At Weddington Advisors, we believe living intentionally is a lifestyle. 

Caring for your goals and what's most precious in your life takes intention and careful planning. 

We are dedicated to serving a select number of families, entrepreneurs and executives.  As a fiduciary, we thoughtfully curate holistic, goals-based financial strategies for our clients.

Core Values: Our core values drive everything we do for clients.  At Weddington Advisors our core values are: Excellence, Joy, Impact and Health.

Vision: Our vision is to help our clients live an intentional life full of excellence and joy. We want our clients to look back on their life and know they were intentional with their goals, time, and energy. Helping our clients live a life of excellence and joy is very meaningful work.

Mission: Our Mission is to understand the purpose of your wealth and what's most important to you so we can help you live your best life possible, today and tomorrow. 

Our How:  We take all that you share and create a detailed strategy, including alternative scenarios for your review. We work with you on a plan to prioritize and implement the changes. Together, we check things off one at a time.  We then keep your goals and wealth analysis updated on a regular basis.  As your life changes, we are here to hold your hand every step of the way.

Weddington Advisors

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Teams

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Weddington Advisors

Org chart

Teams

Offices

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