About
A firm built on one conviction.
Margaret Brevard, CFP®, CFA
Founder and Managing Principal
Margaret Brevard, CFP, CFA
Twenty-two years. One firm. One standard.
Margaret founded Brevard Wealth Partners in 2009 after a decade at two of the largest wirehouses on Wall Street, where she watched too many clients receive a portfolio without ever being asked about their lives. The final straw was a client who was sold an annuity he did not need by an advisor who was paid more for selling it.
She started the firm with a conviction that has not changed: planning belongs in front of the portfolio, advice should not be paid for by the products it recommends, and the same advisor a family meets on day one should still be at the table thirty years later. Brevard has grown entirely through referrals because that conviction shows up in the work.
Today, Brevard serves 187 client families across the Carolinas and the Southeast. Margaret personally manages every relationship and takes every initial meeting. The firm is deliberately small, and it will stay that way.
Credentials
- CFP®, CERTIFIED FINANCIAL PLANNER™
- CFA®, Chartered Financial Analyst
- B.A. Economics, Wake Forest University
- M.S. Finance, UNC Kenan-Flagler Business School
Affiliations
- Past President, FPA Charlotte Chapter
- Member, NAPFA (fee-only advisors)
- Board advisor, NC Bar Estate Section
- Contributor, Wall Street Journal Wealth
The planning team
The people behind every plan.
Every Brevard client works directly with a principal. There are no handoffs to junior staff. When tax season arrives, Daniel is already at the table. The coordination that most firms charge extra for is simply how we work.
Margaret Brevard, CFP®, CFA
Founder and Managing Principal
Margaret founded Brevard Wealth Partners in 2009 after a decade at two of the largest wirehouses, where she watched too many clients receive a portfolio without ever being asked about their lives. She holds the CFP® and CFA designations and brings 22 years of experience to every client relationship. She personally manages every client account and takes every initial meeting.
Daniel Osei, CPA, CFP®
Director of Financial Planning
Daniel joined Brevard in 2016 after eight years in public accounting, where he specialized in high-net-worth individual and trust taxation. He leads the firm's tax coordination work and serves as the primary point of contact for CPA partnerships. His dual background in tax and financial planning is rare, and it shows in the depth of the plans he builds.
The firm at a glance
$612M
Assets under management
187
Client families
2009
Founded
100%
Fee-only fiduciary
The Brevard story
A practice built one careful decision at a time.
- 09
2009
Margaret Brevard leaves a wirehouse after a decade and founds Brevard Wealth Partners as a solo fee-only RIA with six founding client families.
- 12
2012
The firm crosses $100M in assets under management, entirely through client referrals with no advertising.
- 14
2014
Moves to Suite 1700 at 212 N. Tryon, a dedicated office in Uptown Charlotte.
- 16
2016
Daniel Osei joins as Director of Financial Planning, adding in-house tax coordination and CPA partnership capacity.
- 19
2019
Brevard surpasses $300M AUM and launches a standalone plan offering for clients who are not yet at the management minimum.
- 22
2022
Introduces direct indexing for taxable accounts above $500K, significantly improving after-tax outcomes for affected clients.
- 26
2026
Now serving 187 families across the Carolinas and nationally, with $612M under management and a waitlist for new clients.
Brevard vs. the alternative
What makes a fiduciary firm different in practice.
Who manages your account
A junior associate or algorithm, after the initial meeting
The same principal-level advisor from day one through retirement
How advice is compensated
Commissions, trails, or product-embedded fees
A single transparent AUM fee paid by you, period
What you receive
A portfolio and quarterly statements
A written financial plan, followed by a portfolio built to execute it
How tax is handled
Referred to a CPA in April
Year-round tax strategy coordinated with your CPA from day one
Meeting cadence
An annual review when you request it
Proactive outreach, unlimited access, and a defined annual calendar
Outside the office
A practice rooted in Charlotte.
Teaching financial literacy
Margaret teaches a personal finance course at the Johnson C. Smith University Entrepreneurship Center, focused on business owners and first-generation wealth builders.
Pro-bono planning
Through the FPA's pro-bono program, the Brevard team provides free financial plans to Charlotte-area teachers, nurses, and first responders annually.
Next generation of advisors
We mentor two financial planning students each year through UNC Greensboro's CFP Board-registered education program.
Client perspective
In their own words.
"After our son was born we finally got serious about getting our finances in order. Brevard did not make us feel behind. They just helped us build a plan."
T. & A. Park
Dual-income family, client since 2020
"I had three advisors before Margaret. None of them ever showed me a written plan. I thought that was just how it worked. It is not."
C. Drummond
Attorney, client since 2015
"We have a complicated picture: a family business, deferred compensation at a public company, and parents we are helping support. Brevard holds all of it together."
S. & M. Okafor
Business owners, client since 2017