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Empowering lives through thoughtful financial guidance — for the milestones that define us and the moments that sustain us.

What We Do

Aiken Meyer Whatley Private Wealth Management Group of Wells Fargo Advisors is a premier private wealth advisory group dedicated to serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and companies. Built on a legacy of expertise and personalized service, our practice offers a boutique experience backed by institutional strength.

Aiken Meyer Whatley provides a comprehensive suite of services, including:

  • Investment Management and Portfolio Construction
  • Access to Banking and Lending Solutions through Wells Fargo affiliates
  • Retirement and Estate Planning Strategies
  • Insurance Strategies
  • Trust and Fiduciary Services
  • Family Governance, Legacy Planning, and Philanthropic Advisory
 
With a deep understanding of the complexities that come with significant wealth, our group takes a multidisciplinary approach to help clients preserve, grow, and transfer their wealth across generations. Aiken Meyer Whatley is distinguished by its commitment to crafting bespoke strategies, fostering long-term relationships, and delivering exceptional service with integrity and care.

Leveraging the deep resources of Wells Fargo Advisors - including access to leading research analysts and market experts - the team delivers informed, strategic advice designed to help clients pursue long-term financial goals. Aiken Meyer Whatley is known for its collaborative, client-first approach, and has earned recognition such as being ranked as one of the 2025 Forbes Best-in-State Wealth Management Teams for North Carolina – West.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

Our Services

Wells Fargo Advisors is one of the nation’s largest full-service retail investment companies and a non-bank affiliate of Wells Fargo & Company. In contrast to many other firms in the industry, we focus on supporting the client-advisor relationship rather than the client-firm relationship. We believe this philosophy clearly sets us apart from our peers.