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Investment Management for Individuals and Institutions Since 1988

A Neumann & Associates is a professional M&A advisory firm specializing in valuations, exit planning, secure transactions, & business growth.

serving individuals and families, as well as providing guidance for retirement plans and institutions that include endowments, foundations, and nonprofits.

John G. Ullman & Associates is a registered investment advisor that provides comprehensive wealth management and financial planning services.

LIFE INSURANCEMore than a policy. An act of love.

Over 175 years of helping families put love into action.

Sell your business with confidence. BMI Mergers & Acquisitions helps Charlotte business owners maximize value and find the right buyer.

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