Our Company

JHG Financial Advisors, LLC. was founded with the goal of assisting our clients in every aspect of their financial lives . . .

Managing Partner

Our Commitment

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable . . .

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Our Principles

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future . . .

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Project Healing Waters

Whether assisting veterans, retirees, or young professionals our goal is to holistically prepare them for every aspect of their financial lives……

Estate & Retirement Planning

Devising an estate plan plays a vital role in securing your family’s financial future.

No matter what your age, retirement planning is an essential part of your overall financial road-map.

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What would happen to your family, as well as your financial objectives, if something unexpected happened to you, your spouse or your partner?

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In The News

Charlotte NC Financial Advisors and Planners

Video News

JHG Financial guides clients to make the right decisions for their financial well-being and success in reaching their goals, whether it is helping clients with financial planning, business benefit packages, to 401K rollover planning & management.

About Us

JHG Financial was founded on the principle that an in-depth, hands-on understanding of your current financial situation is vital to helping you make well-informed decisions about your financial future.

We strive to simplify the decision-making process, paring down the many choices of investment products to those that fit your financial objectives, your time horizon and your tolerance for risk as measured against your short and long-term goals.

As Charlotte’s premier financial advisor, JHG Financial Advisors is setting the standard in providing comprehensive wealth management and investment advice.

Protecting Your Blind Sides

As we see it, JHG Financial’s primary role is to protect your financial blind sides.  We provide our clients with an unbiased resource that can offer you advice based solely on your needs and goals.  We are able to give you guidance that is truly objective, unencumbered by any potential conflicts of interest.  We have no proprietary investment products to recommend and no vested interest in promoting a particular product or service.  Our only interest is that your investment program meets your financial objectives and covers your financial blind sides.

Get Your Free Consultation

Free Financial Planning Information Charlotte NC

Order Your Free E-Book

What’s In The E-Book

A brief retirement planning guide that will introduce you to some key concepts and tools to ensuring a retirement that is comfortable, purposeful, fruitful and happy.

Contact Us

JHG Financial Advisors, LLC.
1370 Briar Creek Rd
Charlotte, NC 28205-6271
Phone: (704) 536-3423
Fax: (704) 536-3425
Email: Judson.Gee@JHGFinancial.com

What Makes JHG Financial Advisors Different

Looking for a financial planner to help you figure out your finances? Find out what makes JHG Financial Advisors a great company to work with. We Want to Protect You Our number one goal is to make sure you’re protected from financial blind sides. What are your blind...

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Building A Solid Financial Plan

Judson Gee of Charlotte NC.'s JHG Financial Advisors LLC. Speaks With WBTV About Building A Solid Financial Plan. https://youtu.be/cWL3QbAqwU8 JHG Financial Advisors, LLC. 1370 Briar Creek Rd Charlotte, NC 28205-6271 Phone: (704) 536-3423

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JHG Financial Advisors, LLC.

Contact JHG Financial Advisors LLC

Protecting Your Financial Blindside

(704) 536-3423

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Securities offered through Uhlmann Price Securities, LLC. Advisory Services offered through Great Lakes & Atlantic Wealth Management and Advisory Partners, LLC.

Check the background of this firm on FINRA's Broker Check.

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