Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Nathan Weir, Financial Planner, Financial planner, 13777 Ballantyne Corporate Place, Ste. 550, Charlotte, NC.
Nathan developed a dream of improving the financial situation and literacy of those around him after viewing firsthand the effect that seeking financial advice and working with a Financial Planner had on his family while growing up in Baltimore, MD.
06/14/2026
Did you know that Flag Day commemorates the adoption of the United States flag on June 14, 1777? It's a day to honor the significance of our national emblem and the principles it represents. Let's salute our flag and its rich history!
05/25/2026
Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. “Those who have long enjoyed such privileges as we enjoy forget in time that men have died to win them.” – Franklin D. Roosevelt
05/10/2026
To all the women who loved unconditionally, gave selflessly, and taught your kids how to be strong… Happy Mother's Day! We are forever grateful for all that you do and the people you've helped us become.
04/05/2026
Happy Easter to those who celebrate! Whether you spend the day with family, enjoy a festive meal, or simply indulge in some sweet treats, we hope you have a wonderful day.
04/03/2026
Today is Good Friday. Let us take a moment to reflect on the profound significance of this holy day. May it be a time of peace, of prayer, and of reflection.
Please note that some financial markets will be closed due to this sacred occasion.
02/16/2026
Presidents’ Day! Originally a holiday celebrating the birth of George Washington, the first President of the United States, it has since become a holiday to mark all those who have served in the nation’s highest office. How did you spend the holiday weekend? A quick excursion with family or loved ones? A quiet break at home? Hoping you enjoy your Presidents’ Day!
02/14/2026
February 14 is Valentine's Day! Valentine’s Day is a time to celebrate with someone special, think back on good times, and look towards the future. Here’s to a wonderful, loving Valentine’s Day for everyone!
01/19/2026
The third Monday in January is Martin Luther King Jr. Day. On that day, we mark the memory of the civil rights leader and his work. For many Americans, this is a day for service, community, and meditating on Dr. King's legacy.
01/01/2026
A new year brings new thoughts, new ideas, new habits and new opportunities. What are your big plans for the new year? Share them in the comments! #2026
12/31/2025
Cheers to the possibilities and opportunities the new year holds. Wishing you a happy and prosperous new year!
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 4pm |