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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Belmont Capital Advisors

Name: Belmont Capital Advisors
Address: 123 N. Main Street, Belmont, NC, 28012, US
Telephone: +17048251560
Price range: $

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Belmont Capital Advisors

Our Financial Advisors share the values that have built Belmont Capital Advisors. They appreciate that our name is not merely a brand. Let us help you decide.

Bottom line - Do you know what you need to live when you retire? Do you know how to get there? At Belmont Capital Advisors we work hard to ensure our clients enjoy their days and sleep well at night without giving a thought to financial worry. We accomplish this by working hand-in-hand, with our clients, to construct a solid foundation that is in alignment with the life our clients intend to live.

We have a deep understanding of all relevant forms of financial instruments including insurance, mutual funds, annuities, stocks, bonds, cash equivalents, and alternative investments. However, we view these things as merely tools to be deployed for a higher purpose and not an end unto themselves. We believe that retirement should be the most light hearted and carefree time of life, spent with family and not worrying about the safety of life savings. Securities offered through Dempsey Lord Smith, LLC Member FINRA: https://www.finra.org/ #/ /SIPC: https://www.sipc.org/

Advisor services offered through Dempsey Lord Smith, LLC

Check the background of this firm on FINRA’s BrokerCheck. https://brokercheck.finra.org/

06/21/2026

Wishing a Happy Father’s Day to all the fathers and father figures in our community. We hope today is filled with gratitude, family, and meaningful moments.

06/19/2026

Inflation is showing up everywhere — groceries, streaming, and more. If you’re worried about what that means for your retirement savings, you’re not alone. Let’s talk through inflation‑resistant strategies to help your plan keep its purchasing power.

Give us a call at (704) 825-1560 or visit belmont-capital.com for a complimentary, no‑obligation consultation!

06/15/2026

Building financial success doesn’t happen overnight—it’s about consistent habits and thoughtful decisions.

Swipe through for three simple tips to help you stay focused and informed.

📞 Have questions? Give us a call at (704) 825-1560 or visit belmont-capital.com to start a conversation.

06/12/2026

📺 JoePat Roop shares why having a clear retirement plan can help you spend with confidence—not hesitation—throughout retirement.

06/07/2026

Meet The Team! 👋

A CERTIFIED FINANCIAL PLANNER™ with 13 years of industry experience and an alumnus of Clemson University, Taylor has been fascinated with finance since reading about compounding interest at the age of 10. Taylor has been quoted as a financial expert in Business Insider, U.S. News & World Report, GOBankingRates, Yahoo Finance, and AOL.com, among others. Taylor enjoys spending time with his wife and family, reading financial news and books, hunting, and being outdoors.

Visit belmont-capital.com to meet the rest of the team!

06/05/2026

Behind the scenes of The Finance Report 🎥

We’ve covered a lot lately—do you have a favorite segment so far? Let us know in the comments.

06/01/2026

As retirement gets closer, the focus starts to shift from how much you’ve saved to how that money will support you over time. Income planning plays an important role in that transition.

📞 Have questions? Give us a call at (704) 825-1560 or visit belmont-capital.com to learn more.

05/26/2026

🎉 Help us celebrate our May birthdays! 🎂
We’re so glad you’re part of the team—wishing each of you a great day and a year ahead full of happiness and success!

05/25/2026

Today, we pause to remember and honor the men and women who gave their lives in service to our country. Their sacrifice will never be forgotten.

05/24/2026

Meet The Team! 👋

Raised in rural New England and educated at Springfield College, Shaun moved to North Carolina over 20 years ago. An industry veteran with over 14 years’ experience, Shaun approaches every client interaction as an educational opportunity, recognizing that every economic and life situation is unique.

When matching clients with the right financial products and services, he believes that personalized planning is essential. With so much questionable financial information on the internet, finding true advice you can trust is imperative. Shaun’s advice comes from a place of understanding, and he knows that his clients’ needs come first. Shaun’s professionalism and ability to collaborate with clients are the foundation of every financial plan he helps build.

Visit belmont-capital.com to meet the rest of the team!

Address

123 N. Main Street
Belmont, NC
28012

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+17048251560

Website

https://belmont-capital.com/

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