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Charlotte’s JHG Financial Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. Whatever your retirement planning and financial requirements are our specialists are attentive and adhere to all your unique personal needs. First we listen, then we help you step-by-step to gain financial peace of mind, security and growth.  

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    Jud Gee Charlotte financial planning advisor and planner

    Meet the Managing Partner Judson Gee

    Over 20 years of experience in the financial planning industry FIVE STAR BestIn Client Satisfaction Wealth Manager every year since 2008.

    JHG Financial Advisors Charlotte NC financial planning 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.

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    Representing Sound Financial Expertise Nationwide.

    Let’s work together to design your personalized Charlotte financial planning blueprint


    JHG Financial is committed to helping you make sound decisions that could ensure your financial well-being and success in reaching your goals..

    We will accomplish this through:

          Education: making sure you understand every decision

          Communication: communicating with you regularly

          Service: providing the service you deserve

          Commitment: always putting your needs first

          Confidence: building and maintaining your trust in us

    Charlotte retirement planning financial advisor planning

    Get Your Free Copy of

    The Financial Planning Freedom Guide To Retirement

    Essential insight and tools for an easy, fruitful and happy retirement.

    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.

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