Financial planning for what's 
most important to you.

CONNECT

Address:

13850 Ballantyne Corporate Place,
The Hixon Building, Suite 500
Charlotte, NC 28277

Phone:

704-887-4902

Fax/Other:

888-728-2811

About Us

"We specialize in helping people align their financial choices with their core values so they can feel inspired and empowered about their future."-- Judith Mohr, CFP®.

Judith Mohr is a CERTIFIED FINANCIAL PLANNER™ professional and independent financial advisor. Her financial service career began in 1987 as a financial consultant with a major brokerage firm.  She later joined a large private bank to direct  a team of financial specialists in investment management, insurance services, and estate planning to assist her clients' more comprehensive needs.  She started her independent financial planning firm in 2002.

She specializes in providing independent advice, and personal financial plans tailored to help each person reach their goals with confidence.

Judith holds the following FINRA Licenses: 7, 63, and 65; as well as insurance licenses for Life/Health & Accident,  Disability, and Long Term Care.  She earned her bachelors degree from Texas Christian University and her CFP® designation from the College for Financial Planning in Denver, Colorado.





 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck