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About Us
When it comes to managing your wealth we are here to help. Our local professionals offer independent investment advice, financial planning, insurance underwriting and investment portfolio management.
About
Our Investment Philosophy
Investment management tailored to your personal circumstances, built on trust.
Meet Our Advisors
A team of local professionals, decades of experience, here to help and serve you.
CEFEX Certified
Wealth management decisions, advice that is at all times in your best interest.
Uwharrie Investment Advisors is a subsidiary of Uwharrie Capital Corp and an affiliate of Uwharrie Bank.
Retail brokerage and insurance products are offered through Private Client Services, LLC (2225 Lexington Rd., Louisville, KY 40206; phone: 502-451-0600). FINRA and SIPC member. Operates under the marketing name of Uwharrie Investment Group. Private Client Services, LLC and Uwharrie Capital Corp., along with their affiliates and subsidiaries are separate, distinct, and unaffiliated entities.
Securities and insurance offered are not bank deposits, not insured by the FDIC or any other state or federal government agency, not obligations of or guaranteed by any financial institution, and are subject to risk and may lose value. Risk(s) will vary depending on investments made by the client, a Uwharrie Investment Advisor Representative will review these risk(s) with the client prior to investing.
Customer Disclosures and Client Relationship Summary (Form CRS)
