Kendrick Mattox

CFA®

Edge Capital Partners

Partner - Senior Financial Advisor

Contact Me

Kendrick Mattox

CFA®

Edge Capital Partners

Partner - Senior Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kendrick Mattox, CFA®

Contact Me

704-277-4612

Website

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

Kendrick Mattox is a Charlotte, NC fee-only financial advisor serving clients locally and across the country. Edge Capital Partners provides comprehensive wealth management to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kendrick Mattox is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

In 2011, Kendrick Mattox joined the EDGE team as a Partner, Senior Financial Advisor and opened the doors of our firm’s new Charlotte office. In his role, he is responsible for leading our firm’s regional efforts in providing comprehensive wealth management for individuals and families.

Upon graduation from the Woodberry Forest School, Kendrick earned his Bachelor of Arts degree from Hampden-Sydney College and his MBA from Georgia State University. He is a Chartered Financial Analyst (CFA) and a member of the CFA North Carolina Society. In 2022, Kendrick was a featured speaker on National Public Radio and was recognized in Forbes magazine as a top advisor in the state of North Carolina.

In addition to serving as a senior financial advisor, he is an investment manager who works closely with his clients as he designs, implements and monitors customized investment portfolios. At EDGE, Kendrick has served on the Asset Allocation Committee, Board of Trustees, Leadership Committee, and Discovery LLC Board.

Kendrick volunteers his personal time and is active in the community regionally and at the state level. His current and former community involvement includes serving as an Investment Committee member Chair for the YMCA of Greater Charlotte Endowment, a member of the Finance Committee and Golf Committee for the Charlotte Country Club, a board member of the Fletcher School and Pat’s Place Child Advocacy, President of the Woodberry Forest School Charlotte Regional Alumni Association, as a state board member of the Coastal Conservation Association-North Carolina (CCA-NC), and as a board member and Charlotte leader of Introships, an organization that exposes young college students to multiple business/industries and potential career paths. Kendrick and his wife, Lacy, reside in Charlotte and have 3 children.

At Edge Capital Group, we understand that significant wealth presents uniquely complex situations, ones that modeling and off-the-shelf solutions ignore. That is why we founded Edge—an independent financial advisory firm devoted exclusively to serving individuals, families, and institutions with substantial wealth via customized and sophisticated financial solutions. Whether the need is to strategically expand cash flow, adjust portfolios for transitory life stages, or preserve and facilitate multigenerational wealth, Edge tailors each financial solution to each client’s unique circumstances from the ground up. We work in concert with clients to RealizeMORE™ in even the most complicated financial circumstances.

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

Specialties

  • Comprehensive Financial Planning
  • Customized Investment Management
  • Family Office Services
  • College Education Planning
  • Asset Management

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

  • CFA - Chartered Financial Analyst

    Kendrick Mattox is a holder of the right to use the Chartered Financial Analyst® designation

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

  • Wealthramp
    Kendrick Mattox is a Verified Wealthramp Financial Advisor

    Plenty of people call themselves a “financial advisor”. But very few meet the standards of Wealthramp.

    Wealthramp is a curated network of established and highly qualified fee-only advisors, and every member is personally interviewed and evaluated by founder Pam Krueger. As an award-winning personal finance journalist, Pam has spent the last 25 years advocating for and educating consumers on how to make the most of their money, and the importance of working with a Fee-Only financial advisor.

Contact Kendrick Mattox

704-277-4612

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Office Locations:

  • 200 S. College Street
    Suite 1520
    Charlotte, NC 28202

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