(704) 236-6615 scott@southernwa.com

Our Financial Planning Approach

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you pursue your goals in life; it’s not about buying products.

A Personalized Financial Plan

At Southern Wealth Advisors, our financial planning process starts with an understanding of your long-term goals and dreams.  We aim to understand your current situation and help to develop financial goals.


Through a six step process we create an asset management strategy and recommendations based on your specific needs, analyzing time horizon, investment objectives, and goals.

Step 1: Determine Your Current Financial Situation

Step 2: Develop Financial Goals

Step 3: Identify Alternative Courses of Action

Step 4: Evaluate Alternative Options

Step 5: Create and Implement a Financial Action Plan

Step 6: Monitor, Review and make adjustments as needed

Here is what we don’t do:

We don’t receive referral fees from other professionals

We don’t share your information with third party groups or anyone

We don’t charge to create a financial plan

(704) 236-6615

Call Us!


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