Broker Check

Rutledge Financial Partners - Matthews, NC

1013 Chestnut Lane, Matthews, NC 28104

 
Our Mission Long-Lasting Relationships Detailed Strategies Tailored to You

Our Approach

A full-service practice utilizing a holistic approach to investing.

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Comprehensive Services

Helping individuals and families preserve their hard-earned wealth.

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Business Strategies

Assisting business owners with their financial and retirement plan needs.

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A Full-Service Wealth Management Firm in North Carolina

The only constant in this world is change. From the markets and economy to your personal finances and goals, you likely experience fluctuations on a daily basis. At Rutledge Financial Partners, LLC, we believe everyone needs a comprehensive financial strategy that is flexible enough to adjust regularly and strong enough to withstand those changes. Our goal is to create such strategies for our clients.

We work with a diverse range of people, from sports and entertainment figures to business owners to high net worth families. Whether you are just starting to build your wealth or are concerned with preserving what you’ve worked hard to accumulate, we aim to work closely with you to develop customized investment strategies that address your entire financial picture, risk tolerance, and goals.

Based outside of Charlotte in Matthews, North Carolina, we work with clients locally in Union County and Mecklenburg County, as well as in multiple other states. Contact us today to learn more about how we may be able to help you through the many stages of your life.

Helpful Content

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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Pundits say a lot of things about the markets. Let's see if you can keep up.

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