Serving Clients Throughout the Charlotte / Lake Norman Area!

About Us

Reber Investments strives to help families achieve their financial dreams.  Regardless of what stage of life you’re currently in — moving ahead in your career, running a business, enjoying retirement or somewhere in between — Reber Investments strives to help you achieve your financial goals.

Why Reber Investments

We know you have choices when it comes to what team you work with.  We think these are the main factors that make clients pick us over others:

  • Our Clients Come First – We are dedicated to helping you achieve your goals with our Goals Based financial planning. It’s the most important thing for us and guides all our actions.
  • We design a customized wealth management plan that aligns with your goals – The program is adaptable and is modified according to the market fluctuations and your personal goals.
  • Competitive Transparent Fees – We simply charge a fee based on assets under management, which aligns our incentives with your best interests.
  • Proactive Communication – We will keep in touch with you frequently, and not because we want to push some new product. We believe that a regular communication strategy is most effective.

Meet Our Team

Scott Reber

Scott Reber, CFP®, MBA, is the Managing Director of Reber Investments based in Denver, NC.  He began his financial services career at Morgan Stanley focusing on investments and portfolio management for families, small businesses owners and executives.  In 2017 he joined Reber Investment under the umbrella of Independent Advisor Alliance, LLC and LPL Financial and opened the first office in Denver NC.

He holds a Bachelor of Science degree in Computer Aided Design, Manufacturing and Analysis (CAD/CAM/CAE) from Eastern Michigan University, where he was awarded a full scholarship in baseball for four consecutive years. He pursued his Master of Business Administration degree in 2009 and currently resides in the Lake Norman area with his wife Tonya and their two children Gavin and Madelyn. He enjoys playing golf and boating on Lake Norman in his spare time.

Lydia Wright

Lydia Wright is the Senior Customer Service Representative at Reber Investments. She delivers a warm and friendly experience to every client who visits our office. She helps with account setup, paperwork, and transfers. She collaborates with Mr. Reber and our clients to uphold our office’s high standards for communication. Lydia has 11 years of experience in the Financial Services industry and 10 years in a law firm. Her vast experience and empathy for clients enhance the whole Reber Investments team. She is a precious asset and always goes the extra mile to ensure we achieve our goal of providing a world-class client experience.

Our Philosophy 

We are not focused on selling products. Instead, we help you achieve your goals by providing advice and guidance on various topics. Investing is a crucial part of pursuing a goal, but deciding which goals to fund and how to save for them over time is equally important.

Our Focus

We help with defining what goals are important to you and in what priority. We manage every aspect of the investment process for you, including account setup and transfers, asset allocation, and account monitoring. We take a total wealth perspective on both assets and liabilities while creating a customized portfolio. We monitor how well we are doing with pursuing each goal. Provide constant communication.

Our Process

  • We Listen to you

  • We Build a customized plan

  • We conduct ongoing Strategy & tactical Meetings

  • We monitor and Modify the plan

Personalized Investment Approach

At Reber Investments, you are the starting point of our investment approach. We listen to your unique needs, current financial situation, and the goals you have for your money. Based on these, we craft a customized investment strategy aimed at helping you achieve your personal goals.

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