Focus Wealth Planning - Concord, North Carolina

Lynn M. (.

David and the whole staff at Focus Wealth have been so helpful as my husband moves toward retirement., So friendly, knowledgeable and helpful. Highly recommend this team to help meet your needs wherever you are on your financial journey.

Bob W.

David and the entire staff at Focus Wealth Planning are simply amazing. We have been with them for several years and could not be more pleased with the services they provide.

Jeremy E.

I recently started my own Engineering Firm and chose Focus Wealth Planning to establish the new company 401K plan and advise me. I would highly recommend Focus Wealth Planning. They really understand small business and made me more comfortable with my investments. David and Anna transformed a potentially stressful transition into an educational and enjoyable process.

Jeremy Earl

Doug P.

I have been working with David for many years now. The Staff at FWP provide very good financial planning. Their money management is personalized to my situation. They are very experienced and offer advise to help with finances.

Rhonda R.

Focus Wealth Planning has been a such a valuable source of knowledge and comfort to my husband and me as we had to navigate an unexpected early retirement due to my job being abolished. FWP helped us set up a new IRA for each of us; as well as transferring balances from my old IRA, my 401(k) plan and my husband’s 401(k) plan into one account. We no longer must check our earnings and balances on multiple websites and FWP takes care of the due diligence on investments and ensures the allocations of those accounts are in keeping with our risk tolerance and our long-term goals, as well as our short-term needs.

At FWP, we are not only partnering with financial professionals that know far more than we do about investment strategies and financial planning but feel great confidence that a trusted friend is helping us.

At FWP, we believe the key word is Focus. They focus on us. David, Lisa, and Anna are all competent financial specialists that excel in customer relationships. I cannot recommend Focus Wealth Planning enough.

Susan W.

David Nifong has been a very efficient and caring financial advisor. We feel he has led us in the right direction for our financial needs . My husband Jack and I support him and would highly recommend him for anyone seeking financial assistance.

Jean R.

I feel so fortunate to have found David Nifong. He is also my mother’s financial advisor and he takes such good care of us. I can always count on him and his staff to answer my questions and advise us. We are definitely in good hands!!!

suzanne I.

David and Lisa handled my mother's accounts for many years. After her passing, I had no idea what where to begin except to call them. They held my hand every step of the way with sound advice. Their assistance in distributing donations to various charities and other tasks was none less than perfect. Not to mention the personal attention to me during this difficult time. Not only do I have great advisors but have made sweet friends.