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KNOWLEDGE AND EXCELLENCE

Dedicated to Your Financial Future

Offering Investment Management and Planning 

For Purpose-Driven Individuals

In 1999 William G. Baynard, Jr. and Don E. Olmstead founded Novare Capital Management as a client-focused firm, backed by a team of caring and experienced individuals. They recognized a growing need for professional investment management and, with a sound philosophy, began developing strategies to meet the needs of individual investors.

Today, Novare is comprised of a team of 18 dynamic professionals who are passionate about building relationships and addressing the details of your needs while guiding you towards a successful financial future.

Novare Capital Seeks to Provide:

A Meaningful Partnership Charlotte, NC Novare Capital Management

A Meaningful Partnership

As we build our relationship with you, we look forward to meeting with your other professionals including CPA, estate planning attorney and insurance professional. Our goal is to work with you to develop a plan that addresses your entire financial picture.

Client Satisfaction Charlotte, NC Novare Capital Management

Client Satisfaction

You will always have direct access to our firm at any given time. Each Relationship Manager acts as a primary advisor for a limited number of relationships, which means we respond promptly to your inquiries and provide timely reports as well as online access to your accounts.

Personalization Charlotte, NC Novare Capital Management

Personalization

Each portfolio is distinct and addresses your individual financial goals and objectives. With a disciplined approach to investment management, we focus on quality investments and emphasize risk management and diversification through asset allocation. 

Confidentiality Charlotte, NC Novare Capital Management

Confidentiality

By working with a small and personal firm, you can depend on receiving advice in an atmosphere of privacy and confidentiality.

Tax-Efficiency Charlotte, NC Novare Capital Management

Tax-Efficiency

As an integral part of wealth preservation and growth, tax-efficiency is something we focus on in order to enhance your financial well-being in the long run.


Novare Capital's History



Bill Baynard and Don Olmstead Charlotte, NC Novare Capital Management

1999

Bill Baynard and Don Olmstead founded Novare Capital Management




2000

Novare opened its first office in Carillon Tower




2002

Novare moves into new office in BB&T Center



Linda Walden Charlotte, NC Novare Capital Management

2004

Future Partner Linda Walden joins Novare



Anne McPhail Charlotte, NC Novare Capital Management

2005

Future Partner Anne McPhail joins Novare



Todd Patton Charlotte, NC Novare Capital Management

2007

Future Partner Todd Patton joins Novare


Whit Wilks Charlotte, NC Novare Capital Management

2009

Future Partner Whit Wilks joins Novare


Novare moves into current office at Morehead Place




March 31, 2013

 Novare manages $548 million in AUM



Bill Staton Charlotte, NC Novare Capital Management

October 1, 2017

Novare acquires Staton Financial and Bill Staton joins Novare as a Partner




December 31, 2017

 Novare manages $1.04 billion in AUM



Office Expansion Morehead Place Charlotte, NC Novare Capital Management

2019

Office expansion at Morehead Place completed and Staton Financial colleagues consolidate from South Park office


Novare named on Financial Times 300 list of top RIAs for 6th consecutive year (every year the distinction has been awarded)



Celebrates 20th Anniversary Charlotte, NC Novare Capital Management

2020

Novare celebrates 20th anniversary with 16 employees and manages $1.13 billion in AUM

Understanding Your Goals

With client-focused values, we'll define your needs, goals and risk profile as we implement strategies with you in mind. 

Learn About Our Services