Connect with our Charlotte Team

When it comes to asset management, everything we do starts with understanding our clients and their objectives. We have three main divisions that allow us to work with individuals, businesses, and plan participants. We strive for the best in every market we serve. Our top tier advisors and professionals allow us to be seen as one of the best places to do business. We believe in bringing simplicity into an industry that can be complex.

Our entrepreneurial, team-oriented approach to wealth management, retirement plan consulting and financial wellness means that you always have access to the resources that you need. We believe that every client has unique goals which is why we believe in collaboration. Our end goal is the same as yours – to help you achieve your life’s ambition. We look forward to helping you achieve yours.

Hi. We're Prime Capital Financial.

We’re an independent financial services firm guided by a vision – to help our clients’ dreams become greater than before.

We are proud to provide a wide range of top-tier solutions ranging from personalized financial planning to retirement consulting, tax planning, risk management and beyond. We can’t wait to provide you with the financial freedom you need and the peace of mind you deserve. Prime Capital Financial is an award-winning, federally registered investment advisor (RIA) recognized as one of the leading firms in the U.S. Click here to learn more about who we are!

Charlotte - Uptown

101 N Tryon Street, Suite 600
Charlotte, NC 28246

Lake Norman Area

19109 W Catawba Ave, Suite 200
Cornelius, NC 28031

106 Langtree Village Dr, Suite 301
Mooresville, NC 28117