Elizabeth Gregg, MBA, ChFC, CDFA, is the Managing Partner and founder of Fairview Wealth Advisors, where she has been helping business owners, individuals, and families in the Charlotte community since 1998.
Beth built Fairview Wealth Advisors on a simple principle: show up for your clients, know their situation deeply, and help them move forward with clarity and confidence. Over 25+ years, that approach has earned the kind of long-term client relationships that define the firm.
As a Chartered Financial Consultant (ChFC), Beth provides comprehensive financial planning and wealth management, including retirement planning, investment management, insurance strategies, and business planning. Her corporate background as a benefits manager, combined with her MBA from UNC Chapel Hill's Kenan-Flagler Business School, gives her a practical understanding of both the personal and business sides of her clients' financial lives.
Beth also operates a dedicated Certified Divorce Financial Analyst (CDFA) practice. Since 2012, she has served several hundred clients in the collaborative divorce process and as an advocate for individuals in both amicable and high-conflict situations. She works closely with family law attorneys throughout the Charlotte region. Having personally navigated divorce, she understands the emotional weight this transition brings and is committed to making the financial side of it less overwhelming.
Active in the Charlotte community for nearly three decades, Beth is a past president of The Junior League of Charlotte and The Society for Financial Service Professionals, and past Board Chair of Child Care Resources. She has three wonderful adult children and their families.
Elizabeth Gregg is solely an investment advisor representative of CORE Advisory Group, and not affiliated with LPL Financial.