Why Rinehart & Associates? Fee Only Investment Advice - Certified Financial Planners

Rinehart & Associates is the oldest Fee-Only investment advisory firm in the Charlotte area. Since our founding, our client base has grown nationally. Throughout this time, we have always been committed to providing unbiased advice, unique to every client. By understanding our clients’ financial and life goals, building a portfolio around these goals combined with an objective approach to product recommendations, leads our clients to tell us that working with Rinehart & Associates provides “Peace of Mind”.  Achieving this “Peace of Mind” about their financial future (and present) requires:

  • Trust – We work hard to earn and to keep it everyday.
  • Security – Knowing that your goals will be met in a manner that is comfortable to you.
  • Communications – Two-way, end-to-end, no surprises – we take the time to understand you, your needs, and your goals.
  • Guidance – It is a true responsibility to provide an objective and experienced perspective in guiding our clients towards the results they value.
  • Relationship – We are advocates for every client and we are there for them.
  • Results – Knowledge of your long-term objectives is what gets you there.
 
Rinehart & Associates | 521 East Morehead Street, Suite 580 | Charlotte NC 28202 | Ph 704.374.0646

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