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Plan Smarter, Live Better.

Committed to fiduciary excellence in every step of your financial plan.
 

Anchor Your Future with us

Your Financial Compass

Your Financial Compass

We understand that managing a portfolio is only one aspect of your financial journey. Using our Financial Compass, we can help you navigate all the pieces of that journey.

Client Centered

Being a SmartVestor Pro isn’t bought, it is earned.  Brad went through an extensive process to ensure alignment with Dave’s values and expectations which, among other things, means his philosophy is that of a teacher and not of a salesperson.

Brad Hudson has been named Forbes "Best-in-State Wealth Advisors" for North Carolina 2019-2025

Brad Hudson has been named Forbes "Best-in-State Wealth Advisors" for North Carolina 2019-2025

Partnering with clients for over 20 years!

  Accredited Investment        Fiduciary®

  Accredited Investment        Fiduciary®

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CERTIFIED FINANCIAL PLANNER®

CERTIFIED FINANCIAL PLANNER®

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Certified Investment Management Analyst®

Certified Investment Management Analyst®

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How We Work

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.