Fee-Only Financial Advisor in Statesville, NC
Financial planning for everyseasonof life.
A financial plan should feel clear, objective, and entirely your own.
At Autumn Branch Capital, we believe financial planning should go beyond the numbers. We provide transparent, objective advice designed to help our clients grow and protect their wealth, achieve their goals, and enjoy greater peace of mind.
Statesville · Mooresville · Hickory · Winston-Salem · Nationwide
You’ve worked hard, saved well, and deserve a trusted partner to help navigatewhat’s next.
Autumn Branch Capital works with individuals and families who are asking questions like these:
How can I be more intentional with my wealth?
A properly constructed financial plan built around your values is at the center of our planning process. It helps bring clarity to your retirement questions and quantifies the potential trade-offs along the way, so every decision has a clear “why.”
Are there tax, estate, or investment opportunities I’m overlooking?
Holistic advice from a CFP® professional and Enrolled Agent (EA) helps ensure all aspects of your financial life are working together, so no stone is left unturned.
How can I improve the financial future of my family and generations to come?
Proactive coordination with your CPA and estate planning attorney, along with wealth-transfer planning and tax-efficient charitable strategies, helps bring clarity to the important decisions affecting you and your family.
What makes Autumn Branch Capital different?
Fee-Only
We’re compensated solely by the clients we serve, never by commissions or product sales, so our advice stays objective.
Fiduciary Standard
When you work with a CFP® professional, you partner with a fiduciary who is required to put your interests first, always. At Autumn Branch Capital, we believe in putting clients first, not simply because we are required to do so, but because it is the right thing to do.
Values-Based Approach
Our team enjoys having time to learn where you are today and where you aspire to be in the future. We also understand that your “Why” can change as life progresses, which is why we implement a value-based planning approach to help ensure no stone is left unturned and we truly know you.
Financial Planning Centric
Our team believes a financial plan and investment management strategy should complement each other and be easy to understand so you can feel confident in any season of life. Insights from a financial plan should be implemented strategically and with sensitivity to taxes, cash flow, and other important planning considerations.
Downtown Statesville, North Carolina
Intentional planning with a hometown feel based in Statesville, NC
Autumn Branch Capital is a fully independent, fee-only financial advisory firm providing financial planning and investment management services to clients in and around Statesville, North Carolina, as well as virtually nationwide.
I founded Autumn Branch Capital to serve clients in a transparent and fair manner. The firm's name is inspired by Autumn Branch Road, where I grew up and where my childhood home was located.
Who We Serve
A financial plan should evolve to accommodate changes in your life, health, or financial circumstances.
Young Professionals
- Investment Strategy Construction
- Cash Flow & Budget Optimization
- Employer Benefits Review
- Tax-Efficient Savings Strategy
- Debt Reduction Gameplan
- Financial Foundation & Goal Planning
Wealth Accumulators
- Tailored Retirement Plan
- Tax Return Review
- Equity Compensation Planning
- Estate Planning Discussion
- Charitable Giving Strategies
- Investment Account Consolidation
Retirees
- “What If” Retirement Scenario Analysis
- Roth Conversion Review & Tax Assessment
- RMD Planning & Income Mapping
- Social Security Timing Discussion
- Trust, Probate, and Estate Plan Review
- Portfolio Drawdown Strategies
Legacy & Family Wealth
- College & Education Planning
- Future Beneficiary Education
- Wealth Transfer Roadmap
- Charitable & Philanthropic Giving
- CPA & Estate Attorney Coordination
- Review Legacy Goals and Aspirations
Our Process
Our values-based process begins by putting you first and is designed to build a trusted, long-term partnership.
01 — Introduction
Learn About You
An introductory conversation about you, your family, your interests, and what you hope to accomplish.
02 — Discovery
Data Gathering
A deeper look at your income, expenses, assets, taxes, estate plan, investments, and financial priorities.
03 — Plan Review
Review Your Plan
We walk through your preliminary financial plan, discuss it openly, and identify your next steps.
∞ — Ongoing
Consult Regularly & Refine
Regular check-ins and an annual comprehensive review help your plan evolve alongside your life.
Recent Blog Posts
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A conversation focused on you, what matters most, and what you’re looking for in a financial partnership.
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