Nathan Weir, CFP®, AIF®, RICP®, Financial Planner logo

Nathan Weir, CFP®, AIF®, RICP®, Financial Planner

Financial planner · Charlotte, NC

5.0 ★★★★★ 33 Google reviews · 10 photos
100%five-star reviews
0%reviews answered by the owner
Oct 2026latest review

Nathan Weir, CFP®, AIF®, RICP®, Financial Planner at a glance

Google reviewers rate Nathan Weir five stars based on thirty-three reviews, noting he has not responded to any client feedback. Clients describe services including retirement planning, insurance, and debt review, highlighting his ability to explain complex financial concepts clearly and his personalized approach to building investment strategies. Recurring themes include his responsiveness, thorough communication, and willingness to listen without rushing clients, with no common criticisms identified in the provided excerpts.

  • Google rating: 5.0 out of 5 from 33 reviews (100% five-star).
  • Reviews on this page: 33 Google reviews (32 with written comments).
  • Owner responses: the business replied to 0% of reviews.
  • Most recent review: October 21, 2026.
  • Service: Wealth Management Firm serving Charlotte, North Carolina.

Data from Google, last updated November 9, 2026.

Star ratings

33 Google reviews we collected

  • 5 stars33100%
  • 4 stars00%
  • 3 stars00%
  • 2 stars00%
  • 1 star00%

Praise vs complaints

Phrases our text analysis found in 32 written reviews

  • Praise7399%
  • Complaints11%

Topic share

How often each topic comes up in the written reviews

  • Would recommend1926%
  • Staff & attitude1520%
  • Honesty & trust1419%
  • Communication1115%
  • Quality & results1014%
  • Speed & response57%

What customers talk about

We read 32 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.

  • “They have taken care of the financial needs for our whole family, and I regularly recommend them to anyone looking for a Financial Plannee”
  • “I highly recommend Nathan to anyone looking for a knowledgeable, approachable, and trustworthy financial advisor!”
  • “He is always available when I have a question and genuinely makes the entire financial process so much easier.”
  • “If you're looking for a CFP who is trustworthy, knowledgeable, and easy to talk to, I highly recommend him!”
  • “Nathan takes the time to really listen, answers every question thoroughly, and never makes you feel rushed or overwhelmed.”
  • “He is incredibly responsive, detail-oriented, and genuinely cares about the people he works with.”

praise complaint · found by our text analysis, Google review wording unchanged.

Photos

Customer reviews

5.0 ★★★★★ 33 reviews on Google · rating breakdown

Reviews from Google, shown as published (original wording, unedited).

Jobs customers hired them for — from Google's service tags and the review text
Filter by topic — each topic is highlighted in the reviews in the same color
Andrew London1 reviewTotal number of Google reviews Andrew has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Nathan and his team have been fantastic. They have taken care of the financial needs for our whole family, and I regularly recommend them to anyone looking for a Financial Plannee

R N4 reviewsTotal number of Google reviews R has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Nathan Weir is an outstanding financial advisor! He makes discussing finances feel comfortable, straightforward, and easy to understand. Nathan takes the time to really listen, answers every question thoroughly, and never makes you feel rushed or overwhelmed. He is always available when I have a question and genuinely makes the entire financial process so much easier. I highly recommend Nathan to anyone looking for a knowledgeable, approachable, and trustworthy financial advisor!

  • Services: Financial plan, Retirement savings consulting, Investment advising, Wealth management
John StringfellowLocal Guide · 110 reviewsTotal number of Google reviews John has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Known Nathan for 6 years, and always been well advised, experienced, and great service. Looking for someone who knows the market and offers lots of investment opportunities? Give him a call!

  • Price assessment: Reasonable price
  • Services: Financial plan, Estate planning, Retirement savings consulting, Investment advising, Wealth management
Brianna Hurley4 reviewsTotal number of Google reviews Brianna has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

I've really enjoyed working with Nathan! He's incredibly knowledgeable, but what sets him apart is his ability to break down complex financial concepts into terms that actually make sense. He's also one of the most honest and ethical professionals I've worked with. I never feel pressured, and I always know his advice is coming from a place of genuinely wanting what's best for his clients. If you're looking for a CFP who is trustworthy, knowledgeable, and easy to talk to, I highly recommend him!

