Serving Clients Throughout the Charlotte / Lake Norman Area!

Your Futures Starts Here

Financial Planning

We think our approach to financial planning is simple. Unlike some financial planners that might create a complicated financial plan to sell you pre-packaged, commission-based products, Reber Investments doesn’t. Instead, we focus on providing you with a customized plan that serves as the foundation for us to build a portfolio that fits your financial situation and goals

Portfolio Management

We don’t sell one-size-fits-all portfolios. We take time to understand your overall financial situation, including your financial goals, needs, investment time horizon and much more. After this thorough review, we provide you with a portfolio strategy recommendation, which we think will increase the likelihood of achieving your investment goals and objectives.

Proactive Advice

As a client, you’ll receive regular updates from us and stay informed on your portfolio strategy and investments. Our goal is to help you understand what is going on in your account and why—so you feel secure with your strategy.

Reach Your Financial Goals

Every investor’s situation is different. Knowing your financial goals is a crucial first step in the wealth management process. We listen to your needs, evaluate your situation and work with you to create an investment strategy that helps reach your goals. Whether you are just beginning to plan for your retirement or are already there, our guidance can help you stay on track

Performance

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

Why Choose Us?

You deserve an investment management service that meets your unique needs and goals. That’s why we don’t offer generic portfolios, expensive investment products or hidden fees. We create customized investment plans for each client, based on their risk profile, time horizon and preferences. We also use low-cost, diversified and tax-efficient strategies to help you grow your wealth and achieve your financial objectives.

You Dream of Your Future. Reber Investments Helps You Turn It Into Reality.

Reber Investments is the perfect partner for individuals and families who want to achieve their long-term investment goals and objectives.

Our Clients Are Our Priority

Since 2017, we’ve been on a mission to provide the best investment service for our clients. We don’t follow the crowd or chase the latest fads. We focus on what matters most: our clients’ goals, needs and preferences. We’re a partner in your financial journey.

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