Graham Mull, AIF®, CFP®, MBA

Fee Only, Fiduciary, & Independent Financial Advisory Firm

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Foundation Wealth & Tax Advisors Graham Mull, AIF®, CFP®, MBA
Charlotte, NC

Serving Clients Nationwide

Fee Only, Fiduciary, & Independent Financial Advisory Firm

Areas of Focus

  • Employee Benefits
  • Estate Planning
  • Financial Life Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Taxes

About Graham Mull, AIF®, CFP®, MBA

Graham Mull is a CERTIFIED FINANCIAL PLANNER® and Accredited Investment Fiduciary® (AIF®) with over 18 years of experience in financial services.

Prior to joining Foundation Wealth & Tax Advisors, Graham was with Vanguard for over nine years, most recently working with institutional investors and qualified plans. Prior to working at Vanguard, Graham spent almost a decade in banking, working with both individual and business clients.

Graham has deep knowledge, expertise, and experience working with companies and their employees to maximize the value and benefit of their retirement plan and is passionate about partnering with businesses to navigate the complex world of ERISA and retirement plans; working with plan sponsor employers to improve plan investment options, employee communication and education, and streamline plan administration. Consider him your go-to 401(k) expert.

Additionally, as a CERTIFIED FINANCIAL PLANNER®, Graham works with individuals and families to create a customized financial plan to comprehensively address cash flow planning, investment allocations, insurance planning, tax planning, and transfers to their kin, next generation, and charitable interests.

Graham earned the AIF® Designation in 2025. Attainment of the AIF Designation demonstrates understanding of the Prudent Practices® and methodology.

Graham graduated from Arizona State University with a Master’s of Business Administration (MBA) and a Bachelor of Science in Marketing.

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • CERTIFIED FINANCIAL PLANNER ®
  • Master of Business Administration (MBA)

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors

Primary Location

15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277

Additional Locations

📍 839 Bestgate Road, Suite 400, Annapolis, MD 21401

📍 3161 Solomons Island Road, Unit 1, Edgewater, MD 21037

📍 1704 Main Street, Chester, MD 21619

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 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 Foundation Wealth & Tax Advisors

Foundation Wealth & Tax Advisors specializes in helping individuals, families, and small businesses develop sound financial strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Our Mission

Where most advisors and investment managers say "talk to your accountant" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice.

We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.

As sworn fiduciaries, we provide advice that is in the best interest of our clients and not just "suitable." We hold ourselves to that fiduciary standard at all times.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Our Vision

Our extensive tax expertise enables us to provide advanced tax planning as an integral part of comprehensive financial planning in a way that results in better solutions for you. This sets us apart from the majority of advisors who aren't able to effectively integrate tax and estate planning.

We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our Services

Our firm specializes in helping individuals develop sound financial strategies.

▪️ Financial Planning
▪️ Wealth Management
▪️ Tax Planning
▪️ Estate Planning
▪️ Insurance Planning
▪️ Company 401(k) Plans

Chat with Our Team

Click the 'Book Intro Call' button above and talk to one of our licensed professionals today to find out more about how our dedicated team can help you meet your financial goals with confidence.

Education

Arizona State University, W. P. Carey School of Business, MBA, Leadership; B.S., Marketing

Hobbies and Interests

  • Family

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Gen X
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.