Brice Oldham

  • CFP®
  • CFA®
  • CIMA®

Financial Planner & Investment Analyst

“I am truly humbled by the trust that is placed in me by each family I work with. It is my mission to provide ongoing, thoughtful advice to all clients with the best possible service.”

Brice’s client-centered approach enables him to develop strong relationships with his clients. He takes the time to truly listen to his clients to ensure that he understands their unique circumstances because he knows the answers lie in the details.

Brice specializes in retirement planning, business succession, and investment management. He has over 13 years of experience in investment analysis, financial planning, and helping families and businesses reach their financial goals.

As a CFA® charterholder, a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Investment Management Analyst®, Brice knows the importance of increasing his knowledge to stay ahead of the ever-changing investment and financial planning landscape. He is a member of the Financial Planning Association of Charlotte, The CFA Institute of North Carolina and he has been recognized as a Five Star Wealth Manager for the years 2016, 2017 and 2018.

Brice is originally from Nashville, TN and graduated from Middle Tennessee State University with a degree in business.  After spending 15 years in Minneapolis, MN, he and his wife Kristy live in the Dilworth area of Charlotte where you will see them running, walking and relaxing on their front porch with their dog Benson. He is an active member of the YMCA and enjoys mountain biking and playing golf.

Brice Oldham's Approach

I am truly humbled by the trust that is placed in me by each family I work with. It is my mission to provide ongoing, thoughtful advice to all clients with the best possible service.

- Brice Oldham

Brice’s client-centered approach enables him to develop strong relationships with his clients. He takes the time to truly listen to his clients to ensure that he understands their unique circumstances because he knows the answers lie in the details. He has over 12 years of experience in investment analysis, financial planning, and helping families and businesses reach their financial goals.