SIGNATUREFD UNDERSTANDS THE RELATIONSHIP BETWEEN WEALTH AND WORTH.

We define wealth as the accumulation of more and worth as the achievement of better. At the intersection of Wealth & Worth is where we can help define what “have it all” means to you.

SPEAK TO AN ADVISOR

Wealth - The accumulation of more | Worth - The acheivement of better diagram

Wealth - The accumulation of more | Worth - The acheivement of better diagram

The ‘Wealth – Worth’ intersecting circle logo is a trademark of SignatureFD, LLC, all rights reserved

SIGNATUREFD UNDERSTANDS THE RELATIONSHIP BETWEEN WEALTH AND WORTH.

We define wealth as the accumulation of more, and worth as the achievement of better. At the intersection of those two ideas, is where we can help define what “have it all” means to you.

SPEAK TO AN ADVISOR

The ‘Wealth – Worth’ intersecting circle logo is a trademark of SignatureFD, LLC, all rights reserved

Understanding your unique perspective and mindset is key to planning your wealth strategy and discovering the shortest path to Net Worthwhile™.

TAKE THE QUIZ

True wealth is bigger than just the accumulation of more

Our clients are looking for more than just more wealth — they want their wealth to enrich the people and things that are important to them. More meaning. More satisfaction. More of what’s worthwhile in life.

Our financial advisors want to know: Where do you see yourself in ten years? Who are the people you want to take care of? What brings you joy?

WE BELIEVE IN HELPING OUR CLIENTS ACHIEVE WEALTH BEYOND MONEY™—

FINANCIAL SECURITY
IS JUST THE FIRST STEP.

OUR APPROACH

It is our belief that people fall into one of four investment mindsets. Understanding their unique perspective and mindset is the key to helping our clients find the shortest path to Net WorthwhileTM.

We believe pursuing Net WorthwhileTM requires a holistic approach, offering financial solutions that help you grow, protect, give and live your wealth to the fullest.

SOLUTIONS FOR REAL PEOPLE

LEARN MORE

*SERVING CLIENTS FOR OVER 25 YEARS

ASSETS UNDER MANAGEMENT
(as of 3/22)

$6.9 BILLION

CLIENT
RETENTION RATE*

97%

EMPLOYEE
RETENTION RATE*

96%

CURRENTLY SERVING

1,500+ FAMILIES

(as of 3/22)

Please Note: Should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.

Signature Solutions

WEALTH MANAGEMENT, EVOLVED

Our approach is different because it doesn’t start with ‘who we are’ – it starts with who you are. It turns out that ‘one-size fits all’ doesn’t actually fit anyone very well. By custom-designing a plan with your financial advisor that puts you at the center of all decisions, we believe you’ll be in the best position to grow, protect, give and live your wealth to the fullest.

SignatureEXEC

You take care of your company, but are you confident you are doing all you can with your executive benefits and your personal wealth to be ready for what’s next in life? Our executive advisors are here to help.

LEARN MORE

SIGNATUREGENEROSITY

Embracing a spirit of generosity is a way to live a more fulfilled, vibrant life and can trigger surprising ripple effects, transforming your life and the lives of others in ways you may never have imagined. Our generosity advisors will help you get there.

LEARN MORE

SIGNATUREHEALTH

A person’s well-being depends on more than just physical health. Commitments to family, patients, and practice can leave little time for health care professionals like you to focus on long-term financial security. Our advisors know just how to help.

LEARN MORE

SIGNATURELAW

As a successful attorney, your time is one of your most valuable assets. Every day, you must balance your professional obligations to your clients and your firm with your commitments to your family, friends, and personal interests. We have advisors equipped to help you.

LEARN MORE

SIGNATUREEXEC

You take care of your company, but are you confident you are doing all you can with your executive benefits and your personal wealth to be ready for what’s next in life? Our executive advisors are here to help.

LEARN MORE

SIGNATUREGENEROSITY

Embracing a spirit of generosity is a way to live a more fulfilled, vibrant life and can trigger surprising ripple effects, transforming your life and the lives of others in ways you may never have imagined. Our generosity advisors will help you get there.

LEARN MORE

SIGNATUREHEALTH

A person’s well-being depends on more than just physical health. Commitments to family, patients, and practice can leave little time for health care professionals like you to focus on long-term financial security. Our advisors know just how to help.

