who we are

About Forth Financial Group

Our Story

Forth Financial Group was founded in Charlotte to serve professionals, executives, and business owners whose financial lives had outgrown generic advice. Many high earners find themselves navigating stock compensation, business transitions, estate concerns, and tax exposure without a coordinated strategy. Our firm was built to provide disciplined, fiduciary guidance tailored to those complexities, not simplified templates. Today, with nearly 100 years of combined team experience, we continue helping families across Charlotte build plans designed for stability, clarity, and long-term direction.

Built on Experience, Focused on You

Our Team

Choosing an advisor often comes down to trust in the people behind the strategy. You want to know who will guide major financial decisions and whether they understand the complexity of high-income planning. Our advisory team brings decades of experience serving business owners, executives, and affluent families.

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Terry Treiber, CFP®

President

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Angelina “Nina” Hoag

Senior Client Service Associate

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partnerships

Our Association With Cambridge

All financial professionals must be associated with a broker-dealer and/or registered investment advisor (RIA) to conduct business and receive compensation. Our advisors have chosen Cambridge as our broker-dealer and RIA partner to support investment advice and client service.

Through Cambridge, we may work with clients in either a commissions-based relationship—where compensation is received on products purchased or sold—or a fee-based relationship, where clients pay a flat planning fee or an asset management fee based on assets under management. Because fee-based compensation is not tied to specific products, many clients value the transparency and alignment it can provide.

We exist to bring structure, clarity, and disciplined guidance to financial lives that demand more than basic planning.

01

Fiduciary Commitment

We operate under a fiduciary standard, meaning your interests come first in every recommendation. You gain confidence knowing advice is grounded in responsibility and long-term alignment. **This extends only to advisory business.

02

Relationship-First Approach

You are never “just another account.” We intentionally build lasting relationships so your financial strategy evolves alongside your life and business.

03

Clarity Over Complexity

Financial topics can feel overwhelming when filled with jargon. We translate complex strategies into straightforward guidance so you can make informed decisions without confusion.

04

Disciplined Planning

Markets shift and life changes, but structure matters. Our planning process emphasizes coordinated investment management, tax strategy, and retirement income design so decisions work together—not in isolation.

Trusted Across the Charlotte Community

Let’s Make Your Financial Direction Clear

You deserve guidance that matches the pace and complexity of your life. Our Charlotte advisory team is ready to bring structure, perspective, and steady oversight to your financial decisions. Schedule an introduction and meet the people who will help guide your next chapter.
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