Financial planner helps newlyweds happily merge finances

Financial planner helps newlyweds happily merge finances

Brandt & Associates | Alexandria, Va.

Leigh Foley trusted Brandt to merge her and her new husband's finances.

"We just got married and needed a financial planner to help us sort out everything," Foley says. "I'd rate hiring Mitch [Brandt] in the top five life decisions I've ever made. He's intelligent, knowledgeable, practical and accessible. In about an hour, he managed to allay every fear we had about our financial plans."

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Despite being in a banking hub, Charlotte residents may need money guidance from a financial advisor to plan for retirement, investment, insurance and children.

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