Davie Wealth Group

About Us

We are thrilled to announce the opening of our new financial advisory office right in the heart of Mocksville, NC! As a proud native of Davie Couty, it brings me immense joy to bring my expertise and passion for financial planning back to my hometown. Our mission is to empower our community with personalized financial advice, helping each individual achieve their financial dreams. From retirement planning to investment strategies, we are here to guide you through every step of your financial journey: Join us as we embark on this exciting new chapter together. Let's build a future of financial confidence right her in Davie County.