Skip to content
T:
704.442.0047
F:
704.442.0123
Map & Directions
Map & Directions
X
Menu
Home
About Us
About Us
Philip Bailey
Joshua Bailey II
Leslie Allison
Why Work With a CFP
What Makes Us Different
In The Community
About Raymond James
Who We Serve
Who We Serve
Families & Individuals
Retirees
Pre Retirees
Sudden Wealth
Women Investors
Business Owners
Healthcare Professionals
How We Serve
How We Serve
Our Approach
Visualize Your Future
Financial Planning
Retirement Planning
Investment Strategies
Portfolio Management
Estate, Charitable Giving & Trust
Risk Management
Sustainable Investing
Contact
Resources
Resources
Commentary and Insights
Client Access Videos
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Communication
Philanthropy
Taxes
Your team
Living Your Legacy
Living Your Legacy
Career
Community
Family
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
WorthWhile
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Muirfield Wealth Advisors
6101 Carnegie Blvd.
Suite 550
Charlotte, NC 28209
T: 704.442.0047
F: 704.442.0123
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Estate & Giving
Family & Lifestyle
Markets & Investing
Retirement & Longevity
Tax Planning
Technology & Innovation
Topic
Education
Longevity Planning
Retirement Planning
Media
Article
Checklist
Infographic
What time is the right time for retirement?
Age may just be a number, but when it comes to retirement, it matters.
Read
Retirement & Longevity
Are your important documents secure and accessible?
Keep your financial life organized with a thoughtful combination of digital and physical storage solutions.
Read
Family & Lifestyle
Healthy, wealthy and wise
The connection between financial wellness and health can have benefits for your employees and your business.
Read
Business Ownership
Your year-end tax planning checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
Read
Tax Planning
Assembling your wealth planning team
Whatever you envision for your wealth, it’s important to have professionals around you who share and support that vision.
Read
Retirement & Longevity
Infographic: College majors for bright futures and lucrative careers
Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
View
Family & Lifestyle
Maintaining income after retirement
How your retirement savings can continue working for you.
Read
Retirement & Longevity
Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Read
Business Ownership
Load more
Load more
