Stephen Boatman, CFP®, CSLP

I started my investing career managing an endowment fund with 11 other selected students at Appalachian State University through the Bowden Investment Group. I then worked at a boutique wealth management firm in Greensboro, NC, for eight years before opening Flat Fee Financial in my hometown of Charlotte, NC. Helping others make their dollars go further, avoid financial potholes, and think through large financial decisions is a passion of mine, and I am honored to be a guide for my clients.

Financial planning is more than just numbers. Our desire is to provide guidance along the way, helping you avoid mistakes and make wise decisions based on your personal goals. We combine modern technology, efficient processes, and personalized attention to help you on your path.