Your future deserves a custom blueprint.
Based in Charlotte, NC, Drew brings technical insight but also a calm, confident and even humorous nature and style to every conversation. Because financial planning doesn’t have to be cold—it just has to be solid.
What working with Carolina Portfolio Architects looks like:
01
Blueprint Session
I dive into your goals, existing assets and strategies, and risk comfort to draft an initial framework.
02
Design & Draft
I translate that framework into concrete recommendations that I believe gives the best path to success.
03
Build & Monitor
Once you sign off, I implement your plan and stay in close touch—adjusting or reinforcing those pillars as markets shift and your life evolves.
Our Core Promises:
No Quotas
Product follows plan, never partner agendas.
Financial Literacy Over Persuasion
You’ll understand every suggested strategy.
Confident Planning
We don’t use fear-based sales tactics.
Relationships and Connections before the starting the Engine
If I’m not a fit, we’ll do our absolute best to make introductions to another professional if you’d like.
Meet the Founder, Drew McDermitt
Your concerns come first
Drew’s specialty is turning fragmented, product heavy portfolios into cohesive strategies designed to deliver reliable income, disciplined growth, and tax efficiency, so you can stay confident no matter how markets shift. Across dozens of client households, he has helped transition disjointed holdings into purpose driven plans and built a multi carrier platform that opens a far wider toolbox than any single company’s shelf.
Why he does it
After more than a decade working closely with dozens upon dozens of planning firms of all sizes, Drew developed a sharp intuition for what makes a financial practice thrive. He’s seen the wins and the setbacks, the scalable strategies and the cracks that cause plans to fail. Carolina Portfolio Architects was born from that experience — a belief that individualized, human-first planning can succeed without product agendas. Intentional, relational, and strategic, Drew measures success by the confidence clients feel when their finances align with what matters most.
How he does it
Drew approaches every engagement with three priorities: clarity, independence, and understanding. A Behavioral Financial Advisor designee holding Series 7, 63, 65, and 26 registrations, he blends technical skill with insights into how real humans react to money stress. That means your plan addresses both the numbers and the emotions that drive them. No carrier quotas, no fear based pitches, just a collaborative design process grounded in real data and plain spoken explanations.
Life beyond spreadsheets
When he isn’t mapping portfolios, you’ll find Drew hiking Carolina mountain trails with his dogs, exploring history, faith, and philosophy, or chasing new adventures with his young son, Caleb. The occasional dad joke sneaks into meetings, proof that planning can be both rigorous and relaxed.
Ready to reinforce your future?
Whether you’re optimizing what you’ve built or starting fresh with smarter strategies, your next move deserves a plan as intentional as you are. Let’s make sure your retirement can weather the storm — and thrive beyond it.
No pressure. No cost. Just real insights, tailored to you.
