Hayden Harper Advisory

Oak Brook Financial Group, Ltd, based in Charlotte, NC, specializes in providing financial strategies focused on safety, predictability, and guaranteed growth, even during market downturns. Led by W. Russell Grzywinski, a seasoned financial advisor since 1982, the firm offers expertise in areas such as retirement planning, estate planning, and wealth management. The company emphasizes creating guaranteed lifetime income options, effective investment strategies, and informed rollover decisions for retirement accounts. With a commitment to enhancing clients' financial well-being, Oak Brook Financial Group aims to inspire confidence and clarity in navigating various market conditions. Generated from the website

Barry Evans Josephs & Snipes is a financial services firm based in Charlotte, NC, specializing in mitigating the impacts of life's certainties—death and taxes. They pride themselves on being "bridge builders," providing tax-advantaged solutions that connect clients to their financial goals while preserving what matters most to them. With a multigenerational team of specialists and a focus on relationship-building, Barry Evans Josephs & Snipes distinguishes itself through deep product knowledge and exceptional service. Their commitment to collaboration and long-term perspectives ensures that clients receive tailored support in navigating complex financial landscapes. Generated from the website

As a fee-only wealth management firm, Modera works with individuals, families, trusts, institutions and philanthropic organizations as a financial advisor to build customized plans and portfolios in their best interest. Our financial planners provide objective advice, personal attention and comprehensive resources to help our clients reach their unique goals. From financial planning to portfolio management, we understand the nuances of managing wealth and have been guiding generations of clients successfully in making informed financial decisions.