Michael Black
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MB Wealth Advisors
Michael Black
Huntersville, NC
Serving Clients Nationwide
We offer objective advice in our effort to do what’s right for you, the client.
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Education Funding
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Michael Black
Hi, I'm Michael Black. As an independent advisor with over 25 years in the financial services industry, my passion is helping clients build, protect, and transfer wealth in ways that align with their goals and values. I believe in clear, candid guidance and always putting the client’s interests first.Under my leadership at MB Wealth Advisors, I work directly with families, business owners, and individuals to design tailored strategies, manage complexity, and help them feel confident in their financial future.
Core Capabilities & Services
❖ Wealth Management & Investment Strategy
I build portfolios tailored to each client’s goals, using disciplined asset allocation and active oversight. Strategies focus on balancing risk and return, adapting to life stages, and preserving wealth across market cycles.
❖ Retirement Planning & Income Strategy
I create retirement income plans that are sustainable, tax-efficient, and flexible. Each strategy blends investments, Social Security timing, and withdrawal sequencing to generate dependable income. My goal is to help clients retire confidently, maintaining lifestyle and peace of mind throughout every stage of retirement.
❖ Estate & Legacy Planning
I help clients organize and transfer wealth effectively. Strategies include trusts, gifting, and tax-efficient asset transfers. The focus: preserving family values and ensuring financial continuity for future generations while minimizing complexity and estate costs.
❖ Tax-Aware Planning
I design tax-efficient strategies to enhance after-tax returns across investments and retirement income. By coordinating with accountants, I integrate asset location, capital gains planning, and tax-loss harvesting to help clients keep more of what they earn while supporting long-term growth goals.
❖ Insurance & Risk Management
I evaluate life, disability, and long-term care coverage to protect income, family, and assets—supporting long-term wealth objectives and stability through life’s uncertainties.
❖ Cash Flow & Budget Modeling
I model income, expenses, and savings to guide financial decisions—whether planning for retirement, business transitions, or lifestyle changes—maintaining discipline and flexibility.
❖ Ongoing Review & Adjustment
Plans evolve. I provide structured reviews and rebalancing to keep strategies aligned with changing markets and life goals, ensuring clarity and accountability over time.
I’m driven by the relationships I build with clients—treating each as my only client. Success looks different for everyone; my role is to help define it and build the roadmap to achieve it.
Affiliations
- BBB Accredited Business
Primary Location
8936 Northpointe Executive Park Drive, Suites 240/260, Huntersville, NC 28078
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About MB Wealth Advisors
At MB Wealth Advisors, we understand how complex and confusing it can be to prepare for retirement. Whether you’re new to the workforce or an accomplished professional, we impart years of expertise and insight to create a plan designed around your unique goals and resources.Based in Huntersville, NC, MB Wealth Advisors proudly serves as a trusted financial and retirement planning partner for individuals and families in the local community. We cherish the relationships and trust built through our in-person consultations, allowing us to understand and cater to your unique financial objectives personally.
Our commitment to personalized financial guidance is not confined to our local vicinity. We are honored to serve a broad range of clients across the nation, offering the same level of expertise and individualized service that our local clients have come to value.
When you contact MB Wealth Advisors, you can rest assured that a dedicated member of our team will be on hand to assist you. We pride ourselves on our direct, human-centric approach to communication. With us, you won’t encounter automated responses, long hold times, or unnecessary transfers. Your financial security is our priority, and that begins with clear, accessible conversation.
Who We Are
As our clients will agree, MB Wealth Advisors is a different type of retirement planning firm. We treat every client as if they were our only client, working with diligence, compassion, and expertise to help you achieve your financial goals.
As a fiduciary, we are committed to providing unbiased advice and strategies tailored to your best interest—ensuring that every recommendation we make is designed solely for your financial success.
Learn more about what makes us a financial planner you can have confidence in, meet our firm’s principal and founder, and discover the high levels of service and professionalism that set us apart from so many within the financial planning industry.
