Hobart Wealth - Financial Planning Services - Charlotte, North Carolina

Rich H.

I’ve had the pleasure of working with Hobart for over 10 years, and their communication, responsiveness, and overall professionalism have consistently been excellent. What I truly appreciate most, however, is how Corey and Doris, along with their team, took the time to deeply understand my personal circumstances, current needs, and long-term goals. They’ve built a genuine relationship with me, and that’s invaluable when it comes to ensuring your financial well-being."

Corey and I set several goals together 10 years ago, one of which was for me to retire from my corporate role and launch my own business. Thanks to their guidance and support, I was able to achieve that in just 9 years. A heartfelt thank you to Chris, Corey, Doris, and the entire team. I truly appreciate all you’ve done for me. Rich

Shayla A.

I have thoroughly enjoyed working with Hobart Wealth over the years. Chris, Kim, and the rest of the staff are super responsive, helpful, and have always been an absolute pleasure to work with!

Dede D.

The services provided by Jacob, and Corey & his whole team are above expectations. Their approach to investing provides methods to increase your returns; but more than that, they listen, suggest, and teach other wealth management strategies to save taxation. Great communicators and genuinely nice people!

Lisa E.

It has been a pleasure doing business with Hobert Wealth. My team members Andrew Greer, Nancy Klug and Joey Warden are great. I love the financial service, updates and meetings, keeping my husband and I on the right track for our financial future. Kim Collins is always a complete pleasure to talk with when I see her. We also love listing to Wealthologist Weekly done by Chris Hobart & Jacob Woodrum. Thank you all for your hard work and dedication.

Michael A.

It's been almost 10 years with Hobart. Andrew and his team have guided us on our journey into retirement. Our future is bright through their efforts with and stewardship of our portfolio.

Mike H.

Team Corey, Michaela, and Doris are doing a great job helping us reach our financial goals. With Corey and his team’s expertise in the current market conditions and attention to detail; they have helped us create great results, confidence and clarity.

Natasha G.

My husband and I both work with Hobart Wealth. We have four years and have had a lot of life changes over the years. Good, bad, ups and downs but they have been with us every step of the way. They have never made us feel like a face in the crowd, they have been wonderfully responsive and helpful and full of good advice.

Cynthia S.

They listen to my opinions and give really good feedback. Things I say are well received and not just dismissed and that means a lot. This is money I’ve worked hard for and would never take a backseat to what it can do for me. Hobart understands that and makes sure I have the communication I need for my peace of mind.