Business Details
24 Years
experience
Your Trusted Financial Partner in Matthews, NC
Tassel Capital is a team of Certified Financial Planner (CFP) professionals dedicated to helping clients achieve their financial goals through personalized strategies. With over two decades of experience, we specialize in comprehensive financial planning, investment management, and custom planning services tailored to individual needs. Our fiduciary duty ensures all recommendations prioritize client interests, supported by a fee-only structure that eliminates conflicts of interest.We serve clients in Matthews, NC, and virtually across 18+ states, offering expertise in retirement planning, estate planning, and tax-efficient strategies. Our team combines technical knowledge with a commitment to biblical stewardship principles, ensuring clients receive both professional and values-aligned guidance. By focusing on long-term relationships, we help clients align financial decisions with their personal values and life objectives.
Services
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax Strategies
Details
- Year established: 2002
Highlights and features
- We offer over two decades of financial planning expertise since 2002
- Our fiduciary duty legally binds us to act in your best interest
- Personalized solutions tailored to your unique financial circumstances
- Virtual services available for clients in 18+ states
- Fee-only structure ensures complete transparency with no hidden costs
Associations and certifications
- Certified Financial Planner Board of Standards
- Kingdom Advisors
Services
Comprehensive Financial Planning
Our comprehensive financial planning service creates customized strategies aligned with your life goals and financial circumstances. We analyze your entire financial picture to develop actionable plans for retirement, education funding, and wealth preservation. With transparent pricing and ongoing support, we help clients in Matthews, NC and nationwide achieve long-term financial security through evidence-based planning.
Investment Management
Professional investment management services optimize your portfolio for risk tolerance and financial objectives. We implement diversified strategies using securities from multiple providers while maintaining fiduciary accountability. Our fee-based approach ensures alignment with client interests, with regular performance reviews and adjustments to reflect changing life circumstances and market conditions.
Custom Planning Services
Tailored financial solutions address specific client needs through focused planning engagements. We provide targeted advice on tax reduction strategies, estate planning, and debt management while maintaining our fiduciary standards. These services offer flexible access to expert guidance for clients seeking assistance with particular financial challenges without comprehensive planning.
People
Will Ertel
Founder & CPA/CFP
Will Ertel founded Tassel Capital in 2002 and holds CPA, CFP, and Certified Kingdom Advisor designations. He specializes in values-aligned financial planning and authored 'Resolve: A Personal Financial Planning Book for Twentysomethings.'
Carlton Whitman
Partner & CFP
Carlton Whitman joined Tassel Capital in 2015 and became partner in 2022. As a CFP and Certified Kingdom Advisor, he combines technological expertise with personalized financial counsel for clients' long-term success.
Bradley Kendall
Partner & CFP
Bradley Kendall joined Tassel Capital in 2020 after insurance industry experience. He became partner in 2024 and specializes in simplifying complex financial concepts while holding CFP and Certified Kingdom Advisor credentials.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning, investment management, retirement planning, estate planning, and tax-efficient strategies. Our services are available both locally in Matthews, NC and virtually nationwide.
Are you fiduciary financial advisors?
Yes, Tassel Capital operates as a fiduciary fee-only Registered Investment Advisor, legally bound to act in clients' best interests without conflicts of interest from commissions.
How are your investment management fees structured?
Our investment management fees are based on assets under management, with full transparency. We disclose all costs quarterly and maintain a fee-only structure without third-party compensation.
Do you offer virtual financial planning services?
Yes, we provide virtual financial planning services to clients in over 18 states, offering the same personalized approach through secure remote consultations and digital tools.
What experience do your advisors have?
Our team includes CFP professionals with decades of combined experience. Founding in 2002, we've helped clients navigate various market conditions while maintaining our commitment to ongoing education and certifications.
