Buoyant Financial

Buoyant Financial is a Registered Investment Advisor located in Charlotte, NC offering financial planning and portfolio management for individuals, families, and small businesses. As a Registered Investment Advisor, Buoyant also has a fiduciary obligation, meaning legally we must place the interests of the client first, and offer our undivided loyalty. We are not paid commissions, and there are no conflicts of interest within the firm. Some large banks and investment firms function with “dual hats”; simultaneously working as both investment advisor and broker or insurance salesperson, while claiming potential conflicts are disclosed. Buoyant purposely steers clear of these murky waters. Buoyant also takes the client-advisor relationship a step further. We engage mindfully with clients as humans with hopes, dreams, and fears, rather than just another account number. People often approach their financial situation with anxiety which stems from uncertainty and stereotypes. We’re sensitive to these anxieties and believe the only way to mitigate them is through a personal relationship.