Your Guide In Life’s Financial Changes
You’ve got big goals, and we’re here to make sure your finances keep up. NoDa Wealth helps busy professionals create personalized plans that let you enjoy today without sacrificing tomorrow.
From automating your savings to optimizing your investments, we’ll help you make smarter money moves — all without the stress.
Financial Planning for Busy Professionals
At NoDa Wealth, we help busy professionals growing in their careers, getting married, and starting families. Our personalized approach makes managing your money simple and stress-free.
Tailored Advice for Busy Professionals
We create custom plans for busy professionals balancing career growth and family, so you live for today and stay on track for tomorrow.
Support for Entrepreneurs on the Move
We organize your finances and optimize tax strategies so you can focus on growing your business and delete your financial stress.
Complex Life Changes, Simplified
Whether you're starting a family or climbing the career ladder, we make the most of your wealth building years.
Evan Luongo, CFP®
With over 7 years of experience at Dimensional Fund Advisors, Evan Luongo CFP® knows a thing or two about navigating the complex world of finance.
As a Regional Director since 2022, he’s provided investment advice to hundreds of Financial Advisors. Now, as the founder of NoDa Wealth, Evan blends his industry expertise with a personal touch, offering tailored financial planning for busy professionals.
Whether you’re focused on career growth, planning for a family, or building your wealth, Evan is here to simplify your financial journey and help you thrive today and in the future.
Serving Busy Professionals Across America
At NoDa Wealth, we proudly call NoDa our home—it's where our brand was born—a neighborhood in Charlotte, North Carolina.
While we have deep ties to this vibrant neighborhood, our mission extends far beyond local borders. We serve clients across the U.S., offering personalized financial guidance that resonates with busy professionals.
Take the First Step - For Free
Feeling overwhelmed? Let’s simplify things! Schedule your Free Assessment for an easy, 20-minute chat to help you tackle life’s transitions.
Enjoy a hassle-free conversation that puts your needs front and center!
