Grow, guide, and guard your wealth.

Personal Attention. Global Reach.
Traverse Partners is a full service financial planning firm committed to providing objective, comprehensive, and effective leadership to our clients.  We offer a complete line of global services intended to help you grow, guide and guard your wealth. .

Your Success. Our Motivation.
Advisors are obligated to do what's suitable for their clients. But since when has “suitable” been a measure of excellence? With Traverse Partners you not only get an independent advisor, you get a team of independent advisors acting solely in your best interest. Our planning process leverages the expertise and experience of our licensed professionals. Traverse Partners monitors your money, the daily effects of market change, and takes action with uncompromised objectivity. When our clients achieve their goals, we all succeed.

New Ideas. Proven.
Traverse Partners offers Charles Schwab Institutional for custodial and trading services. As one of the largest and strongest financial services company in the industry, Charles Schwab has been
a leading custodian for more than 32 years.



Traverse Partners
150 Fairview Rd.
Suite 105
Mooresville, NC 28117
P 704.663.2030 
F 704.663.2270