Fulcrum Wealth Advisors Expands Financial Goal Team

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MINT HILL, NC – Fulcrum Wealth Advisors is a locally-owned and operated financial firm. They offer a variety of comprehensive financial services that focus on the needs of their clients and their financial objectives. Above all, they believe in focusing on the clients and getting to know them. This gives the firm the ability to be able to design and implement financial strategies that big box companies just can not offer. Their focus and dedication to relationships are how Fulcrum Wealth Advisors is able to work to advise each client on their unique situation. Using national and local resources, they are able to meet and exceed the needs of clients in the area with the personal service that you will not find anywhere else. This philosophy is also shared among the team members at Fulcrum Wealth Advisors.

Head shot picture of Melissa Miller
Photos by Melissa Miller

As the company grows, so has its team. Recently Fulcrum Wealth Advisors added Melissa Miller. Melissa is no stranger to the team, and her story is just short of amazing. Sometimes in life, we don’t always know where the road will lead us, but this road leads to a happy ending that proves that dedication and a friendship that can last a lifetime.

Melissa Miller was born and raised outside of Clemmons, North Carolina, and moved to Charlotte to further her education in Finance. In 2010 she received her degree from the University of North Carolina at Charlotte where she graduated Magna Cum Laude. This honor is one of the many milestones that Melissa has achieved. During her time in college, Melissa was looking for an internship. A visit to the Career Center at the college gained her an opportunity to join Lincoln Financial Advisors as an intern. 

Melissa first met Christopher Kemper, President and CEO of Fulcrum Wealth Advisors, when she was interning at Lincoln Financial Advisors in 2009. During the time that Chris and Melissa worked together, they formed an instant friendship. Even outside of the financial world, the two enjoyed supporting each other and their dreams to excel within their careers in the financial world. During her internship, Melissa explored the world of finance. She knew it was a great fit for her career path but just was not sure what the path exactly looked like at that point. Her internship ended, and she graduated from UNCC in 2010. From there, Melissa worked in the financial world for other firms, but she just was not content with her position and where she was headed. During this time, she and Chris always kept in touch, encouraging each other to strive in the financial world. 

Fulcrum Wealth Advisors logo
Photos by Melissa Miller

In 2013, Melissa and Chris were having a conversation about career paths, and Melissa expressed she was not quite where she wanted to be in her career and was looking for more. Chris has always been a great friend to Melissa. She valued his morals and his career drive in the financial world. With the start of Fulcrum Wealth Advisors, Melissa knew that she wanted to work with Chris again. She then joined the team as a Firm Coordinator. During her first years working with Chris again, she learned even more about the financial world. She strived in the financial world and in 2015 she earned her Series 7. Shortly after in 2016, Melissa became 66 Licensed. Both of these exams gained her license to understand financial law at a state and federal level. In 2018 Melissa took some time to “find herself” and decided to leave Fulcrum Wealth Advisors. During that time again she found herself supported by Chris not only with career advice but as a great friend. It was hard to not want to return to work with his firm, so after a few short years, Melissa returned to Fulcrum Wealth Advisors as a Junior Advisor.

At that point, Melissa knew exactly where she wanted to go with her career. As she worked more as a Junior Advisor, she knew she wanted to transition to being a Financial Advisor for Chris’s team, and in 2021 that is the exact step that she took. Melissa Miller is also licensed in life, health, and long-term care insurance. She takes pride in being able to serve the community with personal financial expertise along with learning to understand everyone’s different financial situation. The level of service that she offers gives her the opportunity to advise clients to make the right financial decisions for them. She is an amazing asset to their team. She lives by the Benjamin Franklin saying “Tell me and I forget. Teach me and I remember. Involve me and I learn.”

Reach out to Fulcrum Wealth Advisors, LLC, or Melissa today for all your financial planning needs at mmiller@fulcrumwealth.com or by calling (704) 817-4480. Visit their website at http://www.fulcrumwealth.com/ for more information about the financial firm and how they can work to secure your financial future.  Fulcrum Wealth Advisors is located at 4520 Mint Hill Village Lane, Ste. 104 Mint Hill, NC 28227

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors Inc., a Registered Investment Adviser. Fulcrum Wealth Advisors and Cambridge are not affiliated.

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Jessica Mentzer
Jessica Mentzer is a mother and freelance writer that loves to travel and write. Whenever she is not traveling with her family or writing she enjoys hiking, canoeing, swimming, and spending time with her two children. She is a stay-at-home mom and enjoys watching her children grow and learn each day. Her passion for writing and her love for travel are two things that she loves to share with friends and family.