Frank Summers, CFP®, CLU®, ADPA

I provide holistic financial planning, which is about thinking about tomorrow while taking care of today, incorporating your forward-thinking values.

It's about looking at anything your money touches and making sure it's working as hard as it can for you. For some, it's about facing anxieties about money and working on productive habits that help you take control. I also provide investing services. I work with clients on a plan basis, a project basis or solely on investments, depending on their wishes. I meet virtually with clients across the country, and am physically based in Charlotte, NC. In my practice, ALL are welcome, and individuality is encouraged.