map out your current financial life as well as your short- and
long-term goals and needs. From there we look forward, building a solid plan to help you achieve a strong financial future.
Our approach is based on the belief that a client's interests should always come first. As a Registered Investment Advisor we have a fiduciary obligation to place the interests of the client first. But, to us, it's more than an obligation. Putting the client first is why we were established.
We're not paid commissions, and there are no conflicts of interest within the firm. Some large banks and investment firms function with "dual hats;" simultaneously working as both investment advisor and broker or insurance salesperson, while claiming potential conflicts are disclosed. Buoyant Financial purposely steers clear of these murky waters.
Life is all about personal connections. Establishing and enriching connections with our clients as we guard their wealth is what puts a smile on our face at the end of the day. We engage mindfully with our clients as people, not merely as account numbers. Our job is to understand our clients, and their hopes, dreams, and fears. With that understanding comes a trusting relationship that is imperative to formulating a successful financial plan.
Firm Start Year
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Fee % Based on Assets
Master of Business Administration - Finance