Huntersville, North Carolina
Navigate your legal and financial future with clarity and confidence.
Bchex offers strategic counsel for individuals and businesses — from complex legal matters to structured financial planning — all under one roof.
What We Do
Comprehensive advisory services, tailored to your circumstances.
Legal Advisory
Thoughtful guidance through contracts, compliance, disputes, and regulatory matters — with an emphasis on protecting your interests before issues arise.
Learn moreFinancial Planning
Structured financial strategies for individuals and businesses — from wealth management and tax planning to retirement and investment guidance.
Learn moreBusiness Formation
Establish your business on solid ground — entity selection, formation filings, operating agreements, and ongoing corporate compliance.
Learn moreEstate & Succession
Plan for what comes next — wills, trusts, estate administration, and business succession strategies that preserve your legacy.
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About Bchex
A different kind of advisory practice.
Based in Huntersville, Bchex was founded on a simple conviction: legal and financial matters are rarely separate concerns. The decisions that shape a business — or a family's future — demand a view that spans both disciplines.
We serve individuals, families, and business owners throughout the Charlotte metropolitan area with a practice built on precision, discretion, and genuine attention to each client's situation. No standardized packages. No rushed consultations. Just clear, considered counsel.
Our Approach
How we work with you.
Consultation
We begin with a conversation — understanding your situation, your goals, and the timeline that matters to you.
Assessment
We review the relevant details — documents, finances, legal considerations — and identify the path forward.
Strategy
We develop a tailored plan, explained clearly, so you can make informed decisions with confidence.
Execution
We act on your behalf — filing, negotiating, advising — and keep you informed at every stage.
Contact
Let's start a conversation.
Reach out to schedule an initial consultation. We respond promptly and treat every inquiry with discretion.
- Phone
- 704-439-3900
- Office Hours
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Monday – Friday: 9:00 AM – 5:30 PM
Saturday & Sunday: By appointment
Send us a message
We'll get back to you within one business day.
