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Family Wealth PartnersFinancial advisor in Matthews, NC

Family Wealth Partners is a financial advisor at 2518 Plantation Center Dr, Matthews, NC 28105, ranked #17 of 234 financial advisors in Matthews and rated 4.8 from 21 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Matthews, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 321-0152Website ↗

Key facts

Key facts about Family Wealth Partners
Address2518 Plantation Center Dr, Matthews, NC 28105Get directions
Phone(704) 321-0152
Websitefwpnc.com
HoursMonday to Thursday: 8:30 AM – 5 PM; Friday: 8:30 AM – 4 PM
Google rating4.8 from 21 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Matthews and 11 towns within 25 miles: Stallings, Indian Trail, Weddington, Mint Hill, Waxhaw, Charlotte, Monroe, Harrisburg, Belmont, Mount Holly and Huntersville.

Based in Matthews, NCView on map

Opening hours

Opening hours for Family Wealth Partners
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Family Wealth Partners

How is Family Wealth Partners ranked in Matthews?

Family Wealth Partners is ranked #17 of 234 financial advisors in Matthews by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Family Wealth Partners’ hours?

Family Wealth Partners is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 5 PM; Friday, 8:30 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Family Wealth Partners serve?

Serves Matthews and 11 towns within 25 miles: Stallings, Indian Trail, Weddington, Mint Hill, Waxhaw, Charlotte, Monroe, Harrisburg, Belmont, Mount Holly and Huntersville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Family Wealth Partners?

Family Wealth Partners has a rating of 4.8 from 21 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Family Wealth Partners?

Call Family Wealth Partners on (704) 321-0152. The business is at 2518 Plantation Center Dr, Matthews, NC 28105. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Family Wealth Partners compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Family Wealth Partners (this business)—694.8 (21)NoNo
Pro Financial Group#15705.0 (48)NoNo6.2 mi
Hobart Wealth - Financial Planning Services#16694.9 (44)NoNo4.6 mi
Creative Planning#18694.8 (52)——6.2 mi

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