About Carolina Wealth Planners
Our Origin
Carolina Wealth Planners was established to provide a higher standard of financial guidance—one defined by trust, clarity, and uncompromising client focus. Leveraging decades of expertise, we built a firm designed to deliver bespoke strategies that align directly with each client’s goals and vision.
By stepping beyond the limitations of a large institution, we've unlocked the freedom to innovate, strengthen relationships, and create lasting value for those we serve.
Credentials
Carolina Wealth Planners combines the rigor of top-tier financial training with the agility of an independent practice. Both Kevin and Steven earned their Certified Financial Planner™ (CFP®) designations in 2018. In 2025, Kevin added the Certified Private Wealth Advisor® (CPWA®) designation and Steven earned the Certified Investment Management Analyst™ (CIMA®) certification. Together, the duo brings over 20 combined years in advanced expertise in wealth strategy, risk management, and complex planning for high-net-worth clients.
We also hold FINRA Series 7, 65, 63, 9, and 10 registrations, reflecting both deep technical proficiency and the regulatory authority to serve clients at the highest standard. This foundation allows us to deliver sophisticated, bespoke strategies with the trust, clarity, and flexibility clients deserve. Positioned at the intersection of institutional experience and entrepreneurial freedom, we are building a scalable firm that creates long-term value for clients and meaningful growth for investors.
