1618 Advisors, Charlotte, NC
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1618 Advisors simplifies investing by making the tough decisions for you. Our approach seizes opportunities in robust markets and safeguards your assets when times are tough. Let's partner to build your future together.

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Financial Planning

We work closely with you to develop a personalized plan that evolves with your needs, guiding you through every stage of life. Our approach will help you gain clarity on your goals, navigate life's uncertainties, and build a secure financial future.

Investment Management

Our tactical strategies are built to help you capitalize on market opportunities while managing risk, aiming to drive growth and preserve wealth through all market conditions.

Estate Planning

We provide strategies to help minimize taxes and reduce legal complexities, protecting your assets for the future. With our guidance, you can ensure a smooth and efficient transfer of your wealth to the people you care about most.

Insurance

Insurance plays a vital role in safeguarding your assets and securing your financial future against life’s uncertainties. With the right coverage, you can protect what matters most, ensuring confidence and stability for you and your loved ones.

We answer key life questions:

  • • How much do I need to retire comfortably?
  • • Is my investment strategy on target?
  • • What should I do with retirement accounts from past employers?
  • • Do I need life insurance, and if so, what type?
  • • How much will my child's education cost, and how will I pay for it?
  • • When should I start Social Security benefits?

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eMoney

At 1618 Advisors LLC, we utilize eMoney Advisor, a cutting-edge financial planning platform that offers a comprehensive view of your financial life in one place. With real-time updates and secure access, you can track your progress toward your financial goals, monitor investments, and collaborate seamlessly with us. eMoney Advisor empowers you with the tools and insights needed to make informed decisions, helping you stay on course for a prosperous future.

Schwab Alliance

We partner with Charles Schwab through "Schwab Alliance" to provide a secure and streamlined experience for managing your investments. Schwab Alliance offers 24/7 online access to your accounts, enhanced with robust security features and convenient digital tools, ensuring transparency and ease in monitoring your portfolio. With Schwab Alliance, you gain confidence knowing your assets are held with a trusted custodian committed to your financial success.

About 1618 Advisors

Balancing opportunity and risk for optimal outcomes.

Mr. Preslar holds the Chartered Market Technician (CMT) designation, a credential that demonstrates advanced knowledge and expertise in technical analysis and the application of systematic strategies in financial markets. This philosophy inspired the name of his firm, 1618 Advisors LLC, referencing the 1.618 Fibonacci extension, which in technical analysis signifies the top of the trend, symbolizing the firm's commitment to optimizing market opportunities and managing risks effectively.

1618 Advisors LLC is committed to providing personalized financial advice with integrity and professionalism. Whether it is retirement planning, investment, or wealth management, Mr. Preslar is devoted to guiding clients through every step of the process.

Thank you for considering 1618 Advisors LLC for your financial planning needs.

Dan P
Dan Preslar, CMT
Managing Principal

Dan Preslar brings over twenty years of experience in financial planning. A native of North Carolina and a graduate of Appalachian State University, Mr. Preslar has dedicated his career to helping clients manage their financial affairs. Throughout his career, he has worked with a diverse range of clients, developing customized financial strategies to meet their unique needs and goals. His approach leverages systematic strategies and technical analysis, capitalizing on favorable market conditions and avoiding poor market environments.

info@1618advisors.com

704-885-2320


TAKE THE FIRST STEP TOWARDS SECURING YOUR FINANCIAL FUTURE. CONTACT US TODAY. At 1618 Advisors LLC, our clients are our top priority, and we’re dedicated to providing the personalized attention you deserve. We’re here to listen, understand your unique needs, and craft strategies that align with your goals. Your success is our mission, and we’re always here to support you, every step of the way.