(704) 236-6615 scott@southernwa.com

Guide to Retirement Planning

Southern Wealth Advisors offers a FREE Retirement Guide that you can download and use to start thinking about your retirement plans.


Thank you for your interest

We believe you will find this information to be valuable. Please feel free to contact Southern Wealth Advisors with any questions you may have about your personal finances.


(704) 236-6615

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One-Page Financial Plan

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Advisors Alliance, a registered investment advisor. Southern Wealth Advisors and Independent Advisors Alliance are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: North Carolina, South Carolina, Florida, Michigan, California, Arizona, and Virginia.

Southern Wealth Advisors
18716 W Catawba Ave
Cornelius, NC 28031
(704)-236-6615