Muirfield Wealth Advisors LLC

Muirfield Wealth Advisors LLC is a registered investment advisor established in August 2021, located in Charlotte, NC. The firm specializes in providing wealth management services to individuals, high net worth individuals, families, trusts, estates, and small businesses. Muirfield Wealth acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm offers customized wealth management solutions, focusing on long-term growth strategies tailored to individual client goals and risk tolerance. Investment portfolios typically include ETFs, mutual funds, individual stocks, and bonds. Muirfield Wealth may also recommend the use of independent managers for all or a portion of a client's investment portfolio. The firm charges wealth management fees based on assets under management, with fees ranging up to 1.50% annually. Clients may request more current information on managed assets at any time. Muirfield Wealth does not engage in wrap fee programs and manages approximately $234,900,000 in client assets as of December 31, 2024, all on a discretionary basis. The firm's investment approach is primarily long-term focused, with a focus on fundamental and technical analysis methods. Clients have the opportunity to place reasonable restrictions on the types of investments held in their portfolios. The firm's principals, Philip R. Bailey and Joshua R. Bailey, are experienced financial advisors and Certified Financial Planners (CFP®). Joshua R. Bailey also serves as the Chief Compliance Officer. The firm has a Code of Ethics in place to guide its business practices and ensure compliance with regulatory requirements. Muirfield Wealth does not accept or maintain custody of client accounts, except for specific circumstances related to fee deduction and money movement authorization. The firm does not engage in performance-based fees and does not charge for voting client securities. Muirfield Wealth's Privacy Policy ensures the security and confidentiality of client information, with safeguards in place to protect personal data from unauthorized access. The firm shares personal information with non-affiliated third parties only for servicing clients and does not disclose information for marketing purposes. Clients have the right to limit the sharing of their personal information. The firm's Privacy Policy is provided annually to clients, and any revisions are communicated to clients if material changes are made. Clients can contact Muirfield Wealth for any questions or concerns regarding their privacy or the firm's policies.