I’m a financial advisor and wealth manager who believes the best financial work starts with a genuine relationship. Based in Charlotte with a presence in Durham and an office in Hunt Valley, MD, I work with a wide range of clients — from hospital and university employees to small business owners — and what ties them together is simple: they want clarity and confidence about their money. My goal is the same as yours, working toward your long-term financial security, and getting there starts with understanding what matters most to you.
A little about how I got here: I graduated from the University of North Carolina at Chapel Hill, where I started out on the pre-med track. Along the way, I found myself walking friends through their personal finance decisions — and discovered I loved it. That, plus meeting my wife (a nurse practitioner who’s a far better student than I am and gently talked me out of the MCAT), convinced me to change course. I haven’t looked back since.
As an advisor, what drives me is helping people feel less weighed down by financial stress. I work with clients on the full picture — student loans, budgeting, retirement investments, and comprehensive financial planning — with a particular focus on helping clients think through the investment choices within their retirement plans. My aim is always to make the complicated feel manageable.
I’m fortunate to work alongside my brother Seth, a fellow wealth advisor. Partnering together lets us bring clients deeper expertise and resources than either of us could alone. We also host dinner presentations for medical professionals and benefits groups up and down the East Coast, and we’ve been invited to speak at institutions including the Mayo Clinic, Duke University, Emory University, and UNC.
Outside the office, my wife and I are Charlotte natives and recreational CrossFit junkies. We’re raising two boys, Christopher and Calvin, share our home with a border collie named Luna, and cheer (fiercely) for the UNC Tar Heels.
I have been using Cory Thomas’ services for over 2 years now. He is extremely knowledgeable and very responsive. What I appreciate most is the time he takes to clearly explain any questions that I may have. He does it in a manner that is helpful, sincere, and never once talks over my head. I would highly recommend Cory if you’re looking for an honest, hard working, detail oriented individual.
Positive: Professionalism, Quality, Responsiveness, Value
I have been working with Cory Thomas for several years now. I am amazed at the speed in which he responds to my questions and provides solutions to my needs. Cory is patient, detailed and what I admire most is his compassion and enthusiasm. After every email, text or phone call with Cory, I am left feeling supported, heard, understood.
Nathan is personable, knowledgable, and honest. He is able to explain what can seem overly complicated in an easily understandable way. I love that he was able to tailor my financial plan to my specific goals. From my first meeting with Nathan I knew that his interests aligned with my own. He has the upmost integrity and that is why I decided to trust him with financial future.