Michael  Fuhr,  CFP<sup>&reg;</sup> - Financial Advisor

Michael Fuhr, CFP®

Financial Planner

Evergreen Wealth Services

516 D River Highway, #280
Mooresville, NC 28117
FINANCIAL ADVISOR'S WEBSITE
(704) 799-5435 CONNECT WITH Michael
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General

Michael Fuhr is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Evergreen Wealth Services in Mooresville, NC and the surrounding communities.

Financial Advisor Overview

Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future.

Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies.

As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you.

He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country.

Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Government & Military, Life Planning, Retirement, Sudden Wealth

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Helpful Financial Planning Resources