Charles Michael Financial LLC

We are an independent, fee-only financial planning firm customized for the 1811 Community. At Charles Michael Financial, we know that you want to propel your family toward financial independence and live your best life. The problem is, there's so much conflicting noise and chaos surrounding money (and life) that you don't know where to start. As federal agents ourselves, we've lived through the financial confusion you're facing. That's why we agree to be tenacious in finding solutions to help you maximize your 1811 wealth. We collaborate with families who are willing to test their mettle and rise against the status quo of overconsumption, needless fears of missing out and confusing financial jargon. We humbly aim to follow in the footsteps of St. Michael to offer sage, insightful advice and stand with you in the Battle for Financial Independence. It's time to live the adventure of today...with a plan for tomorrow. Be the Hero for You and Yours!

 

To Learn More: Coming Soon: The MoneyArmor™ Membership

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

4030 Wake Forest Road, Ste. 349 Raleigh, NC 27609 Phone: (919) 727-4511

Primary Office

4030 Wake Forest Road, Ste. 349 Raleigh, NC 27609 Phone: (919) 727-4511