Serving Clients Throughout the Charlotte / Lake Norman Area!

Reber Investments

At Reber Investments, we provide our clients with a customized financial plan that is based on our Probability Retirement Analysis (PRA) process. This process involves conducting a thorough analysis of various scenarios and probabilities to create a financial plan that suits each client’s specific goals and preferences. We also keep their plan updated and relevant through regular Strategy and Tactical meetings. Whether you want to save for college, buy a house, travel the world, or retire comfortably, you dream about the future, we will help you get there.

Wealth Management & Financial Planning

Portfolio Management

We tailor our portfolios to your specific financial situation based on our Probability Retirement Analysis (PRA). We listen to your financial goals, needs, investment time horizon and much more.

Retirement Planning

Calculating how much money you’ll need to retire comfortably, exploring different ways to save for retirement, and getting familiar with the benefits and rules of Social Security, Medicare and Medicaid


We charge one simple fee based on the amount of assets we manage for you. We structure our fees so we do better when you do better. There are no hidden or layered fees.


We provide transparent performance measurement—net of our fees—so you can accurately track progress over time toward your long-term financial goals

Asset Size

If you have $250,000 or more in investable assets, contact us today to find out how we can help you achieve a successful financial future in retirement.

Tax & Estate Planning

Understanding laws and management techniques around taxes, property transfer and estate planning.

Our mission is to help our clients secure their financial future with personalized planning and investing. We do this by providing personalized financial planning and investment management services that strives to build a solid foundation for their future

We are committed to delivering excellence, integrity and trust in everything we do.


Join Our Newsletter