A dedicated Financial Advisor and Wealth Manager in Charlotte, NC

serving the charlotte, nc community since 1997

At SignatureFD, a dedicated financial advisor and wealth manager in Charlotte, NC, we love helping our fellow Charlotteans pursue their Net Worthwhile™. Because we know true wealth isn’t just about money—it’s about living a life with more meaning, more satisfaction, and more of what’s worthwhile. And in Charlotte, there’s plenty to enjoy.

proud to be an active part of our charlotte, nc community

We’re more than just a financial advisor and wealth manager in Charlotte, NC, and we know that true wealth is about so much more than just money. Passionate about living our Net Worthwhile, making an impact, and caring for the place we call home, we partner with local organizations to give back right here in our own backyard. From its wildlife to sports culture, good-hearted people to nationally recognized craft beer, we know Charlotte is a magical city. That’s why we’re passionate about preserving her beauty and elevating her people through our efforts and our time.

The mission of Dress for Success is to empower women to achieve financial independence by providing a network of support, professional attire, and development tools to help women thrive in work and in life. Since starting operations in 1997, Dress for Success has expanded to almost 150 cities in 25 countries and has helped more than 1.2 million women work towards self-sufficiency.

Their programs address and eliminate the frustrating obstacles that may arise during a search for employment. Women meet regularly to support and encourage each other through building confidence, networking and discussing workplace-related topics. These meetings help participants stay motivated and optimistic.

Dress for Success Charlotte is at the Gold GuideStar Nonprofit Profile participation level. This leading symbol of nonprofit transparency and accountability is presented by GuideStar, the world’s largest source of nonprofit information.

VISIT THE DRESS FOR SUCCESS CHARLOTTE WEBSITE

The Carolina Wildlife Conservation Center raises and rehabilitates orphaned and injured wildlife so they may be released back to the wild. For rehabilitation to be successful, these rehabbed and released animals must be able to truly care for themselves, find food, shelter and water, recognize and mate with others, reproduce and care appropriately for their offspring and recognize their natural predators including humans.

Their 105-acre conservation land includes a state-of-the-art animal clinic as well as sophisticated enclosures and allows state-licensed wildlife rehabilitators to care for–and successfully release–more injured and orphaned animals.

VISIT THE CAROLINA WILDLIFE CONSERVATION CENTER WEBSITE

our commitment to culture + diversity

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

A Letter from Our CEO

Hi!

My name is Heather Robertson Fortner, the CEO of SignatureFD. If you’re reading this, thanks for visiting our site!

SignatureFD is wealth management, evolved. We’re passionate about custom-designing a financial plan for Charlotteans that puts what you value most at the center so you can live your wealth to the fullest now and into the future. Charlotte and its people hold a special place in our hearts, and through our work, we’re able to do our part to see it thrive.

We are a proud financial advisor and wealth manager serving high net worth families in Charlotte, NC, but, in reality, we’re so much more than that. What sets us apart is our commitment to helping people discover their Net Worthwhile™—the people and things most important to them—in order to build a financial plan around what uniquely matters most to them. To us, true wealth isn’t defined by numbers in a portfolio, but rather the ability to live a life by design.

So, if you’re looking for a financial advisor or wealth manager in Charlotte, NC, reach out! We’d love to help you live your Net Worthwhile.

Financial Expert: Heather Fortner

Sincerely,

Heather Robertson Fortner, MS, IACCP
Chief Executive Officer

“What’s your Net Worthwhile?”

Find out what some of our financial advisors and wealth managers in Charlotte, NC have to say…

Russ Cearley CFA Atlanta

My NET WORTHWHILETM is helping clients make an impact with their wealth.

RUSS CEARLEY, CFA®

Partner, Wealth Advisor, Director of Charlotte Office

Leah Maybry Wealth Management

My NET WORTHWHILETM is helping clients achieve financial freedom.

LEAH MAYBRY, CPA

Partner, Wealth Advisor

Jennifer Stephenson

My NET WORTHWHILETM is giving families the confidence to live fully and pursue their passions as they approach retirement and beyond

JENNIFER T. STEPHENSON, CPA

Director of FInancial Planning

My NET WORTHWHILETM is continually challenging myself to learn.

ALEX J. MOSS, CFP®

Wealth Advisor, SignatureGENEROSITY

Current Awards*

2021 INC. 5000 LIST OF FASTEST-GROWING PRIVATE COMPANIES IN AMERICA

2021 WEALTHMANAGEMENT.COM CEO OF THE YEAR, INDIVIDUAL RIA FIRM LEADERS

RANKED #95 ON FINANCIAL ADVISOR MAGAZINE’S 2021 ANNUAL RIA RANKING

2021 ACCOUNTING TODAY TOP FIRM

2021 BARRON’S LIST OF TOP RIA FIRMS​

2021 BEST OF THE BEST SMALL BUSINESS ELITE

2021 INVESTMENT NEWS BEST PLACES TO WORK​

2021 INC.’S BEST PLACES TO WORK​

2021 BEST & BRIGHTEST IN THE NATION

2020 FINANCIAL TIMES FT300​

2020 FINANCIAL ADVISORS LIST OF TOP RIAS​

*PLEASE SEE IMPORTANT DISCLOSURE INFORMATION

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.

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.

READY TO DISCOVER YOUR NET WORTHWHILETM?

SPEAK WITH AN ADVISOR