  • Services: Financial plan
Hugh Davison8 reviewsTotal number of Google reviews Hugh has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Bottom line - I highly recommend Nathan to assist in holistic financial planning and insurance services! Before working with Nathan, I had been delaying turning control of my family's finances over to a money manager, even a fiduciary. I had difficulty believing that someone else would care as much or do as well as I would. This left me missing opportunities and vulnerably under-insured. Now that Nathan has been in the driver's seat for about a year, I can report that I feel that my family's financial future is more secure than ever. I am getting much more out of my portfolio, since having a trusted team watching and reacting 24/7 is much better than I was doing on my own. We have a plan to erase some outstanding debt, which was a huge headache before. We finally matched our insurance coverage to what we need to protect our future. I recommend getting some peace of mind by offloading your financial needs to Nathan and his team. Nathan excels at: -On-boarding clients -Educating on insurance, investments, risk management, debt management, -Following up to ensure the plan still makes sense -Changing tactics based on life events -Keeping track of what his clients care most about

  • Services: Financial plan, Insurance purchase consulting, Retirement savings consulting, Wealth management
Sam Martin12 reviewsTotal number of Google reviews Sam has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Nathan is our financial advisor. He has helped us consolidate multiple retirement accounts into a focused retirement solution. We also helped us with life insurance. He is extremely knowledgeable and makes investments very approachable.

  • Price assessment: Reasonable price
  • Services: Financial plan, Insurance purchase consulting, Estate planning, Retirement savings consulting, Investment advising, Wealth management, Education savings consulting
Tom DavisLocal Guide · 25 reviewsTotal number of Google reviews Tom has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Although I wasn't looking to change from my existing Financial Advisor of 15 years, after meeting several times with Nathan and his firm, I had received so much good guidance and information, that I moved all of my retirement and life insurance to his firm. As a long term CPA, I didn't make this decision lightly, but I have found Nathan to be very knowledgeable and helpful and a true gentleman.

  • Price assessment: Great price
  • Services: Insurance purchase consulting, Retirement savings consulting, Investment advising, Wealth management
Rich LondonLocal Guide · 18 reviewsTotal number of Google reviews Rich has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Over the years I have had many different financial advisors. No one has ever given me the same level of personal and professional attention as Nathan and his company. All financial advisors look great when the market is doing well. Nathan and the team at Capital Financial Solutions have not only made my wife and I feel as if we were listened to, we were also presented with options we never knew existed which have been life savers during recent times of market distress.

  • Price assessment: Reasonable price
  • Services: Financial plan, Retirement savings consulting, Investment advising
Leonard Lewis4 reviewsTotal number of Google reviews Leonard has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

I can’t recommend Nathan Weir at Capitol Financial Solutions highly enough. He is incredibly responsive, detail-oriented, and genuinely cares about the people he works with. What sets Nathan apart is his approach—working with him feels less like dealing with a financial planner and more like getting guidance from a trusted friend or brother. He brings both honesty and clarity to every conversation, making the entire process feel comfortable and reassuring. If you’re looking for someone who combines professionalism with a truly personal touch, Nathan is outstanding.

  • Price assessment: Great price
  • Services: Financial plan, Insurance purchase consulting, Retirement savings consulting, Investment advising
Misty Smith2 reviewsTotal number of Google reviews Misty has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

I’ve had an excellent experience working with Nathan Weir for retirement planning, investments, and overall debt review. Nathan takes the time to explain everything clearly, answer questions thoroughly, and ensure I feel confident in each decision. His approach is thoughtful and personalized rather than one-size-fits-all, which I really value. He has provided practical guidance that has helped me better understand my financial picture and make informed choices for both short- and long-term goals. Nathan is also very responsive and professional, and I always feel supported knowing my finances are in capable hands. I highly recommend Nathan to anyone looking for knowledgeable, trustworthy financial advice.

  • Services: Financial plan, Retirement savings consulting, Investment advising, Wealth management

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