Broker Check

Who We Are

About Us
How Are We Different?

At Lighthouse Legacy Advisors, we believe wealth is a tool—designed to help you live the life you’ve always envisioned, while also building a lasting legacy for those who come after you. Our approach is rooted in stewardship, guiding you to make decisions that honor both your present desires and your future aspirations.

We help families manage and preserve their wealth, enabling you to enjoy the lifestyle you’ve worked for today, while also ensuring your resources serve future generations. With thoughtful planning and intentional strategies, we focus on creating a legacy that reflects integrity, responsibility, and a commitment to both the life you want now and the impact you wish to leave behind

Our Firm 
What We Believe In

We believe wealth is a tool—designed to help you live the life you’ve always envisioned, while also building a lasting legacy for those who come after you. Our approach is rooted in stewardship, guiding you to make decisions that honor both your present desires and your future aspirations. 

We help families manage and preserve their wealth, enabling you to enjoy the lifestyle you’ve worked for today, while also ensuring your resources serve future generations. With thoughtful planning and intentional strategies, we focus on creating a legacy that reflects integrity, responsibility, and a commitment to both the life you want now and the impact you wish to leave behind.


Learn More About Our Process

Who We Are 
Meet The Team

Charles Moore

Charles Moore

LPL Financial Advisor

Kensley Blalock

Kensley Blalock

LPL Registered Administrative Associate

Matthew Short

Matthew Short

LPL Financial Advisor

Why Choose Us 
Our Commitment To You

Our commitment to you goes beyond financial planning—it’s a partnership built on trust, understanding, and unwavering support. We take the time to truly listen to your goals, your dreams, and your unique vision for the future. Your financial journey is personal, and we’re here to walk alongside you every step of the way.

We are dedicated to creating strategies that not only meet your immediate needs but also align with your long-term aspirations. With integrity at the core of everything we do, we’ll work together to build, preserve and manage your wealth in a way that serves you, your family, and your future.

Your success is our mission, and we’re here to help you live the life you’ve envisioned, with the confidence knowing your legacy is in good hands.

Contact 
Let’s Talk About
Your Legacy


Charlotte Office
136 Gateway Blvd Suite C
Mooresville, NC 28117


connect@lighthouselegacyadvisors.com


704-301-8910

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