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Accounting Firm

Dalton Financial LLC

Charlotte registered investment adviser offering independent portfolio management and financial planning

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About Dalton Financial LLC

Dalton Financial LLC is an independent investment advisory and financial planning firm in Charlotte, North Carolina. Its principal, Robert Dalton Higgins, is a CFP professional with four decades in finance, investing and planning, and the firm acts as a fiduciary, paid by its clients rather than through product sales.

Services

  • Investment management: disciplined, long-term portfolios built around each client's goals and appetite for risk.
  • Financial planning: planning that feeds into how a portfolio is put together.
  • Values-informed investing: shaping strategy around a client's values and temperament so it can be held through market swings.
  • Integrated advice: investment management and planning handled together by the same adviser.

Who it works with

A deliberately limited number of private investors, accepted by referral or personal acquaintance only.

Key facts

  • Based in: Charlotte, North Carolina, USA
  • Registration: North Carolina registered investment adviser
  • Principal: Robert Dalton Higgins, CFP
  • Experience: 40 years in finance, investing and financial planning

Profile written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

As of 2026-10-08. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
1986 (40 years) evidence sent

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