Get in touch with MB Wealth Advisors today to explore our full offering of financial and retirement planning services, and discover what makes us a partner you can trust when it comes to your future’s financial security.
Hobbies and Interests
- Baseball
- Beach
- Cars
- Church
- Exercising
- Family
- Motorcycling
- Wine
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Real Estate Agents
- Sales Professionals
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 22, 2025
For almost 25 years, Mike has been a trusted partner in helping me navigate every stage of financial life with confidence and clarity. From long-term planning and investment strategy to timely, personalized guidance through market changes, his expertise has been invaluable.
What stands out most is his availability, integrity, knowledge, and genuine commitment to his clients' financial success. He takes the time to understand my financial needs and goals. His communications are always clear, thoughtful, and grounded in sound judgment.
After more than two decades of this trusted relationship, I can confidently say that my financial security and peace of mind are direct results of Mike's exceptional guidance. I wholeheartedly recommend his services to anyone seeking an experienced, ethical, and client-focused advisor who genuinely cares about helping people achieve their financial goals.
Relationship to Financial Advisor: Client as of Oct 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 28, 2025
MB Wealth Advisors is an exceptional financial advisor who combines deep industry experience with a genuinely client-focused approach. They are personable and patient, making complex financial matters easy to understand. A key differentiator is their advisory method; you will receive expert, well-reasoned recommendations without ever feeling like you are being subjected to a sales pitch. Their seasoned expertise is a significant asset, and I confidently recommend their services to anyone seeking a trustworthy and knowledgeable advisor.
Relationship to Financial Advisor: Client as of Aug 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 9, 2025
Michael is top notch. I switched to Michael after not being satisfied with my past financial advisor. Michael is very proactive, works to ensure I understand everything and am comfortable with all that we are doing. I highly recommend Michael to anyone who is needing a financial advisor. You will be very glad you chose him!!
Relationship to Financial Advisor: Client as of Jul 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 25, 2025
I recently met with Michael Black and was very impressed with his patience in helping
To explain how to invest for my future in today’s questionable market. He was also extremely helpful in helping me transfer my 401 funds from Vanguard. .
Relationship to Financial Advisor: Client as of May 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 22, 2025
Ive known and done bussiness with Mike Black for more than 2 decades. He has never done anything but make me money. He listens, he knows my family, and over the years we have become friends. Even tho we have never met.
I have been very blessed indeed to be his client.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 23, 2025
I begin working with Michael Black this year and have been impressed with his knowledge and enthusiasm in helping me plan for the future. He listens to my questions and concerns, and provides me with the best solutions and feedback. I am grateful for his hard work, and the confidence of knowing I can call him anytime I have a question and will receive the best service. I look forwards to continue working with him for many years to come. I would recommend him to my family and friends.
Relationship to Financial Advisor: Client as of Mar 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 9, 2025
I have had the privilege of using Michael Black's services since 2022. He has always provided me with sound advice concerning my investments. He is readily available to answer any questions or concerns I may have regarding my investments. I really appreciate his tireless efforts to keep his clients happy!
Relationship to Financial Advisor: Client as of Jan 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 8, 2025
Mike Black is as kind as he is knowledgable. He made sure my wife and I understood exactly what we were doing with our money and helped us make informed decisions. I look forward to working with him for many years to come.
Relationship to Financial Advisor: Client as of Jan 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 27, 2024
Mike has been our advisor for several years. He does a great job of handling issues and communicating clearly. I’m grateful for his help and guidance.
Relationship to Financial Advisor: Client as of Dec 27, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 16, 2024
Mike Black has been our financial advisor for many years. He has always proactively looked out for our best interests. He communicates on a regular basis and provides the pros, cons, and examples for any given situation or request. He efficiently and promptly handles all our requests and paperwork. We highly recommend him.
