Muirfield Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Muirfield Wealth Advisors serves individuals, high‑net‑worth clients, families, trusts, estates, and small businesses with discretionary wealth management and financial planning services. The firm reports roughly $256 million in assets under management across about 143 client relationships and provides portfolio construction, ongoing supervision, and retirement‑account advice.
The firm’s investment approach is goal‑driven and primarily long‑term, typically using ETFs, mutual funds, individual stocks and bonds and selecting lower‑cost share classes when custodial constraints allow; portfolios are customized for risk tolerance and may be rebalanced or adjusted for tax or cash needs. Muirfield Wealth acts as a fiduciary for retirement accounts, may recommend rollovers when appropriate, and sometimes implements short‑term trades or cash positions to meet client objectives.
Noteworthy features for a small, two‑advisor practice include a recent consolidation of ownership to a single principal and an institutional platform relationship that provides research, software and other non‑cash support — including startup reimbursements — which the firm discloses as a potential conflict in custodian recommendations. Advisors at the firm also maintain insurance licenses and may earn commissions for insurance sales, the firm occasionally uses unaffiliated independent managers, and it sometimes retains legacy positions or non‑institutional mutual fund share classes due to custodial or tax considerations.
Client services
Expertise
Fee options
In certain circumstances, may charge fixed annual rate or fixed fee for services.
up to 1.50% annually, tiered incremental fee schedule with rate reduced as assets increase
Account minimum: $500,000, which may be reduced at sole discretion Fee-only: Wealth management fees based on assets under management; also may charge fixed annual or fixed fees in certain circumstances.
Main office
6101 Carnegie Blvd., Suite 550
Charlotte NC 28209
Advisors at this office
2
Most active in
Georgia · North Carolina · South Carolina · Texas
Also doing business as
Muirfield Wealth Advisors LLC · Wintergreen Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Joshua B
CFP®, Series 66
Charlotte, NC
Muirfield Wealth Advisors LLC
Joshua Bailey is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Muirfield Wealth Advisors LLC since 2021 and previously held roles at Carroll Financial Associates Inc., Cetera Advisor Networks LLC, and Axa Advisors, LLC. Bailey is also licensed as an insurance agent and sells life insurance, annuities, and long-term care products. Muirfield Wealth Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management and financial planning services. The firm employs a goal-driven, primarily long-term investment approach using ETFs, mutual funds, individual stocks, and bonds, with portfolios customized for risk tolerance and adjusted for tax or cash needs as appropriate.
Philip B
CFP®, Series 63, Series 65
Charlotte, NC
Muirfield Wealth Advisors LLC
Philip Bailey is a CFP® with 40 years of experience in financial services. He is currently with Muirfield Wealth Advisors LLC, where he has worked since 2021. His prior experience includes roles at Raymond James Financial and Bailey Retirement Partners. He is also licensed as an insurance agent and sells life insurance, annuities, and long-term care products as a secondary business activity. Muirfield Wealth Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management and financial planning services. The firm uses a goal-driven, primarily long-term investment approach with customized portfolios and acts as a fiduciary for retirement accounts.
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