We are located in Huntersville, NC. However, for our out of town clients and those with busy schedules, we leverage technology by offering virtual meetings.
HUNTERSVILLE OFFICE
9820 Northcross Center Ct. Suite 72
Huntersville, NC 28078
Click here for directions
HICKORY OFFICE
210 Main Avenue Way SE Suite 112
Hickory, NC 28602
(828) 307-3200
Click here for directions
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Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Two Waters Wealth Management, LLC. Two Waters Wealth Management is a separate and unaffiliated entity from Advisory Alpha. While tax and legal issues may be discussed in the general course of financial and investment planning Advisory Alpha does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues.
Members of the Investment Team work directly with our firm and personnel but are licensed with Advisory Alpha LLC, a SEC Registered Investment Advisor. The Investment Team is not necessarily involved with the research, due diligence, and portfolio management functions related to all investment products or solutions used for each client. CFA® is a trademark owned by the CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP board’s initial and ongoing certification requirements
Access the Firm’s ADV 2A & Form CRS by clicking here
Access our Full Disclosure page by clicking here
¹ Source: https://www.cnbc.com/2019/05/21/as-financial-advisor-shortage-looms-colleges-look-to-fill-talent-gap.html