Relationship to Financial Advisor: Client as of Dec 16, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 23, 2024
I am so grateful for Mike. Life is busy, and constantly changing. Mike has been through it all with me. He is honest, extremely knowledgeable, stays in touch, keeps it simple, and above all he is trustworthy. Actually Mike is like a member of my family, like family we would have over for dinner, not family you try to avoid. That family member would be like the large institutions. Large companies are not genuine. After a discussion with MB I always feel awesome because I know were in this together, and If I have any questions or concerns I don't have to jump through hoops to have them addressed. Thank you Mike for your hard work and dedication to me, and my families future. 6 stars. Derek
Relationship to Financial Advisor: Client as of Nov 23, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 18, 2024
Mike has been an excellent advisor. He helped organize and coordinate my mom's estate and financial planning. He is easy to reach, responsive, knowledgeable and friendly. A real pleasure to work with!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 10, 2024
I have been working with Micheal Black for 8 years since my husband passed away and he answers all my questions, and if I need advice on something financially he gives me the answers
Relationship to Financial Advisor: Client as of Nov 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 10, 2024
As we were searching for a trustworthy advisor to help with an elderly family members assets, Micheal Black came highly recommended.
After our meeting and consultation, Micheal confirmed our concerns of some not so appropriate investments in the portfolio in question. In a short order, Micheal afforded us all the time we needed from him and helped us navigate to a much more suitable, comfortable and satisfying investment strategy.
He took the reins, did all the heavy lifting, and relieved us of our concerns and worry.
Thank you, Thank you, THANK YOU!
Relationship to Financial Advisor: Client as of Nov 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 6, 2024
Mike is a trustworthy professional who stays on top of it! He checks in on a regular basis to ensure you are meeting all your goals/needs. Highly recommended for all of your retirement planning.
Relationship to Financial Advisor: Client as of Nov 6, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 31, 2024
We have been working with Mike for several years now. He is extremely knowledgeable, personable, and always willing to answer all of our questions. You can tell he has his clients best interests at heart.
Relationship to Financial Advisor: Client as of Oct 31, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 30, 2024
Making Money!!
Relationship to Financial Advisor: Client as of Oct 30, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 30, 2024
We have been with Mike Black as our financial advisor for over 20 years. His advice has increased our retirement income. He is always available to discuss any concerns or questions. We trust Mike completely.
Relationship to Financial Advisor: Client as of Oct 30, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 29, 2024
Mike Black at MB Wealth Advisors is wonderful to-talk to. He knows A LOTabout IRA’s. He is very patient and answers all my questions; even if I have repeat questions!
I highly recommend giving Mike Black a call (you’ll know what I mean).
R. Ruckert
Relationship to Financial Advisor: Client as of Oct 29, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 28, 2024
Mike is great to work with. I've been working with him since losing a loved one and he was nothing but professional and straight forward through the entire complex process. He's very thorough, patient, and good with follow up/reminders as needed. Would recommend him for investment management at any level you might be looking for.
Relationship to Financial Advisor: Client as of Oct 28, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 28, 2024
I have been with Mike Black for about 15 years. When he started MB Wealth Advisors, I went with him. He's a great advisor and has handled my money like it was his own. He is personable, honest and knowledgeable. So glad I found him.
Relationship to Financial Advisor: Client as of Oct 28, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 27, 2024
Mike has been very helpful and has even educated me on a number of issues. He is easy to talk with and readily answers any questions. Thanks Mike
Relationship to Financial Advisor: Client as of Oct 27, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 27, 2024
Great financial advisor and individual. I have and will continue to refer friends to him.
Relationship to Financial Advisor: Client as of Oct 27, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 23, 2024
Mike Black has been great to work with. I have been working with Mike for over 10 years. He is very knowledgeable about the market and has always kept his clients best interest as a priority. He has never given any bad advise and always helps me when I have questions.
I would recommend Mike Black to anyone.