LEARN MORE

SIGNATURELAW

As a successful attorney, your time is one of your most valuable assets. Every day, you must balance your professional obligations to your clients and your firm with your commitments to your family, friends, and personal interests. We have advisors equipped to help you.

LEARN MORE

SIGNATUREWOMEN

At SignatureFD, our advisors understand that a woman’s wealth management needs are as unique as she is. In response to that, we created SignatureWOMEN, our innovative solution to helping women like you build and grow their wealth.

LEARN MORE

SIGNATUREENTREPRENEUR

As an entrepreneur, your business requires an inordinate amount of your time and energy. At SignatureFD our advisors help business owners achieve and maintain independence and balance in their lives.

LEARN MORE

SIGNATUREPRO

As a professional athlete, you have seen the results when talent, hard work, and the right coaching come together. Our advisor team specializes in helping you apply the same principles you’ve used to succeed on the field to your off-the-field opportunities.

LEARN MORE

SIGNATUREVETERINARY

Combining comprehensive wealth advisory services with in depth experience advising veterinarians during various stages of the hospital ownership life cycle, we believe we are uniquely qualified to help you achieve your Net Worthwhile™️.

LEARN MORE

SIGNATUREWOMEN

At SignatureFD, our advisors understand that a woman’s wealth management needs are as unique as she is. In response to that, we created SignatureWOMEN, our innovative solution to helping women like you build and grow their wealth.

LEARN MORE

SIGNATUREENTREPRENEUR

As an entrepreneur, your business requires an inordinate amount of your time and energy. At SignatureFD our advisors help business owners achieve and maintain independence and balance in their lives.

LEARN MORE

SIGNATUREPRO

As a professional athlete, you have seen the results when talent, hard work, and the right coaching come together. Our advisor team specializes in helping you apply the same principles you’ve used to succeed on the field to your off-the-field opportunities.

LEARN MORE

SIGNATUREVETERINARY

Combining comprehensive wealth advisory services with in depth experience advising veterinarians during various stages of the hospital ownership life cycle, we believe we are uniquely qualified to help you achieve your Net Worthwhile™️.

LEARN MORE

READY TO DISCOVER YOUR NET WORTHWHILETM?

SPEAK WITH AN ADVISOR

SOLUTIONS FOR REAL PEOPLE

Understanding your unique perspective and mindset is the key to helping you find the shortest path to Net WorthwhileTM

GROW

Focus: Growing your wealth and income potential.

GROW – SERVICES

  • Asset allocation and financial portfolio design with an advisor
  • Manager due diligence, selection and monitoring
  • Objective fee-based approach using independent, 3rd-party specialist managers
  • Strategic and tactical asset allocation within broadly diversified portfolios using both active and passive solutions
  • Total return-focused and tax-managed portfolios
  • Unique exposure to alternative and private financial investments, as appropriate

PROTECT – SERVICES

  • Asset protection consulting
  • Trust design and implementation
  • Eldercare planning with an advisor
  • Employee benefits analysis
  • Risk management and insurance consulting:
    • Life insurance
    • Disability insurance
    • Long-term care insurance
    • Property and casualty insurance

PROTECT

Focus: Protecting your family, lifestyle and property.

GIVE

Focus: Helping you give to the people and causes most important to you.

GIVE – SERVICES

  • Estate and legacy planning
  • Estate and trust administration
  • Family wealth and finances counseling
  • Facilitation of family meetings
  • Special needs planning with an advisor
  • Generosity/Philanthropic plan

LIVE – SERVICES

  • Cash flow planning with an advisor
  • Debt analysis and financial structuring
  • College/Education planning
  • Executive compensation planning
  • Retirement planning
  • Stock option analysis and planning
  • Income tax planning with an advisor

LIVE

Focus: Providing you financial freedom by optimizing cash flow and minimizing taxes.

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. SignatureFD does not serve as an attorney or accountant.  SignatureFD does not prepare legal documents or tax returns.  Please Also Note: Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by SignatureFD) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.

GROW

Focus: Growing your wealth and income potential.

GROW – SERVICES

  • Asset allocation and financial portfolio design with an advisor
  • Manager due diligence, selection and monitoring
  • Objective fee-based approach using independent, 3rd-party specialist managers
  • Strategic and tactical asset allocation within broadly diversified portfolios using both active and passive solutions
  • Total return-focused and tax-managed portfolios
  • Unique exposure to alternative and private financial investments, as appropriate

PROTECT

Focus: Protecting your family, lifestyle and property.

