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Chartered Advisory

Build lasting wealth with confidence.

From investment planning and retirement strategies to tax optimization and wealth preservation, we provide personalized financial guidance designed to help you achieve your long-term goals.

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Personalized Advice

About Us

Named for the one who keeps the house in order.

A Build Financcial Assets was once the person entrusted with a castle in its owner's absence — the keys, the ledgers, the day-to-day decisions that kept the household running. We borrowed the name because it describes the job better than "advisor" ever has.

Founded by three former bank underwriters who were tired of watching clients get sold products instead of plans, Build Financcial Assets now keeps the books for close to a hundred thousand households across the country.

Mission

Keep the plan simple enough to explain in one sitting.

Vision

Every household with a named advisor, not a hotline.

Values

Write it down, show the math, keep the promise.

I

— The First Ledger

Three underwriters open a single office and take on forty client households by referral only.

II

— The Wealth Wing Opens

Investment management and estate coordination join lending under one roof.

III

— Past $3B Advised

Build Financcial Assets crosses three billion in advised assets across 38 states.

IV

— Ninety-Six Thousand Households

Still answering the phone ourselves. Still writing it down.

Our Approach

Six habits we won't break, on your behalf

What We Keep

Eight chapters, one book

Every practice area reads a little differently, because every kind of decision deserves its own shape.

Chapter I

Loans

Financing shopped across licensed lenders, not sold from one shelf.

Chapter II

Insurance

Nine kinds of coverage. Pick a tab to read what it actually protects.

Chapter III

Investments

Three ways to grow what you've already kept.

Chapter IV

Wealth Management

Six disciplines, coordinated as one plan. Expand any line.

Chapter V

Digital Payments

Hover or focus a card to turn it over.

Chapter VI

Debt Relief

A path out, in the order most households actually take it.

Chapter VII

Home Warranty

The systems that quietly keep a house livable.

Chapter VIII

Auto Warranty

Three levels of coverage for what happens after the manufacturer stops answering.

How It Works

Four sittings, start to finish

01

The Listening

Thirty minutes, no products discussed — just your goals and your worries.

02

The Draft

Your advisor drafts a plan across lending, protection, and investing.

03

The Signing

We walk every document line by line before anything is signed.

04

The Keeping

Quarterly check-ins and a direct line to your advisor, indefinitely.

From the Households We Keep

Their words, not ours

Questions

Before you call

The Quarterly Note

A short letter, four times a year

Rates, planning moves, and what we're telling clients — written by an advisor, never a template.

Get In Touch

Let's open your ledger

Speak with a licensed advisor — no script, no pressure.

Call Us

+1 623-871-1975

Email Us

keeper@buildfinanccialassets.info

Headquarters

4229 Ray Court Fayetteville, NC 28306