Edward Jones - Financial Advisor: David G Hahl

Beacon Wealth Advisors, located in Cornelius, NC, is an independent retirement advisory firm dedicated to prioritizing clients' interests while providing a comprehensive approach to retirement planning. Their services encompass tax planning, investment strategy, income management, healthcare management, and estate planning, ensuring clients receive education, support, and guidance throughout their retirement journey. As fiduciaries, Beacon Wealth Advisors upholds a commitment to serving clients with integrity and transparency, viewing retirement planning as a collaborative process that brings together various components into a cohesive strategy. The firm operates in partnership with Alphastar Capital Management LLC, offering tailored financial planning and investment advisory services while ensuring alignment with state regulations. Generated from the website

Aventus Investment Advisors combination of wealth management, international investing, and business advisory experience is unmatched in the Lake Norman area. Wealth management expertise comes from experience and a deep belief in doing what is right for our clients. We are uniquely client centric, always putting our clients interest first.