"We Simplify Financial Complexity"
JareMarc Advisors is a fee based financial planning practice, founded by Claudie Johnson, CFP® located in Charlotte, NC.
Claudie is a dynamic trusted Advisor who possesses proven Leadership ability, his extraordinary combination of interpersonal skills, technical knowledge, and years in the field results in superb client relationships. He is a Financial Advisor for individuals, families, and business owners.
Claudie has been working in the financial industry for 27 years, most of it in wealth management. During his years in wealth management, Claudie learned the importance of understanding his client needs in addition to effectively allocating limited resources to help them meet their goals. He sees JareMarc Advisors as an opportunity to make a more direct and visible impact on people’s lives.
I am committed to the vision, mission, core values and success of JareMarc Advisors, LLC, its current and future team, and clients at all times.
Our business is built on the relationships we have with our clients. The strength of these relationships is based upon our clients’ confidence that we are available for them, that we are honest with them, and that we always put their interests ahead of our own.
We believe in working in an environment where individuals respect each other. We respect our clients and are considerate of their distinct needs.
We always speak the truth. What we promise is what is delivered. As a fiduciary, I am held to the highest ethical standards of due care.
We treat our client’s information with the upmost care and respect the privacy of our clients and their information.
We believe in educating our clients so they can make the most informed decisions. We pursue professional continuing education, and commit to the resources necessary to meet our goals.
We believe our clients are entitled to independent advice, free of any influence from specific products, platforms, or vendors.
As a CERTIFIED FINANCIAL PLANNER™ I have an obligation to enhance and maintain the profession’s public image and to work diligently to improve the quality of services offered.
FPA® Commitment to Professionalism
Claudie Johnson is a member of the Financial Planning Association™ (FPA), a membership organization for the financial planning community. FPA is the largest association of professionals dedicated to supporting the financial planning process. FPA believes that everyone needs professional, objective advice to make smart financial decisions.
Claudie Johnson, CFP®