Concord, NC Office

Exodus Wealth serves individuals (including high net worth clients), trusts, estates, charitable organizations and pension/profit-sharing plans, offering asset management, financial planning and consulting, pensions consulting, and referrals to third‑party money managers. The firm provides discretionary portfolio management alongside standalone written financial plans or consulting engagements billed on an hourly or flat‑fee basis and reports managing several hundred million dollars in discretionary assets.

The firm emphasizes continuous, tailored account supervision with portfolios constructed from individual stocks and bonds, ETFs, mutual funds, options and other public and private investments, and it uses a mix of fundamental, technical and cyclical analysis across long‑term, short‑term and trading strategies. Portfolios are reviewed at least quarterly with periodic rebalancing, the firm conducts due diligence and ongoing monitoring of recommended third‑party managers, and it typically recommends Schwab as custodian while retaining discretion to select execution venues.

What sets Exodus apart from many multi‑team peers is that a number of its advisers are also registered representatives of a broker‑dealer and are licensed insurance agents, activities the brochure discloses as potential conflicts because they can result in commissionable product sales outside advisory accounts. The firm is also affiliated with other advisory and portfolio management entities and offers non‑advisory services (such as tax preparation and trust/estate legal work) through separate engagements, and it recently changed its legal structure and firm name as disclosed in its material changes.