Our Mission at Family Wealth Partners is to help families achieve exceptional stewardship by creating clear and compelling roadmaps for their future and helping them take the next best step in their journey.



Our Vision is to be a Philanthropic Entrepreneurial Venture led by a Team of Financial Professionals Passionately Surrendered to Christ for His Glory in heaven and here on earth by running His company according to Biblical principles.


Passion: We are fully engaged in the fulfillment of our mission. 
Hospitality: We will serve following the example of Jesus Christ – through self-giving and other-centered love.

Humble Courageous Confidence: We will lead in a fearless manner, yet with an unassuming spirit, trusting that our unknowable future is in the care of our good God.

2518-B Plantation Center Drive, Matthews, NC 28105
Tel: (704) 321-0152  Fax: (866) 682-5062

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Family Wealth Partners and Independent Advisor Alliance are separate entities from LPL Financial.  The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: {AL, AZ, CA, FL, GA, MA, NC, NJ, NY, OH, PA, SC, VA}

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