Hayden Harper Advisory

Protecting your estate, investing wisely, and building a family legacy for generations to come are just a few of the many details and strategies that go into devising a sound wealth plan for you and your family. It is important that you find a partner that understands your needs, goals and dreams on a personal level.

We are an independent, fee-based investment advisory group – a discretionary asset manager. Plans begin with a blank sheet of paper. They are completely independent, unique and tailored around your family’s specific situations, objectives and goals. We are known for creativity, thoughtful analysis, quality execution and remarkable client service.

For Clients with investments over $2mm, we offer fully customized family office services. For clients with qualified or non-qualified investments accounts we offer our our Investment Management Services.

Investment Management Services: Learn more about how you can roll over your retirement account.
Hayden Harper Advisory Advantage: Total Family Wealth Planning, Focus on Performance, and No-Conflict Compenstation.

Financial Advisor in Charlotte

Our Approach
  • Help reduce or eliminate unnecessary risk by providing a breadth of investment options and asset classes
  • Offers opportunities for investments that can provide lower fees, better management and superior results
  • Provides the freedom to form strategic alliances with independent investment professionals whom we consider best in class
  • Allows the flexibility to discontinue an affiliation of any investment that does not perform to our expectations
  • Allows clients to continue using relationships with existing financial professionals, while still involving Hayden Harper in their strategic plan
  • Provides independence from brokerage-promoted investment packages
  • Provides ongoing transparency that shows clients the true return on their investments