Muirfield Wealth Advisors LLC

Updated today

Find your advisor

Client assets under management

$255,776,091

Clients

143

46% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,788,644

About

Muirfield Wealth Advisors serves individuals, high‑net‑worth clients, families, trusts, estates, and small businesses with discretionary wealth management and financial planning services. The firm reports roughly $256 million in assets under management across about 143 client relationships and provides portfolio construction, ongoing supervision, and retirement‑account advice.

The firm’s investment approach is goal‑driven and primarily long‑term, typically using ETFs, mutual funds, individual stocks and bonds and selecting lower‑cost share classes when custodial constraints allow; portfolios are customized for risk tolerance and may be rebalanced or adjusted for tax or cash needs. Muirfield Wealth acts as a fiduciary for retirement accounts, may recommend rollovers when appropriate, and sometimes implements short‑term trades or cash positions to meet client objectives.

Noteworthy features for a small, two‑advisor practice include a recent consolidation of ownership to a single principal and an institutional platform relationship that provides research, software and other non‑cash support — including startup reimbursements — which the firm discloses as a potential conflict in custodian recommendations. Advisors at the firm also maintain insurance licenses and may earn commissions for insurance sales, the firm occasionally uses unaffiliated independent managers, and it sometimes retains legacy positions or non‑institutional mutual fund share classes due to custodial or tax considerations.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Long-term care insurance

Fee options

Fixed

In certain circumstances, may charge fixed annual rate or fixed fee for services.

Percentage

up to 1.50% annually, tiered incremental fee schedule with rate reduced as assets increase

Other

Account minimum: $500,000, which may be reduced at sole discretion Fee-only: Wealth management fees based on assets under management; also may charge fixed annual or fixed fees in certain circumstances.

Main office location

Muirfield Wealth Advisors LLC

6101 Carnegie Blvd., Suite 550

Charlotte NC 28209, United States

Number of offices

Most active in

Georgia · North Carolina · South Carolina · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (704) 442-0047

Advisors at this firm

Joshua B

CFP®, Series 66

Charlotte, NC

Muirfield Wealth Advisors LLC

Joshua Bailey is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Muirfield Wealth Advisors LLC since 2021 and previously held roles at Carroll Financial Associates Inc., Cetera Advisor Networks LLC, and Axa Advisors, LLC. Bailey is also licensed as an insurance agent and sells life insurance, annuities, and long-term care products. Muirfield Wealth Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management and financial planning services. The firm employs a goal-driven, primarily long-term investment approach using ETFs, mutual funds, individual stocks, and bonds, with portfolios customized for risk tolerance and adjusted for tax or cash needs as appropriate.

Wealth management Long-term care insurance

Philip B

CFP®, Series 63, Series 65

Charlotte, NC

Muirfield Wealth Advisors LLC

Philip Bailey is a CFP® with 40 years of experience in financial services. He is currently with Muirfield Wealth Advisors LLC, where he has worked since 2021. His prior experience includes roles at Raymond James Financial and Bailey Retirement Partners. He is also licensed as an insurance agent and sells life insurance, annuities, and long-term care products as a secondary business activity. Muirfield Wealth Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management and financial planning services. The firm uses a goal-driven, primarily long-term investment approach with customized portfolios and acts as a fiduciary for retirement accounts.

Wealth management Long-term care insurance

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support