About Us

Serving Clients with Undivided Attention

Tar Heel Wealth Management is a fiduciary wealth management firm bringing a local presence and time-tested experience to each client’s financial roadmap. We believe in the far-reaching benefits of financial planning and take a proactive approach to help you develop a strategy using the most efficient methods available.

Guiding You for the Long Term

At Tar Heel Wealth Management, we provide long-term guidance to our clients, guiding them through every stage of their financial journey with care and expertise. We build lasting relationships, striving to be your trusted partner as you pursue your financial goals.

Serving You with Comprehensive Experience

Our team brings years of collective knowledge and expertise in the financial services industry. With personalized service and tailored solutions, we work with each client to develop a customized plan that aligns with their needs, goals, and values for the long term.

Meet the Tar Heel Financial Team

At Tar Heel Wealth Management, our professionals offer years of experience in financial services to every client. Our team is here to help you address your needs today and for many years to come. We look forward to working with you.

Brent McDonald, AIF®

Financial Advisor

(828) 327 3959

bmcdonald@tarheelwm.com

Our Core Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Financial Planning Is Personal

We don’t believe in cookie-cutter portfolios or one-size-fits-all retirements. You can walk in our doors and meet with an advisor who understands you, where you're from, and your goals.

You Deserve Unmatched Value

You trust us with your future, and we give you unmatched value. You get access to our networks and connections, personalized strategies, and a partner invested in your goals.

Sharing Our Knowledge

Time spent on financial literacy makes it easier to know where, how, and why we manage your assets. We want you to understand our strategies. Our advice is based on what you value most—your future.

Driven to Help People

Our desire to help people drives our practice and commitment to you. We’ve seen how financial guidance can change lives, and we love helping people face their transitions with confidence.

Connect With Us

Schedule a meeting today to see how we can help you address your needs for today and for many years to come. We look forward to hearing from you.

Schedule With Us

Supporting Tar Heel Wealth Management

Who We Work With

Tar Heel Wealth Management works with individuals and business owners to keep their finances on track at any stage.

Our Clients

Our Approach

We create customized strategies and plans that help you feel confident in keeping your finances on track.

Our Approach

Our Team

The Tar Heel Wealth Management team is driven to help people, a desire that drives our practice every day.

Meet the Team