A complete list of active advisors currently associated with Mansa Wealth Advisory, LLC
Warmer can help you find a great advisor at Mansa Wealth Advisory, LLC or one who fits your needs even better.
Mansa Wealth Advisory is a state‑registered investment adviser in North Carolina that provides comprehensive financial planning services, including retirement planning, tax planning, estate planning, investment analysis, insurance reviews, and employee benefits optimization. The firm also offers educational workshops, seminars, webinars and speaking engagements on personal finance topics; these presentations are educational in nature and do not create an advisory relationship. When engaged, the firm delivers a written or electronic financial plan tailored to a client's circumstances and bills for planning on an hourly basis; clients are responsible for implementing investment recommendations because the firm does not manage client investment accounts, accept custody, or exercise discretionary authority. The planning process emphasizes coordination across tax, cash‑flow, insurance, and retirement considerations and may incorporate asset allocation principles, fundamental analysis, and tax planning where appropriate. Mansa Wealth Advisory operates under common ownership and control with an affiliated CPA practice that provides tax preparation, tax planning, bookkeeping, and consulting services, and the principal devotes a substantial portion of professional time to both businesses — a relationship the brochure discloses as a potential conflict of interest. Relative to peers with no active SEC‑registered advisors, the firm is notable for combining public financial education offerings with integrated tax and accounting services for individuals, business owners, and nonprofit clients.
To learn more about the advisors currently working at Mansa Wealth Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Charlotte, NC
| 0
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