Welcome to Greer & Walker Investment Advisors, LLC

Greer & Walker Investment Advisors, LLC was founded in November 1997 and is the investment affiliate of Greer & Walker, LLP. We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success and to delivering a high level of personalized service. Our customized programs are designed to grow and conserve our clients’ wealth. We were recently ranked as the top Charlotte-based investment advisory firm in Bloomberg Wealth Manager’s annual survey of the country’s top advisory firms and as one of the best client satisfaction wealth managers in the Charlotte region by Wealth Manager Five Star’s independent survey 2008.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at jreichard@gwllp.com or call us at (704) 377-0239. We look forward to hearing from you.