Big Money Retirement Opens Dedicated Charlotte Office to Better Serve Growing Client Base
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CHARLOTTE, N.C. - ncarol.com -- Big Money Retirement, one of the Southeast's fastest-growing independent retirement planning firms, today announced the formal opening of its Charlotte, North Carolina office at 6325 Ardrey Kell Road, Suite 125. The office officially opens to the public on September 20, 2026.

The move formalizes what has already been a growing chapter in the firm's story. Big Money Retirement has been building relationships and serving clients in the Charlotte market for some time, and the new office is a direct response to that demand. The Charlotte location gives existing and prospective clients a dedicated space to meet with advisors, attend events, and access the personalized retirement planning services the firm has become known for throughout the Carolinas.

"Charlotte is home to families who have worked incredibly hard and deserve a retirement plan built around their life, not a template," said Johnathan Burgess, Owner and Chief Investment Officer of Big Money Retirement. "This office reflects our commitment to showing up for our clients in a meaningful way. We're not just expanding — we're deepening the roots we've already put down here."

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The Charlotte office is the firm's fifth location overall and its first in North Carolina, joining its existing South Carolina offices in Greenville, Simpsonville, Spartanburg, and Charleston. It brings the firm's full suite of retirement planning services to South Charlotte, including personalized income strategies, tax-efficient retirement planning, estate planning, and comprehensive wealth management — all delivered by a team with more than 100 years of combined experience in the financial services industry.

The Charlotte office is located at 6325 Ardrey Kell Road, Suite 125, Charlotte, NC 28277 and will be open Monday through Friday, 9:00 AM to 5:00 PM.

To learn more or schedule a consultation, visit https://bigmoneyretirement.com or call (864) 920-3155.

Burgess Investment Group, LLC is an investment adviser registered under the Investment Advisers Act of 1940. Big Money Retirement is the marketing name under Burgess Investment Group, LLC. Insurance products and services are offered and sold through Big Money Management, LLC. Registration does not imply a certain level of skill or training. More information about Burgess Investment Group, including fees, can be found in Burgess Investment Group's ADV Part 2, which is available free of charge.

Copyright c 2026 Burgess Investment Group. All rights reserved.