A complete list of active advisors currently associated with NoDa Wealth Management LLC

Warmer can help you find a great advisor at NoDa Wealth Management LLC or one who fits your needs even better.

The firm provides investment management, ongoing financial planning, and tax services to individual and high-net-worth clients. It also offers project‑based, limited-scope planning engagements and may coordinate with outside professionals when clients request additional legal, accounting, or insurance advice. Investment strategy is grounded in modern portfolio theory with an emphasis on asset allocation, a mix of passive and active vehicles, and attention to tax efficiency and underlying fund holdings when constructing portfolios. The firm typically manages client accounts on a discretionary basis, tailors allocations to client goals and risk tolerance, and permits clients to impose reasonable written restrictions on holdings or sectors. Distinctive aspects include its recent formation and relatively small scale — managing roughly $13 million for a small client roster — which the firm pairs with a fee‑only, fiduciary approach and inclusion of tax preparation within wealth management services. Operational practices that differ from many peers include executing client trades on an individual rather than aggregated (block) basis, relying on custodial statements for performance/holdings reporting, leaving proxy voting to clients, and recommending institutional platforms such as Altruist, Fidelity, and Schwab.

To learn more about the advisors currently working at NoDa Wealth Management 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
Evan Luongo	Charlotte, NC	8

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support