LKN Life
Lake 96.18 ft(3.8 low)·
Surface 88.3°·
Air 82°F·
·
Updated 7:35 PM·
Lake 96.18 ft(3.8 low)·
Surface 88.3°·
Air 82°F·
·
Updated 7:35 PM·
Verified BusinessVerified

MB Wealth Advisors

Financial planning & wealth - Huntersville, NC

★★★★★5.0(39 reviews)
Our services
Financial PlanningWealth ManagementInvestment StrategyIRA Account ManagementMarket Change Guidance
Our story

About MB Wealth Advisors.

MB Wealth Advisors is a financial planning and wealth management firm based in Huntersville, serving clients in the Lake Norman area. The practice takes a client-focused advisory approach, working to ensure individuals understand their financial picture and feel confident in the decisions being made on their behalf. Clients frequently describe the team's communication style as clear, patient, and proactive — particularly valued during periods of market change.

With long-term client relationships spanning decades, MB Wealth Advisors emphasizes continuity and personalized guidance through each stage of financial life. The firm holds a 5.0-star rating across 39 reviews, with clients consistently noting the staff's trustworthiness, attentiveness, and ability to simplify complex financial matters.

Good to know

Frequently asked questions.

Where is MB Wealth Advisors located?

MB Wealth Advisors is based in Huntersville, in the Lake Norman area of North Carolina.

What does MB Wealth Advisors offer?

MB Wealth Advisors offers Financial Planning, Wealth Management, Investment Strategy, IRA Account Management and Market Change Guidance as a financial planning & wealth in the Lake Norman area of North Carolina.

What days is MB Wealth Advisors open?

MB Wealth Advisors is open Monday, Tuesday, Wednesday, Thursday and Friday. See the hours above for exact times.

How can I contact MB Wealth Advisors?

You can reach MB Wealth Advisors by phone at +1 704-584-9363 or through their website, or find their full details on this LKN Life profile.

Our reviews

What locals are saying.

Reviews from Google

These reviews are sourced from Google to give you a sense of customer satisfaction as we build our own LKN Life review platform.

5.0
★★★★★
From 39 Google reviews

Showing 5 detailed reviews

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Lorrie C
Google reviewer
★★★★★Oct 2025
For almost 25 years, Mike has been a trusted partner in helping me navigate every stage of financial life with confidence and clarity. From long-term planning and investment strategy to timely, personalized guidance through market changes, his expertise has been invaluable. What stands out most is his availability, integrity, knowledge, and genuine commitment to his clients' financial success. He takes the time to understand my financial needs and goals. His communications are always clear, thoughtful, and grounded in sound judgment. After more than two decades of this trusted relationship, I can confidently say that my financial security and peace of mind are direct results of Mike's exceptional guidance. I wholeheartedly recommend his services to anyone seeking an experienced, ethical, and client-focused advisor who genuinely cares about helping people achieve their financial goals.
MI
Maria Ivashinnikova
Google reviewer
★★★★★Oct 2024
I’ve been working with Mike as my financial supervisor for my IRA account, and I couldn’t be more impressed with his professionalism and dedication. He consistently demonstrates full responsibility in managing my investments, always keeping my financial goals in mind. Mike is excellent at explaining complex financial concepts in a way that’s easy to understand, which has greatly increased my confidence in the process. His attention to detail and commitment to ensuring my portfolio is on track have been invaluable. I highly recommend Mike to anyone looking for a reliable and knowledgeable financial supervisor!
JS
Julie Sandidge
Google reviewer
★★★★★Mar 2025
I begin working with Michael Black this year and have been impressed with his knowledge and enthusiasm in helping me plan for the future. He listens to my questions and concerns, and provides me with the best solutions and feedback. I am grateful for his hard work, and the confidence of knowing I can call him anytime I have a question and will receive the best service. I look forwards to continue working with him for many years to come. I would recommend him to my family and friends.
TL
T Lundsten
Google reviewer
★★★★★Aug 2024
I have been with MB Wealth Advisors (Mike Black) for almost 10 years and would recommend his financial planning services to anyone. Mike has helped guide me through different life events (job changes, loss of a parent, sales/purchase of real estate) and has been able to discuss and help me stay on a steady financial path. I know if I get into a financial crunch for any reason, I can reach out and discuss my options and best plan of action. Life is busy and we never seem to have enough time, however, having had Mike in my corner, I am confident and comfortable with my finances, my future and my retirement. His experience and expertise are second to none. If you are looking for a financial planner and someone to help organize all of your assets and discuss your best financial plan for the future, call Mike. He has never steered me wrong, and I promise, he won't steer you wrong!
LG
Linda Grey
Google reviewer
★★★★★Jul 2024
Mike has been my financial advisor for several years. He makes suggestions on the best way to invest my money but ultimately leaves the decision up to me. He has helped me with converting money from my company 401K and stock accounts to my IRA when I retired and continues to work with me on the best way to manage my retirement income. On a personal level, he is always polite, easy to talk to, and has a good sense of humor.
+1 704-584-9363