Relationship to Financial Advisor: Client as of Oct 23, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 22, 2024
I’ve been working with Mike as my financial supervisor for my IRA account, and I couldn’t be more impressed with his professionalism and dedication. He consistently demonstrates full responsibility in managing my investments, always keeping my financial goals in mind. Mike is excellent at explaining complex financial concepts in a way that’s easy to understand, which has greatly increased my confidence in the process. His attention to detail and commitment to ensuring my portfolio is on track have been invaluable. I highly recommend Mike to anyone looking for a reliable and knowledgeable financial supervisor!
Relationship to Financial Advisor: Client as of Oct 22, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 22, 2024
Mike has been my Financial Advisor/Teacher for 5 years. He was Very patient with me as I was learning how all of this works. He moved an IRA from a previous company for me and we are in a good place at this point.
He responds when I reach out for questions and his calm demeanor helps me stay realistic about the Market.
Relationship to Financial Advisor: Client as of Oct 22, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 22, 2024
Very helpful and very professional. Transition to a new account was very easy.
Relationship to Financial Advisor: Client as of Oct 22, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 21, 2024
Relationship to Financial Advisor: Client as of Oct 21, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 20, 2024
Mike has been helping me with my financial needs for several years now and I'm very satisfied with his direction. He is always available to answer any questions I may have and immediately respond to any requests I may have. I have recommended him to family members and will definitely recommend him to anyone needing help.
Relationship to Financial Advisor: Client as of Oct 20, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 18, 2024
I’ve worked with Mike for a number of years. He’s always been very honest and upfront. He knows I’m not an aggressive investor and he has always respected that. Mike also contacts me just to check in, give updates or advice on changing any investments.
Relationship to Financial Advisor: Client as of Oct 18, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 17, 2024
Mike is absolutely fantastic and I could not recommend him enough!! He is attentive, offers clear communication, and above all, truly prioritizes your goals.
Relationship to Financial Advisor: Client as of Oct 17, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 18, 2024
Always keeps me in the loop and updated. Really cares about his clients! I highly recommend
Relationship to Financial Advisor: Client as of Sep 18, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 9, 2024
Nothing but a positive experience. Respectfully will take his time explaining every detail and will provide honest feedback. Highly recommend!
Relationship to Financial Advisor: Client as of Sep 9, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 15, 2024
Relationship to Financial Advisor: Client as of Aug 15, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 15, 2024
Mike is concerned with your overall financial wellbeing. He is more of partner in retirement savings than just a financial advisor. He encourages you to put money in the 401K plan, which is no benefit to him, and he will remind you that the company match is the greatest return on your investment. He is in constant contact with his clients on their financial success and future. He truly does what is best for his client.
Relationship to Financial Advisor: Client as of Aug 15, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 13, 2024
Mikhal always helpful with anything and anytime.Working with Mikhal long time. He always available for any help or advice. Always recommend him to my friends and colleagues. Hank you Mikhal for everything you do.
Relationship to Financial Advisor: Client as of Aug 13, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 7, 2024
I have been with MB Wealth Advisors (Mike Black) for almost 10 years and would recommend his financial planning services to anyone. Mike has helped guide me through different life events (job changes, loss of a parent, sales/purchase of real estate) and has been able to discuss and help me stay on a steady financial path. I know if I get into a financial crunch for any reason, I can reach out and discuss my options and best plan of action. Life is busy and we never seem to have enough time, however, having had Mike in my corner, I am confident and comfortable with my finances, my future and my retirement. His experience and expertise are second to none. If you are looking for a financial planner and someone to help organize all of your assets and discuss your best financial plan for the future, call Mike. He has never steered me wrong, and I promise, he won't steer you wrong!
Relationship to Financial Advisor: Client as of Aug 7, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 30, 2024
Mike has been my financial advisor for several years. He makes suggestions on the best way to invest my money but ultimately leaves the decision up to me. He has helped me with converting money from my company 401K and stock accounts to my IRA when I retired and continues to work with me on the best way to manage my retirement income. On a personal level, he is always polite, easy to talk to, and has a good sense of humor.
Relationship to Financial Advisor: Client as of Jul 30, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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