Financial Advisors in Charlotte, NC
3545 Whitehall Park Dr
Suite 180
Charlotte, NC 28273
Focus Partners is your locally based investment advisor in Charlotte, NC - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located minutes from all the action in bustling Uptown Charlotte, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners is a trusted registered investment advisor offering personalized wealth management and financial planning services in Charlotte NC. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Charlotte Team
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Brian Fenn
CFP®, CLU®, ChFC®
Senior Wealth Advisor
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Kurt Schafers
JD, CFP®
Wealth Advisor
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Deanna Strean
CFP®
Wealth Advisor
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Kristopher Roche
CFP®
Associate Wealth Advisor
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Leslie Ortiz-Quiroz
CFP®
Associate Wealth Advisor
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Betsy Fenn
Advisory Team Associate
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David Srulevitch
CPA, CFP®
Tax Manager
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Amanda Powell
Client Relationship Specialist
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Bryan Bach
Regional Vice President
Dig even deeper.
What’s it like to become a Focus client? Download our brochure to learn more.
Enjoy some of our latest resources
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October 06, 2026
What Could the Next 12 Months Look Like for Bond Investors?
In this Focus Perspectives video, Blerina Hysi explores what the next 12 months could hold for bond investors amid uncertainty around Federal Reserve policy, inflation, and economic growth.
Watch the video -
October 05, 2026
Smart Housing Decisions for Aging
Housing decisions can become increasingly complex as we age. Where you live may affect your daily routines, access to care, financial resources, and the ability to maintain your independence.
Watch the video -
October 01, 2026
Should You Buy or Lease Your Dental Practice Office Space?
For dental and medical practice owners, deciding whether to buy or lease office space requires balancing real estate ownership opportunities with practice needs, cash flow, tax planning, and long-term transition goals.
Read the article