About Us

At Southern Charter, we recognize that along with financial success come increased responsibilities and planning requirements. Our mission is to provide you with a complete wealth service to meet these needs and to put you in control of your financial affairs.

Southern Charter provides personal and high-tech services tailored to make your financial life easier. As your financial needs and goals change over time, we offer a spectrum of services to accommodate these changes. We can demonstrate the short-and long-term benefits of smarter tax strategies and improved investment decisions. We can also show you how to securely transfer money to loved ones, establish a trust or simply help you manage your finances on a daily basis.

We have brought together an expert management, investment and Client Services Team that provide you with innovative solutions and services.

We are with you for the long haul!

Mark Thompson
Founder and CEO Southern Charter

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