Courtney Allen Kidwell

CFP^®, CEPA

Wealth Advisor, Director

Courtney Allen Kidwell is a Wealth Advisor who works closely with women navigating life transitions including divorce, as well as retirees and business owners, helping them move forward with clarity, confidence, and a strong financial foundation. Courtney is a Certified Financial Planner® and Certified Exit Planning Advisor®.

Starting a new phase as a single mom of two young boys, the first thing Courtney did was to start her own Financial Independence Roadmap. The knowledge that she would be ok financially helped provide her with the peace in knowing she could concentrate on making the transition. Today Courtney advocates for those in all ages and stages of life after divorce, helping them to find the happiness they deserve.

Growing up, Courtney watched her entrepreneurial father work on everything from selling “the machines that put the writing on shampoo bottles” to a teak woodworking plant in Costa Rica. She witnessed the passion and drive necessary to make self-employment successful and recognizes the reality of the financial ups and downs, need to reinvest in the business instead of saving for retirement, and the other special circumstances of the 24/7 lifestyle that a business owner endures. Courtney carried on her father’s tradition by starting her own design business while she was a stay-at-home mom. Today, she watches her husband as he leads a second-generation family business with the hopes that it passes along to the third generation.

Courtney lives in Greensboro, North Carolina with her husband, twin sons, and their adorable dogs. Outside the office, she enjoys staying active, lake weekends with family, and cheering on the Tar Heels.