About Us
Our History
Rooted in Charlotte, Built Around You
William G. Baynard, Jr. and Don E. Olmstead founded Novare Capital Management more than 25 years ago as an independent wealth management firm, recognizing a growing need for professional financial guidance among individual investors.
Today, we’re a team of more than 20 professionals who span generations. By pairing senior advisors with parents and next-generation advisors with their children, we ensure every member of your family has an advisor who understands where they are in life and what they need from the relationship.
Meet the Team
Novare is Latin for “to innovate and make new.” More than a name, it reflects a principle that guides how we think, advise, and serve clients across every stage of life.
How We Work with You
We Know Your Whole Picture
As we build our relationship with you, we engage with your broader advisory team, including your CPA, estate-planning attorney, and insurance professionals. We coordinate closely with them to ensure your plan reflects every dimension of your financial picture.
You Work with Advisors Who Know You Well
Each Wealth Advisor serves a limited number of clients, so you always have direct access to the people who know your situation best. This approach means prompt responses and timely reporting you can count on.
Your Portfolio Is Built for You
Each portfolio is constructed to reflect your specific goals, values, and financial complexity. We apply a disciplined investment process focused on quality, diversification, and managing risk over time.
Tax Efficiency Is Built In
We incorporate tax considerations into investment decisions, with a focus on managing tax impact over time.
