Lake Norman Financial Group is a financial planning and investment advisory firm based in Cornelius, North Carolina. Guided by the values of integrity, loyalty, trust, and compassion, the firm aims to educate and empower clients to pursue their personal definition of wealth: living the life they want, caring for loved ones, and helping others do the same. Its approach begins with understanding each client’s goals and current financial situation, followed by written recommendations tailored to their needs.

Services include financial planning and research-driven investment advice, informed by financial plan projections, established investment principles, and each client’s investment personality. The firm also works with people facing specific life stages and transitions, including widowhood, retirement, divorce or separation, receiving an inheritance, becoming an empty nester, and managing a high income. Planning may address financial independence, retirement income, wealth growth, tax exposure, and protecting inherited assets.

Lake Norman Financial Group offers client portals for financial planning and investment accounts, statements, and tax documents.