Financial Planning Services

As we see it, JHG Financial’s primary role is to protect your financial blind sides. We provide our Charlotte clients with an unbiased financial 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.

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Your Process

Your Process

We create strategies that are tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

About Us

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.

Free Financial Portfolio Risk Analysis

Free Financial Portfolio Risk Analysis

With patented Risk Number® technology, we objectively calculate our investor’s true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics. Let Charlotte’s JHG Financial Advisors engineer the risk in a portfolio to fit your unique and individual risk preferences and your expectations with a 95% mathematical confidence. Ever wonder if a your risk preference will allow you to achieve your goals—Let JHG Financial Advisors calculate your probability and build a map to success.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

Judson Gee

Judson H. Gee, CEP

Managing Partner, JHG Financial

(704) 536-3423

(704) 536-3425

Wendy Whitehurst

Wendy Whitehurst

Marketing & Advisor Services

Al Prudhomme

Al Prudhomme, CLU, CFP

Financial Advisor, CLU, CFP

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