Who We are

History

In 1981, Christopher Jones (CFP, CPA, PA) founded his practice based on integrity, confidentiality, and extraordinary commitment to each client. Christopher Jones and Carolina Financial Advisors now serve more than 1000 clients annually with an exceptionally high retention rate.

Our Promise

Carolina Financial Advisors is a wealth management firm offering financial services including investment management, retirement planning, tax and estate planning, philanthropic counsel, and financial planning. CFA provides comprehensive financial management services to clients and their extended family members in a relationship based on honesty, advocacy, and trust.