Why Choose Us?
Rutledge Financial Partners is home to a team of experienced Wealth Managers based in Matthews, North Carolina. Catering to our community, we strive to provide you with impeccable service and personalized attention. Working with us, we believe you can benefit from:
No Proprietary Products
As independent financial advisors, we have no proprietary products. Our objective is to always serve you first and remain free to choose from a wide range of products.
Our Holistic Approach
We believe your financial strategies should be just as unique as your goals. Offering comprehensive financial services – from money management to financial planning – we serve sports and entertainment figures, families, executives, and business owners. Through our process, we take the time to identify your entire financial picture, including where you are today and where you envision yourself in the future. Following, we develop personalized strategies tailored to your needs and objectives. As financial strategies and investing are long-term commitments, we provide regular monitoring and adjustments to ensure the strategies are current.
We want you to feel comfortable and confident in your relationship with us. We are committed to upholding a high level of transparency, keeping you informed about the services we recommend, the strategies we create, and the fees we charge.
Ongoing Education & Helpful Tools
With the support of broker-dealer LPL Financial, our team of investment advisors have access to a number of resources, tools, up-to-date market research, and money managers. We offer ongoing education on the latest investment opportunities, market trends, and much more.