Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country
Meet Eric Harbert
Eric Harbert is a Partner and Wealth Advisor at McGill Advisors. Prior to joining McGill Advisors, Eric worked for a local tax and wealth management firm for 10 years. Eric graduated from the University of North Carolina at Charlotte where he earned a bachelor’s and master’s degrees in Accounting. He obtained his Certified Public Accountant certificate in 2009 and his CERTIFIED FINANCIAL PLANNER™ certification in 2011. He is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants. Eric and his wife Angela have three children and live in the Lake Norman area.
During Eric’s free time, he enjoys golf, travel and spending time with friends.
Eric Harbert is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Professional Designations & Affiliations
Eric Harbert is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Eric Harbert
8816 Red Oak Blvd
Charlotte, NC NC