Our Charlotte NC Financial Planning Services Company

JHG Financial Advisors was founded with the goal of assisting our clients in every aspect of their financial lives . . .

Our Commitment

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable . . .

Our Principles

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future . . .

Project Healing Waters

Whether assisting veterans, retirees, or young professionals our goal is to holistically prepare them for every aspect of their financial lives……

Estate & Retirement Planning

Devising an estate plan plays a vital role in securing your family’s financial future.

No matter what your age, retirement planning is an essential part of your overall financial road-map.


What would happen to your family, as well as your financial objectives, if something unexpected happened to you, your spouse or your partner?

Financial Planning Services

As we see it, JHG Financial’s primary role is to protect your financial blind sides.  We provide our Charlotte clients with an unbiased financial resource that can offer you advice based solely on your needs and goals.  We are able to give you guidance that is truly objective, unencumbered by any potential conflicts of interest.  We have no proprietary investment products to recommend and no vested interest in promoting a particular product or service.  Our only interest is that your investment program meets your financial objectives and covers your financial blind sides.

About Us

Charlotte NC Financial Planning Retirement Advisor Portfolio Management

JHG Financial Advisors was founded on the principle that an in-depth, hands-on understanding of your current financial situation is vital to helping you make well-informed decisions about your financial future.

We strive to simplify the decision-making process, paring down the many choices of investment products to those that fit your financial objectives, your time horizon and your tolerance for risk as measured against your short and long-term goals.

As Charlotte’s premier financial advisor, JHG Financial Advisors is setting the standard in providing comprehensive wealth management and investment advice.

Free Financial Portfolio Risk Analysis

With patented Risk Number® technology, we objectively calculate our investor’s true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics. Let Charlotte’s JHG Financial Advisors engineer the risk in a portfolio to fit your unique and individual risk preferences and your expectations with a 95%  mathematical confidence. Ever wonder if a your risk preference will allow you to achieve your goals—Let JHG Financial Advisors calculate your probability and build a map to success.

Get Your Free Consultation

    Free Financial Advisor Planning Information Charlotte NC

    Order Your Free E-Book

    What’s In The E-Book

    A brief retirement planning guide that will introduce you to some key concepts and tools to ensuring a retirement that is comfortable, purposeful, fruitful and happy.

    Contact Us

    JHG Financial Advisors
    1370 Briar Creek Rd
    Charlotte, NC 28205-6271
    Phone: (704) 536-3423
    Fax: (704) 536-3425
    Email: Judson.Gee@JHGFinancial.com

    Contact JHG Financial Planning Advisors

    Helping Protect Your Financial Blind Sides

    (704) 536-3423

    Advisory services offered through Kingswood Wealth Advisors​. Securities services offered through Kingswood Capital Partners, LLC member FINRA/SIPC.

    Check the background of this firm on FINRA's Broker Check.

    Facebook Disclaimer - This site is not part of the Facebook website or Facebook Inc. Additionally, this site is not endorsed by Facebook in Any Way. FACEBOOK is a trademark of Facebook, Inc