Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > North Carolina > Charlotte > James B. McGehee, CFA, CFP®, AAMS
Find the Certified Financial Planner™
Who's right for you.

James B. McGehee, CFA, CFP®, AAMS

McGehee Wealth Advisory Group, Inc.

13850 Ballantyne Corporate Pl
Ste 500
Charlotte, NC 28277
Phone: (704) 887-3443
Fax: (877) 494-3344

Toll-free: (877) 987-3443

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Attending College
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.