General Info

At Hobart Wealth, we specialize in helping individuals, families, and businesses in Lake Norman, NC, and the surrounding areas achieve their financial goals with confidence and clarity. Our experienced team offers personalized financial planning, investment management, retirement strategies, and wealth preservation services tailored to your unique needs. Located in the heart of Davidson, we take pride in building long-lasting relationships with our clients, offering a transparent, client-first approach to wealth management. Whether you're planning for retirement, growing your investments, or ensuring your family’s financial security, Hobart Wealth is here to guide you every step of the way.