Magnolia Financials is a North Carolina-based financial advisory firm dedicated to offering comprehensive wealth management services. Their mission is to provide personalized, strategic financial guidance to individuals, families, and business owners. The firm operates as an independent entity, offering securities through LPL Financial and investment advice through Independent Advisor Alliance, a registered investment advisor. Their core services include financial planning, investment management, retirement planning, estate planning, and insurance solutions, focusing on building long-term client relationships.

Founded in

Spain