Robert Higgins

Fee Only Investment Management, CFP(tm) Financial and Retirement Planning, Wealth Management

Financial Adviser at Dalton Financial LLC in Charlotte, NC


Dalton Financial LLC is a Charlotte based fee-only independent financial planning and investment management firm. Robert Higgins is a fee-only investment manager and CFP® professional. We offer client-centered wealth management services to affluent individuals who want to delegate some responsibility for managing and supervising their personal financial assets. Our expertise, experience, innovative thinking and collaboration are what you expect from a fiduciary advisor. We want to earn the right to be the trusted advisor. We listen carefully to understand your values and who and what matters to you. Together, we then map the path ahead. Collaboration with our clients’ other professionals often results in a new set of priorities. At a minimum, you can expect a new sense of control and peace of mind.

910 Greentree Drive in Charlotte, NC 28211
Year started: 1994


Peer Endorsements

Best Answers

Asked by Ashley Soto
Answered by Robert Higgins
Financial Adviser in Charlotte, NC
This is a very broad question. Perhaps your perception is true for some industries and not others? The single greatest variable will be expected earnings growth. Pe...
Asked by Daniel
Answered by Robert Higgins
Financial Adviser in Charlotte, NC
If they have earned income, they can open a Roth IRA and contribute up to 100% of their earned income up to $5,500, assuming a single filing status. They are presumab...
Asked by niklecce123
Answered by Katrina Lessard
Financial Adviser in Scottsdale, AZ
Special rules commonly referred to as the "kiddie tax" rules apply when a child has unearned income (for example, investment income). Children subject to the kiddie ta...


  • Business Planning
  • Equities
  • Estate Planning
  • Life Insurance
  • Retirement Planning



Series 6
Series 63
Series 65
Series 7


Institute of Management Accountants
Financial Planning Association


Certified Financial Planner Certificant (CFP ®)
Certified Management Accountant (CMA)
Chartered Financial Consultant (ChFC)



Finance Committee Member
Investment Committee Member


The University of North Carolina at Chapel Hill
Wake Forest University