Business Details
Your Trusted Charlotte Wealth Management Partner
At Abiding Wealth Advisors, we redefine wealth beyond financial metrics, focusing on stewardship of resources to create lasting generational impact. Our approach centers on aligning financial strategies with personal values, emphasizing purposeful goal-setting and legacy-building. With over 100 years of collective experience, our team of certified professionals delivers tailored wealth management solutions grounded in integrity and faith-based principles.We serve clients across 19 states, prioritizing transparency, ethical practices, and community engagement. Our mission extends beyond financial growthwe aim to empower clients to become stewards of their resources, ensuring their wealth positively influences future generations through strategic planning and informed decision-making.
Services
Wealth Management
Financial Planning
Investment Management
Risk Management
Business Valuation
Retirement Planning
Estate Planning
Life Insurance
Succession Planning
Charitable Giving
Highlights and features
- We integrate faith-based principles with financial expertise for holistic wealth management.
- Our team holds advanced certifications including CFP, RFC, and CPA designations.
- We prioritize legacy-building strategies aligned with personal values and community impact.
- We offer nationwide service across 19 states with localized expertise.
- Our approach emphasizes ethical stewardship and long-term generational wealth planning.
Associations and certifications
- FINRA
- SIPC
Services
Wealth Management
Our wealth management services focus on creating generational impact through values-aligned financial strategies. We help clients optimize resources for long-term legacy-building while balancing current needs. Our approach combines risk assessment, tax efficiency, and ethical stewardship to ensure sustainable growth across market cycles.
Financial Planning
We develop personalized financial plans that integrate life goals with practical wealth strategies. Our process includes net worth analysis, values clarification, and multi-generational impact assessments. We emphasize actionable steps for achieving financial independence while maintaining flexibility for life changes.
Risk Management
Our risk management solutions protect against financial disruptions through tailored insurance strategies. We offer life, disability, and long-term care coverage options to safeguard income and assets. Our approach balances immediate protection needs with long-term wealth preservation objectives.
Business Valuation
We provide accurate business valuations to support strategic decision-making for owners. Our analysis considers current worth and future projections to inform succession plans, retirement strategies, and exit scenarios. This service ensures informed decisions about business continuity and wealth transfer.
Estate Planning
Our estate planning services focus on preserving wealth for future generations through trust solutions and tax-efficient strategies. We help clients create comprehensive plans that reflect their values while minimizing legal complexities. The process ensures smooth asset transfer aligned with personal legacy goals.
People
Shane Snively
CEO
Shane Snively, RFC, MBA, leads with over 20 years of financial advisory experience. He specializes in legacy planning and values-driven wealth strategies, emphasizing stewardship and long-term impact.
Randy Newton
Advisor
Randy Newton, CPA, CVA, brings expertise in business valuation and tax planning. His background in accounting ensures precise financial analysis for business owners seeking succession strategies.
Questions
What makes Abiding Wealth Advisors different from other financial firms?
We focus on values-driven wealth management that emphasizes legacy-building and stewardship, integrating faith-based principles with comprehensive financial strategies.
Do you serve clients outside Charlotte?
Yes, we serve clients in 19 states across the U.S., providing personalized financial planning and wealth management services remotely.
What types of financial planning do you offer?
We provide retirement planning, estate planning, business succession strategies, investment management, and risk mitigation solutions tailored to individual needs.
How do you approach investment management?
Our investment approach prioritizes risk-adjusted returns aligned with personal values, using diversified strategies to build sustainable wealth over time.
Can you help with business financial planning?
Yes, we offer business valuation, retirement plan fiduciary services, and strategic planning to help business owners prepare for succession and long-term growth.
What is your consultation process like?
We begin with a free consultation to understand your goals, values, and financial situation before developing customized strategies for wealth preservation.
