FIDUCIARY ADVISOR | CHARLOTTE NC
We help you weather the short-term storms as we look decades into the future.
Buoyant Financial was created to do things differently.
We’re not paid commissions, and there are no conflicts of interest within the firm. Some large banks and investment firms function with “dual hats;” simultaneously working as both investment advisor and broker or insurance salesperson, while claiming potential conflicts are disclosed. Buoyant Financial purposely steers clear of these murky waters.
We operate from the belief that a client’s interests should always come first.
As a Registered Investment Advisor we have a fiduciary obligation to place the interests of the client first. But, to us, it’s more than an obligation. Putting the client first is why we were were established.
OUR APPROACH
With Buoyant Financial, it's personal.
The relationship between a client and their financial advisor is a personal connection.
Buoyant Financial establishes the client-advisor relationship with a dialogue to highlight where you are now, what your goals and desires are, and how we will reach those goals.
Personal finance is a very intimate topic, and while aspects of planning and management can be analytical, a purely clinical approach can leave one feeling cold and resistant to sharing important feelings entrenched in our relationship with money. That’s why we nurture our client-advisor relationships with careful mindfulness.
We believe the only way to alleviate financial anxieties is through trusting rapport.
The world is awash in people peddling financial services and news, bluster, and breathlessness. Their prevalence not only feeds fears, uncertainty, and perspectives often rooted in simple stereotypes, but often leads people to approach their financial situation with anxiety and trepidation.
As part of this relationship, we want you to reach out when something in the news has you unsettled, you hear something in a conversation that doesn’t sound right, or you simply want some perspective. Likewise, we will reach out and provide you with expert context to economic news and insight into current market conditions.
About Glen McLaughlin
With decades of experience in the financial and investing world, I’ve had the opportunity to work across the spectrum of the investment and securities space, from retail to institutional, and with nearly every type of traded product in a variety of contexts. I received my MBA from Queens University of Charlotte with a concentration in finance, and served as a Senior Vice President at Bank of America and a Senior Director at Ally Financial.
We are an independent financial advisory creating rewarding financial experiences based on fiduciary responsibility.
The most rewarding experiences have been assisting my family and friends with their personal financial management: helping them quickly cut through the noise, and get their assets positioned as efficiently as possible. While I love the world of finance and investments, I always struggled with how these tools were delivered to the retail investor.
In creating Buoyant Financial as a truly independent financial advisory, I can provide clients with smart, seasoned, conflict-free (and cost efficient) financial planning and management services. The concept of fiduciary responsibility is a cornerstone of the client relationship, and ensures that the client always comes first.
Our best-in-class financial technology delivers services from the forefront of the market at accessible prices.
By creating my own platform utilizing best-in-class technology, and taking advantage of low-cost instruments to precisely capture the performance of virtually any asset class, I’m able to deliver these services at some of the lowest costs available today. Being able to minimize the long term drag of costs is vitally important because of its impact on long term returns.
Over the years, I have always enjoyed discussing personal finance with people and seeing how even a simple conversation may have helped them think about their personal situation differently or providing sane explanations of market behaviors.
Facilitating conversations that help you think differently about your finances.
DELVE INTO OUR FINANCIAL INSIGHTS & ANALYSES
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