# Uwharrie Investment Advisors, Inc.
Source: https://planprovider.pro/provider/uwharrie-investment-advisors-inc

> Uwharrie Investment Advisors, Inc. is a registered investment advisor affiliated with Uwharrie Bank that works with individuals and businesses on investment…

Retirement Plan Advisor

Albemarle, NC

## About Uwharrie Investment Advisors, Inc.

<p>Uwharrie Investment Advisors, Inc. is a registered investment advisor affiliated with Uwharrie Bank that works with individuals and businesses on investment management and retirement planning. The firm reports $0.3B in assets under management (2026).</p>

<p>Headquartered in Albemarle with an additional office in Asheboro, the team serves clients across the central North Carolina Piedmont, including the greater Charlotte and Triad regions. Its work includes building financial plans that address investment goals, risk management, and retirement timelines.</p>

<p>For employer-sponsored retirement plans, Uwharrie Investment Advisors provides 3(21) fiduciary services, supporting plan sponsors with ongoing investment advice while the sponsor retains final decision-making authority. The firm also offers managed account solutions and shares commentary on economic and market events to help clients stay informed.</p>

<p>What sets the firm apart is its connection to a community bank, which can be helpful for clients who prefer coordinated banking and advisory relationships under one umbrella.</p>

<ul>
<li>Registered investment advisor affiliated with Uwharrie Bank</li>
<li>Offices in Albemarle (HQ) and Asheboro, North Carolina</li>
<li>3(21) fiduciary support for retirement plan sponsors</li>
<li>Managed accounts and ongoing retirement planning</li>
<li>Market and economic updates for clients</li>
</ul>

Website: [https://www.uwharrie.com/wealth-management/advisory-services/](https://www.uwharrie.com/wealth-management/advisory-services/)

## Office Locations

- Albemarle, NC (Headquarters)

- Asheboro, NC

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $278.2M

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