Broker Check

Stephen Poulton, CFP®

(704) 540-2935

(704) 540-2999

I am extremely proud of our comprehensive holistic approach to financial planning here at Equitable Advisors. Our values are reflected in the advice and strategies we bring to the table. We make a strong commitment to prioritize our clients' best interest and transact business with complete transparency. Most people need help making sound financial decisions, and it is my goal to be a resource for them.

We focus the majority of our time getting to know our clients and understanding their financial goals and ambitions. We work with individuals, families, and small businesses to develop a plan to achieve these goals. We help them implement investment and insurance strategies to make sure they are confident in the decisions they make for their futures.

Another focus of mine is growing our team of financial professionals here in Charlotte, NC. I strive to connect hard working, motivated individuals with a career that brings incredible opportunity, an uncapped potential, and the ability to impact the lives of individuals and the community around you. If you or anyone you know is looking to explore the financial advisor career, please message me or email me directly at

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

<p>Financial Planning<sup>1</sup></p>

Financial Planning1

<p>Asset Management</p>

Asset Management

<p>Estate Planning</p>

Estate Planning

<p>Retirement Planning</p>

Retirement Planning

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

<p>Client Centered</p>

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
<p>Client Centered</p>

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
<p>Client Centered</p>

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. [We/I] offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Ready to contact us?

Thank you!

1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.