Giles K. Almond| CFP®, CPA, PFS, CIMA®
Matrix Wealth Advisors, Inc.
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Charlotte, NC 28202
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Matrix clients benefit from Giles' extensive experience spanning three decades, including time spent with the Internal Revenue Service, national and local CPA firms, and as owner of a fee-only wealth management firm he co-founded in 1990. He graduated from the University of North Carolina – Wilmington, earning a B.S. in Accounting and subsequently became a CPA and later added the PFS (Personal Financial Specialist) designation, achieving the nation’s highest score on the qualifying exam. He completed an educational program through the College of Financial Planning and has been awarded the Certified Financial Planner™ (CFP®) designation. In addition, Giles completed an investment management educational program at the Wharton School at the University of Pennsylvania leading to the CIMA® (Certified Investment Management Analyst) designation awarded by the Investment Management Consultants Association (IMCA).
Giles has been rated among the best advisors in the country by several national publications. Worth magazine rated him as one of the nation’s top advisors in 1994, 1999, 2001, and 2002, while Medical Economics has rated him as a ‘top financial advisor for doctors’ consecutively since the year 2000. In addition, Charlotte magazine rated Giles as a 2008, 2009 and 2011 FIVE STAR Best in Client Satisfaction Wealth Manager. As well, Giles received the Five Star Advisor rating from the Paladin Registry in 2007, and in 2010 was awarded the Financial Advisory Due Diligence (FADD™) certification after successfully completing Paladin's extensive background check process. Giles has periodically been quoted in the media in such publications as the Los Angeles Times, Medical Economics, Financial Planning magazine, Black Enterprise, Kiplinger’s Mutual Funds, The Physician’s Personal Advisory, and SmartMoney. He has presented at numerous conferences and is a former adjunct faculty member at the CFP® program at Queens University.
Giles is a NAPFA (National Association of Personal Financial Advisors) registered advisor, and served on its National Board and as Treasurer from 2011 to 2014. He is a member of the Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), Kingdom Advisors, and the Charlotte Estate Planning Council.
In addition to his work promoting sound financial planning and investing, Giles has spent a number of years on the Steering Committee of Queens University Estate Planners Day and is a long time elder at Central Church of God, serving on the Finance Committee.
Planning is the process of allocating limited resources among unlimited alternatives according to a system of values to achieve life goals. Founded in 1990, Matrix uses a very personalized, principle-centered wealth management process to offer comprehensive financial planning and investment advisory services that help clients take action to achieve their goals. Matrix is a fee-only, fiduciary firm and is compensated solely by our clients.