Mountain Magnolia Investment Advisors is a North Carolina based investment advisory firm offering investment services to individual clients and families on a fee only basis.
Our mission is to work with clients using a sensible, proven approach to achieve their desired level of income and growth over time, thereby meeting their financial goals.
Our approach is client centered, building portfolios to meet each individuals unique goals.
Services
We work with individual investors and families on a fee only basis providing:
- Financial planning
- Analysis of current investments
- Recommendations to better achieve financial goals
- Portfolio management using individual securities and/or funds as appropriate
- Client meetings and reporting
- Assistance with other related financial matters such as estate planning, insurance, taxation-all with your existing advisors
Lastly, we view working with a client as an opportunity to inform them about their investments and participate in the process so they are comfortable with their investments.
Mountain Magnolia Investment Advisors
333 South Spring St.
Hot Springs, NC 28743
1-828-622-7356
pete@wncinvestmentadvisors.com