Charla McIntyre-Fields named to Barron's Top 100 Women Financial Advisors, 2021

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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Our team strives to provide an elevated standard of care to individuals, families, and businesses both locally and around the country. Our mission is to become clients' most trusted partner by leveraging our experience, expertise, and passion for making a difference to help them live more meaningful and impactful financial lives. Our commitment to this mission is defined by three core principles:

  • Collaborative Approach
  • Personalized Advice
  • Lasting Relationships

Together, we can help you meet your financial future with more confidence.

Honored to be recognized in Barron’s

We’re excited to announce that Barron’s named Charla McIntyre-Fields one of their Top 100 Women Financial Advisors for 2021, a list that spotlights top advisors across the U.S. We’re proud to work alongside Charla to help our clients achieve their financial goals. All of us at Fields Wealth Management would like to thank our clients for their trust, which made this recognition possible

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)