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This profile was last updated on 8/19/15  and contains information from public web pages and contributions from the ZoomInfo community.

Mary C. Rinehart

Wrong Mary C. Rinehart?

Chief Executive Officer

Phone: (704) ***-****  HQ Phone
Email: r***@***.com
Rinehart Wealth Management
521 E. Morehead Street Suite 580
Charlotte , North Carolina 28202
United States

Company Description: Rinehart Wealth Management was established almost three decades ago as one of the first Fee-Only firms in Charlotte with the goal of providing proprietary...   more

Employment History

Board Memberships and Affiliations


  • undergraduate degree , European History
    Sweet Briar College
32 Total References
Web References
Charlotte Observer | 05/09/2003 | Advisers: Set money priorities, 9 May 2003 [cached]
While every situation is different, both Stephen Wilson, chartered financial analyst in Wachovia Corp.'s wealth management area, and Mary Rinehart, president of financial planning firm Rinehart & Associates, said they'd opt for the lump sum.
Rinehart said paying down debt is good, but warned against massive shopping sprees.
"If they want to take $5,000 and spend it on something, fine," she said.
"You say, `Oh, I'm so glad you're such a good friend of mine and I know you need the help, and as soon as I figure out what we're going to do, we'll consider it," Rinehart said.
Rinehart said.
Financial Advisor Magazine, 1 Mar 2005 [cached]
Mary C. Rinehart, a certified financial planner, founder and president of Rinehart & Associates in Charlotte, N.C., describes herself as a "tree hugger from way back."Now, she heads a financial planning and asset management firm that puts that same "tree hugging" philosophy into practice for her clients through socially conscious investing, which she calls, "Investing with your values."
Although her description of herself might be a bit cliched, it fits a growing number of financial planners who have turned their personal beliefs into a business philosophy for their clients, as they navigate the rewards and risks of investing with a goal of advancing social causes as well as making money.
The phenomenon of investing for a purpose, as well as for profits, has grown from a fledgling industry dismissed by serious financial planners to become a significant share of the investing community that planners and corporations can no longer ignore.A growing number of financial planners are dealing predominantly with socially conscious investing, while some are developing an expertise in it because of personal beliefs.Others are just beginning to get their feet wet through clients who inquire about putting their money to work for their values.
"I started thinking about socially responsible investing a long time ago," says Rinehart, "when I had to take care of my family's financial affairs.That is how I eventually ended up here," as a CFP who advertises services for socially conscience clients and whose SRI clientele is growing.Along the way, Rinehart has served as president of the local chapter of the Institute of Certified Financial Planners and received a Business Achievement Award from The Business Journal of Charlotte.
"Before I was a financial planner, I helped establish a tree commission and helped divert a road to save trees, so I have always worked for the environment.Now, as a planner, I feel if someone has a passion for values, I have to help them put their money where their mouths are.But this is a new way of thinking about investing money, and it is not a decision to be made quickly.I have to get to know someone first and determine what they want," says Rinehart.
Those who dismiss socially conscious financial planners as being a fringe element of the financial community, or those who think an investor has to sacrifice returns in order to promote his or her values, are wrong, Rinehart and other SRI planners say.
Investments, 25 Dec 2009 [cached]
Mary C. Rinehart, CEO & Chief Investment Officer
Mary started the firm as First Personal Financial Services Inc. in 1985 and later changed the name to Rinehart & Associates. She received her undergraduate degree in European History from Sweet Briar College in 1961 and took additional business courses at Queens University in the 70's. She has been a Certified Financial Planner™ Certificant since 1988. She has served as President of the local chapter of the Institute of Certified Financial Planners (ICEP). She is a Registered Advisor of the National Association of Personal Financial Advisors (NAPFA) and is a Registered Investment Advisor with the Federal Securities and Exchange Commission.
Meeting Report from June 28, 2005, 21 July 2010 [cached]
Mary Rinehart
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