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Thank you to our 2024 partners.

These companies are an integral part of the success of FPA of Charlotte and we thank them for their continued support.

Click HERE to learn more about how you can partner with us.

Diamond Partners

RIA Insider is the digital extension of Capital Group's RIA-focused team. Provides you with an all-in-one portal to a range of tools and resources designed to help your firm excel.

Capgroup.com/ria

Antonio Bass
antonio.bass@capgroup.com

Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 14 global offices across North America, Europe, and Asia.

Jackson Doggett
jackson.doggett@dimensional.com

Platinum Partners

Boutique, fixed income manager, specializing in fully customizable separately managed accounts. Offering both taxable, and tax-exempt portfolios.

Mason Durand
durandm@bellhaven.com

Care managers help families navigate the long-term care system by providing guidance and support. Our team of social workers, nurses, and gerontologists can assist professionals working with older adults who are planning for aging so that they can make informed decisions as aging consumers.

Jennifer Szakaly
jennifer@caregivingcorner.com

Our banking services are designed to support you or your business through every stage of life. Whether you’re just starting out, planning to grow, or retire – our banking services and personalized approach can help.

Stephen Heeseman
stephen.heeseman@townebank.net

Gold Partners

Since 1931, we have taken a long-term approach that’s consistent with the long-term goals of our investors. We offer our funds through financial professionals because we believe in the value of professional advice. Today, we're one of the world's largest investment management organizations, managing $2.2 trillion.

Shane Chareonchump
shane.chareonchump@assetmark.com

Embrace Care offers continuous in-home caregiver services in Mecklenburg and Union Counties, designed to meet the unique health needs that you and your family may face, whether temporary or long term. The optimal goal is to provide general and comprehensive care to embrace one’s quality of life and provide healthy alternatives as your needs change. Embrace Care’s broad spectrum of services will give you or your loved one increased understanding and control over personal medical matters and more freedom and choices in how you live your everyday life.

Thomas Brewer
tbrewer@southminster.org

A pioneer in global investing, First Eagle was built on the notion that fundamental, bottom-up research helps uncover attractive opportunities across markets worldwide—and that through active portfolio construction and management these opportunities can be leveraged for the potential benefit of clients in search of diversified sources of risk and return.

Erik Martenson
erik.martenson@firsteagle.com