About Brinkley Financial Group

Trust our family to strengthen the financial future of yours.

David Brinkley started Brinkley Financial Group in 1989 for two very distinct reasons. The first reason is because the experiences he’d had working in the financial management industry up until that time were not aligned with his values—they were focused on profit, rather than service. And the second reason is because, like you, he wanted to build a stronger future for his family.

What developed is a firm that takes a highly individualized and service-oriented approach to financial planning, asset management and investing for both personal and corporate clients. While some prefer to serve only those clients who are already financially established, we hold our doors open to clients of all ages, career stages and financial means. Like them, you can count on Brinkley Financial Group to:

  • Take a comprehensive, individualized approach. We look at your entire financial picture, listen to the dreams you have for your future, then tailor a strategy for you, rather than shoehorn you into a stock strategy.
  • Be accountable. As our client, you’ll meet with us for a couple of hours every year to take a thorough inventory of our performance and adjust your strategy to your evolving needs.
  • Deliver impeccable service. From helping you gain a better understanding of your money to tracking the performance of your investments on a daily basis, we’re very much focused on you. All of our full-time staff members are licensed professionals whose primary directive is to do right by you. And when you call, you talk to a live person.

Shared values create the most successful financial relationships.

One of the keys to providing extraordinary service is to have a connection with the people you serve. So the ideal Brinkley Financial Group client is someone who shares our family values of integrity, honesty, trust and service to the community.

We are deeply committed to not just serving our clients, but also to serving the community. The Brinkley family focuses their service on the needs of children worldwide, but primarily in the Charlotte and Kings Mountain, NC areas surrounding our headquarters. We are actively involved with our local churches, schools, sports teams and the YMCA creating better opportunities and experiences for youths at a critical time in their lives.

By working closely with a diverse cross section of our community, we stay connected to what matters most to you. We understand that it can be hard to reach out for help, especially with financial matters. And we know that, no matter what you do for a living or how much you earn, everyone has one thing in common—they want to do what’s best for those they love. Nothing brings us greater satisfaction than to help you do just that.

Contact us today to discuss your financial management needs and start the process. Financial Advisors with Brinkley Financial Group are licensed to serve customers in North Carolina, South Carolina, Georgia, Florida, Arkansas, California, Colorado, Illinois, Maryland, Michigan, Missouri, New Jersey, Ohio, Pennsylvania, Tennessee, Texas, Virginia and West Virginia.

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