Family Wealth Partners is a Registered Investment Advisor (RIA) and fiduciary firm based in North Carolina. We believe that everyone deserves access to trusted investment and financial planning advice.

Our services are designed for individuals who are serious about reaching their goals and making informed financial decisions. Through professional guidance, investor education, tailored financial planning, and investment advice, we help clients navigate both the big picture and the fine details of their financial lives.

Whether through an initial consultation or by attending one of our educational events, you’ll have the opportunity to learn how we work, what you can expect, and how we might be the right financial partner for your journey.

President & Founder

Investment Advisor
Lead Financial Planner

Keith has been a registered investment advisor since 1997. He has real life experience servicing Individuals, Families and Business Owners in all kinds of markets & economies. Keith works directly with clients in assisting them with investing, proper diversification & allocation, overall & ongoing financial planning, and many other aspects of ones financial life.

Business Developement & Financial Advisor

Investment Advisor
Manager of TuitionFocus-College Planning Service

Leo's background is in student lending, financial aid and helping families with college funding strategy. After attending Family Wealth Partner's education events, he saw the value in expanding his knowledge to serve clients in a broader capacity and joined Family Wealth Partners as an advisor in 2013.

Financial Advisor

Chandler brings the same discipline, preparation, and commitment that shaped his collegiate baseball career to his work as a Financial Advisor at Family Wealth Partners.

After playing college baseball at UNC Charlotte, Gaston College, and Campbell University, Chandler earned his degree in Finance and Business Administration from Campbell and returned to UNC Charlotte to pursue his MBA.

At Family Wealth Partners, Chandler works with individuals and families to develop long-term financial strategies centered on what matters most to them. He is passionate about financial planning, investing, and building lasting relationships that help clients approach their financial future with greater confidence and clarity.

Clients Services & Operations

Eileen's background is in education, as she started her career as an elementary school teacher.  In 2005 she joined Family Wealth Partners as our client services specialist and overtime taking on the role of operations.  Eileen's role is assisting the advisors, staff, and clients with all aspects of creating, servicing accounts, and following up with clients on multiple things.  In addition, she assists and leads in many of the overall operations of the firm and compliance.

Copyright © 2023
Family Wealth Partners
704-782-9064

Investment Advisory Services offered through Family Wealth Partners, a North Carolina Registered Investment Advisor.

Directions to Concord Office