General Info

Hobart Wealth provides financial strategies to individuals, families and business owners in and around Charlotte, NC. The advisory firm provides a full range of services, including financial, retirement, investment, tax, health care and estate planning. Hobart Wealth's mission is to help clients achieve a financially secure future. The team is dedicated to providing personalized service with uncompromising integrity. Each client receives a customized financial plan, addressing their unique goals and circumstances. At Hobart Wealth, we believe that a holistic plan is a foundation for a solid retirement.