FIND A PARTNER YOU TRUST
You work hard for your money. Our goal is to help you make strategic choices to keep more of it. From financial planning to taxes to investments, if it involves a number, we are here to help you streamline it.
Choosing a partner is an important decision. You need someone who understands where you stand and where you want to go. A great advisor helps you comprehend the big picture, dives into the details, and creates a clear plan of action, all while maintaining objectivity and removing emotional bias.
Meet Drew Cook, CFP®
Drew Cook, a Certified Financial Planner™ professional, is dedicated to always serving clients as a fiduciary and creating lifelong value for the things that really matter.
Drew graduated from Appalachian State University in 2014 and joined Vanguard’s team that focused on helping clients implement efficient portfolios and consolidating their assets. After passing the Certified Financial Planner™ exam and desiring deeper relationships with a select group of clients, Drew joined an independent financial planning firm in Charlotte that concentrated on retirement planning and distribution strategies throughout retirement. In that role, he also created the firm’s model portfolios and managed hundreds of investment accounts.
When outside of the office, Drew loves to spend time outdoors with his wife Mason and their Australian Shepherd “Watson”. While they both grew up in and still cherish the mountains of Asheville, they have found great community and established roots in the city of Charlotte. You can often find Drew running on the greenway, mountain biking, cheering on Charlotte FC, or planning his next snowboard trip to reminisce on his competition days.
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What We Believe
Smart money management should save you a fortune, not cost you one. With the innovative model of flat-fee advising and our passion for efficiency, you can expect transparency, quality, and a process-oriented approach when working together.
Fairness
All our clients and accounts matter equally. The size of your investment accounts does not determine your priority in our firm. Our clear, transparent model for fees levelizes our incentives and establishes equality and balance in the relationship.
We’ll manage your money with care, compassion, and the attention to detail you deserve.
Fluff Free
Some firms frequently throw steak dinners, wine tastings, or buy you box seats, But at the end of the day, your assets are paying for those perks.
Instead of becoming party planners, we focus on what we do best… providing great financial advice. We believe that is the true fiduciary way. You keep the extra money instead of us kicking it back via client perks.
Transparency
As a flat-fee financial advisor, our advice and fees don’t fluctuate based on the size of your portfolio.
The fees we charge are clear, transparent, and easy to understand. We make your wealth management and retirement planning process as straightforward and stress-free as possible.
Professional Designations & Affiliations
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Services We Offer
Financial Planning
We create a custom plan for every client that is continuously updated.
You’ll have meetings throughout the year to discuss your goals and life events making sure your plan is always tailored to your priorities and helping you make smart decisions.
Investment Management
The finance industry tends to make investing more complicated than it needs to be. That complexity typically leads to high fees, below-average performance, and a lack of transparency.
Our evidence-based investment philosophy helps clients harness the power of the market through low cost, globally diversified portfolios.
Tax Planning
It’s not about how high your account balance is, it’s about how much you keep after taxes.
Our pro-active, strategic approach focused on the long term minimizes the amount of taxes you will pay throughout retirement.