Broker Check

Financial Planners

Contact Our Team


Submit a few simple details and our team will connect you with a suitable advisor near you within 1 business day.

Thank you for your submission! There was a problem with the form submission. Please try again.

Why Work with NaviPath Wealth

Purpose-Fueled Advice

Financial Clarity

Get a clear, jargon-free overview of your finances and understand your options, challenges and opportunities with confidence.

Tailored Plans

Develop a dynamic financial plan to manage your business and personal finances more effectively – from tax burdens to daily spending.

Long-Term Partnership

Build a real relationship with an advisor who cares about your personal goals, based on mutual trust and responsive communication. 

Where to Find Us

Where to Find Us


  • 1009 East Boulevard Suite 100, Charlotte, NC 28203
  • (704) 248-6771