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Meet With Us

Boner Team

4521 Sharon Road, Suite 400

Charlotte,

NC

28211

boner-info@wealthenhancement.com

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Meet with us

About the Boner Team

Financial advisors meet clients at different stages of their lives. From planning for their family’s future and their retirement, to investing wisely following an unexpected windfall, or taking control of finances following a divorce, we pride ourselves on being trustworthy, genuine, and kind. We are good listeners and can help with what may feel like overwhelming decisions in a supportive and empathetic manner. We ensure that our clients feel empowered to take control of their finances, savings, and retirement needs, and we enjoy being a partner of our clients’ financial lives and their family’s legacy.

Advisory Team

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Brett Boner

CDFA®

Senior Vice President, Financial Advisor

Charlotte, NC

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Chris Rogers

Associate Financial Advisor

Charlotte, NC

Christine Neese

Associate Financial Advisor

Charlotte, NC

Client Service Team

Christine Neese

Associate Financial Advisor

Charlotte, NC

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Yesenia Uribe

Senior Client Service Associate

Charlotte, NC

Claire McMillan

Senior Client Service Associate

Resources from our team

Newsroom

MarketWatch: Brett Boner Featured in "4 Things to Consider Before Getting Divorced in Your 50s, 60s or Beyond"

Brett Boner, CDFA®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by MarketWatch in “4 Things to Consider Before Getting Divorced in Your 50s, 60s or Beyond.” “Social Security is a big thing to consider, not only in retirement, but in divorce,” said Brett Boner, a financial adviser at Wealth Enhancement Group.
Brett Boner CDFA®

Team locations

Charlotte, NC
4521 Sharon Road, Suite 400, Charlotte, North Carolina, 28211
(704) 553-8006
details

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.