Masters Tax and Financial Planning LLC

Masters Tax & Financial Planning is a fee-only registered investment advisor based in Statesville, North Carolina, founded in 2016. The firm specializes in comprehensive fiduciary financial services, including discretionary portfolio management, comprehensive financial planning, tax-efficient investment strategies, estate and legacy planning, and philanthropic strategies. Masters Tax & Financial Planning acts solely in the client's best interest, tailoring each portfolio to individual goals and constraints through a detailed discovery process and Investment Policy Statement. The firm utilizes Charles Schwab & Co. as its primary custodian and offers held-away asset management through the Pontera platform. In addition to investment management, the firm maintains an affiliation with a separate certified public accountant practice and licensed insurance services, allowing for coordinated tax and financial planning guidance.