“Don't let life's journey discourage you; everyone who got where he is had to begin where he was."  - Richard L. Evans


About Us

Wyndham Financial Services (WFS) is a consulting and financial services firm that serves the finance and management needs of individual, small business, and corporate clients throughout the US and Internationally. Headquartered in Charlotte, NC, we are the go-to resource for personal finance or business management related services. Learn more...


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Clients Served

GOAL ORIENTED INDIVIDUALS & FAMILIES needing help making the right financial decisions by establishing a financial strategy and using the WFS team to act as trusted financial advocates to ensure their interests are protected.  Learn more...

INEXPERIENCED or OVERWHELMED BUSINESS OWNERS who need guidance with identifying personal finance and business resources that will either shorten the "business start-up" learning curve or allow them to focus on working "in their business and not on their business." Learn more...

ESTABLISHED BUSINESSES who want to increase their profitability and operational efficiency through growth strategy design and process improvements. We also assist in designing and executing exit strategies and succession plans to allow owners to embark on the next phases of their lives. Learn more... 

INVESTORS & REAL ESTATE DEVELOPERS who either seek to take advantage of alternative investment opportunities or require assistance utilizing non-conventional funding solutions for their projects.  Learn more...