Our Charlotte NC Financial Planning Services Company

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

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 . . .

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 . . .

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.


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

In The News



  • Focusing on the big picture
  • China: Coming out of COVID-19
  • Unprecedented economic
    shocks likely to reverberate for
    several quarters
  • A policy bridge to normalization
  • Things change fast when we’re
    on COVID time…

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About Us

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

How Diverse Are Your Assets

How Diverse Are Your Assets

In Jud Gee's 14th appearance on WBTV Morning News, he discussed the recent volatility in the markets and how it is wise to use the right asset allocation strategy, including diversification, to help smooth the ride during rocky market conditions, with the...

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Contact JHG Financial Advisors

Helping Protect Your Financial Blind Sides

(704) 536-3423

Advisory services offered through Chalice Wealth Advisors (CWA) an SEC registered investment adviser. Securities services offered through Chalice Capital Partners. LLC (CCP) member FINRA/SIPC. CWA and CCP are affiliated entities.

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

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