PROTECT – SERVICES

  • Asset protection consulting
  • Trust design and implementation
  • Eldercare planning with an advisor
  • Employee benefits analysis
  • Risk management and insurance consulting:
    • Life insurance
    • Disability insurance
    • Long-term care insurance
    • Property and casualty insurance

GIVE

Focus: Helping you give to the people and causes most important to you.

GIVE – SERVICES

  • Estate and legacy planning
  • Estate and trust administration
  • Family wealth and finances counseling
  • Facilitation of family meetings
  • Special needs planning with an advisor
  • Generosity/Philanthropic plan

LIVE

Focus: Providing you financial freedom by optimizing cash flow and minimizing taxes.

LIVE – SERVICES

  • Cash flow planning with an advisor
  • Debt analysis and financial structuring
  • College/Education planning
  • Executive compensation planning
  • Retirement planning
  • Stock option analysis and planning
  • Income tax planning with an advisor

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. SignatureFD does not serve as an attorney or accountant.  SignatureFD does not prepare legal documents or tax returns.  Please Also Note: Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by SignatureFD) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.

the latest news and insights from signaturefd financial advisors in charlotte, nc and atlanta, ga

We’re more than just your financial advisor in Charlotte, NC and Atlanta, GA. We offer ongoing education and support in all facets of life—from finances, lifestyle, business, and goal setting—to help you get from where you are to where you want to be.

2022 Charitable Giving Strategies

| SignatureGENEROSITY | No Comments
As the end of 2022 approaches, charitable giving may be at the forefront of your year-end planning. Before donating, it is important to review the increased standard deduction thresholds to…

SignatureFD’s Matt Barber Pens Article for Entrepreneur Magazine

| SignatureFD | No Comments
While it may seem like a far-off reality, legacy planning for the business you've worked hard to build is an essential ingredient in running a successful business for the long…

SignatureFD Gives Back

| SignatureGENEROSITY | No Comments
At SignatureFD, GIVE is one of the four investment pillars we’ve identified that help us approach wealth management from a holistic perspective. Generosity is a core value at our firm,…

2022 Elder Care Planning Summit

| SignatureFD | No Comments
The process of elder care planning can feel overwhelming without guidance from experts in the field who have your best interest in mind. Tune in to hear from the best…

Monthly Investment Webcast: Cutting Through the Noise – October 2022

| NET WORTHWHILE | No Comments
Q3 earnings season is well underway, giving us a good view on the underlying health of the economy.

SignatureFD CEO focuses on ‘net worthwhile’ amid high inflation, stock market volatility

| SignatureFD | No Comments
SignatureFD's CEO Heather Fortner sat down with Atlanta Business Chronicle's Crystal Edmonson for the "On Leadership with Atlanta Business Chronicle" podcast to discuss how SignatureFD works with clients for Net…

OUR APPROACH

It is our belief that people fall into one of four investment mindsets. Understanding their unique perspective and mindset is the key to helping our clients find the shortest path to Net Worthwhile™.

SOLUTIONS FOR REAL PEOPLE

LEARN MORE

PROUD TO BE AN ACTIVE PART OF OUR COMMUNITIES

We are rooted in the communities we serve and are proud to support the organizations that help our city thrive

our commitment to culture + diversity at signaturefd

PROUD TO BE
A FEMALE LED

advisory firm

41%

of our leadership
team is female

44%

minority leaders on
our leadership team

100%

of our team donates
time to the community

PUT YOUR MONEY WHERE YOUR HEART IS

Ultimately, Net WorthwhileTM inspires you to think about your wealth in new ways — helping you to make a bigger impact on the people and things most important to you.

PUT YOUR MONEY WHERE YOUR HEART IS

Ultimately, Net WorthwhileTM inspires you to think about your wealth in new ways — allowing you to make a bigger impact on the people and things most important to you.

Understanding your unique perspective and mindset is key to planning your wealth strategy and discovering the shortest path to Net Worthwhile™.

TAKE THE QUIZ

PROUD TO BE AN ACTIVE PART OF OUR COMMUNITIES

We love giving back to our local communities in Charlotte, NC and Atlanta, GA. Click the city below to learn more.