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Robert H
CFP®, ChFC®, Series 63, Series 65
Charlotte, NC
Dalton Financial LLC
Robert Higgins is a CFP® and ChFC® with 30 years of experience in financial advising. He is the principal of Dalton Financial LLC, an independent firm based in Charlotte, NC, and has worked at Allen C. Ewing & Co. since 2015. Dalton Financial LLC offers personal financial planning and discretionary investment management primarily to individuals, families, trusts, estates, and closely held businesses. The firm’s investment approach focuses on strategic asset allocation over a multi-year horizon, utilizing index-based ETFs and low-cost mutual funds as core holdings while incorporating actively managed funds or individual securities when appropriate.
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