Proudly Serving North Carolina
3545 Whitehall Park Dr
Charlotte, NC 28273
Buckingham’s Charlotte team (previously Carolina Capital Consulting) has served physicians, executives, business owners, and retirees and their families since 1993. We build lasting relationships with our clients and help improve the quality of their lives by providing peace of mind through comprehensive wealth management plans and in-house tax preparation and strategic planning services.
Our team focuses on you, your life, and how we can help you achieve what matters most to you. We dive into your current and future financial states to help build evidence-based, tax-efficient plans that will help you achieve your goals and create the legacy you envision. We collaborate with Buckingham’s national network of financial planning and investment specialists to ensure the strategies we employ address the issues that arise in our clients’ financial lives. As fiduciaries and fee-only advisors, we receive no commissions, referral fees or expense reimbursements as a result of our recommendations.
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Enjoy some of our latest resources
February 12, 2024
5 Financial Planning Tips for Welcoming a Baby
When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.Read the article
July 26, 2023
Hypothetical Case Study: Married Atrium Physicians Close to Retiring
John and Mary Sample are married physicians who have been with Atrium Health for more than 20 years and who are both 62 years old. They want to retire but aren’t sure whether they have sufficient savings to support the standard of living they want during the next phase of their lives.Read the article
July 01, 2023
Clarifying Atrium Pension's Most Common Misconceptions
Why has the value of the Atrium Pension dropped over the past 18 months? This question has come up frequently recently, causing Atrium colleagues to express alarm about how much they’ve “lost” in the value of their pension.Read the article