Giles Almond

CFP®, CPA, PFS, CIMA®

Matrix Wealth Advisors, Inc.

Financial Advisor

Giles Almond

CFP®, CPA, PFS, CIMA®

Matrix Wealth Advisors, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Giles Almond, CFP®, CPA, PFS, CIMA®

(800) 493-3323

Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country

Giles Almond is a Charlotte, NC fee-only financial planner. Matrix Wealth Advisors, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Giles Almond is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Giles Almond is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Giles Almond is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Giles Almond is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Giles Almond is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • CIMA - Certified Investment Management Analyst
    Giles Almond is a Certified Investment Management Analyst® (CIMA®)

    CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA® certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.

Contact Giles Almond

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Office Locations:

  • 831 East Morehead Street
    Suite 760
    Charlotte, NC 28202

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