Dalton Financial LLC is an independent Charlotte, North Carolina fee-only registered investment advisor and financial planning firm. Robert Higgins, principal of the firm, is a fee-only investment manager and CFP® professional.
We offer client-centered wealth management services to affluent individuals. Our perspective is grounded in 34 years of experience in business and finance. While many clients come for the advice, many simply prefer to delegate some responsibility for managing and supervising their personal financial assets. Additionally, we provide investment management services for company sponsored retirement plans. Our expertise, innovative thinking and collaboration are what you expect from a fiduciary advisor.
We want to earn the right to be the trusted advisor. We listen carefully to understand your values and who and what matters to you. Together, we map the path ahead.
Collaboration with our clients’ other professionals often results in a new set of priorities. At a minimum, you can expect a new sense of control and peace of mind.
Dalton Financial LLC is a North Carolina registered investment advisor based in Charlotte, NC. This website is provided for informational purposes and should not be construed as solicitation for securities transactions or financial advice for compensation. Neither diversification nor asset allocation can ensure a profit or protect against a loss.