Founded by David Logan, Logan Wealth Management is an independent, fee-only wealth management firm based in Charlotte, North Carolina. The company is committed to providing personalized and objective financial advice, acting as a fiduciary for its clients. Their services encompass comprehensive financial planning, investment management, retirement planning, and estate planning, primarily tailored for individuals, families, and retirees seeking to achieve their long-term financial goals. The firm emphasizes a disciplined, long-term investment philosophy and transparent client relationships.

Founded in

Canada