Broker Check

Rutledge Financial Partners - Matthews, NC

1013 Chestnut Lane, Matthews, NC 28104

 

Team

At Rutledge Financial Partners, LLC, we work with an extensive team of diverse professionals, from money managers and investment consultants to CPAs and attorneys. Meet our professionals based in North Carolina:
 

Johnny Rutledge, AAMS®

President, Independent Wealth Manager

(704) 684-0671

704-684-0672

Johnny Rutledge is the founder and President of Rutledge Financial Partners, LLC and an Investment Advisor Representative with LPL Financial.

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George Irby

Partner, Wealth Manager

704-684-0671

704-684-0672

George Irby is a Partner at Rutledge Financial Partners, LLC and is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. His mission is to...

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Keith Dixon, CRPC® APMA Wealth Management Partner Keith Dixon is a Partner at Rutledge Financial Partners, LLC with more than two decades of experience in the financial services industry. Serving a diverse range of clients, from career...

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Joan Grenert is the Director of Operations with Rutledge Financial Partners, LLC, managing the firm's business development, client relations, and office administration.

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Nick Miles, CFP®

Partner, Wealth Manager

704-684-0671

704-684-0672

Nick Miles is a wealth manager with Rutledge Financial Partners, LLC and a registered representative with LPL Financial. Nick is passionate about helping clients make smart decisions with their money and a strong advocate for financial...

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