JHG Financial Advisors

Our Vision

JHG Financial Advisors exists to empower individuals in Charlotte, North Carolina to achieve financial independence and secure their financial future. We believe in providing personalized, objective financial guidance tailored to each client's unique needs and goals.

Our Approach

Our holistic approach to wealth management considers every facet of your financial life, including investments, estate planning, risk management, and retirement planning. We utilize a comprehensive financial planning process to identify your goals, assess your financial health, and create a customized plan to address your unique needs.

Comprehensive Services

Our services include:

Wealth Management

• Portfolio management and optimization
• Investment planning
• Retirement planning and analysis
• Risk management strategies
• Estate and legacy planning

Financial Planning

• Financial goal setting and tracking
• Budget and expense management
• Debt management and consolidation
• Tax planning and optimization
• Insurance review and analysis

Specialized Expertise

• LGBT Community: Providing tailored financial guidance specifically addressing the unique challenges faced by the LGBTQ community.
• Financial Planning 101: Empowering clients to understand the fundamentals of financial planning and investment strategies.
• Charitable Giving & Estate Planning: Assisting clients in planning for the distribution of their wealth and supporting their philanthropic endeavors.

About Our Team

Our experienced and dedicated team of financial professionals holds the highest industry credentials and is committed to providing personalized attention and exceptional client service. We are:

• Judson H. Gee, CEP: Managing Partner, leads the team with over two decades of experience in wealth management.
• Wendy Whitehurst: Marketing & Advisor Services, providing strategic guidance and client communication.
• Bert Woodard: Director of Operations, ensuring smooth operational efficiency and client service.
• Al Prudhomme, CLU, CFP: Financial Advisor, offering personalized financial planning and investment guidance.

Our Commitment

At JHG Financial Advisors, we are committed to:

• Objectivity: We prioritize unbiased guidance, free from conflicts of interest.
• Transparency: We clearly explain our procedures, fees, and potential risks.
• Client Communication: We maintain open and regular communication with our clients to ensure their needs are met and their financial plans remain effective.

Contact Us Today

Let us help you achieve financial clarity, security, and prosperity. Contact us to schedule a complimentary consultation and discuss your financial goals with our experienced team.