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Lili Engelhardt

Financial Advisor | Helping you reach your life goals and protecting you along the way | Retirement | Education | Generational wealth | Goals-aligned portfolios | Former math nerd | Current pickleball addict

Lili Engelhardt is a seasoned financial consultant with over 20 years of experience, known for her holistic approach that combines analytical expertise with a personal touch.

With a background in mathematics and economics, including a BA from Northwestern University and an MBA from INSEAD, Lili's professional journey encompassed roles in investment banking, mergers & acquisitions, strategic planning, and executive coaching.

Having explored over 25 countries, Lili eventually settled in Chapel Hill, NC, with her family, where she balances her financial consulting career with interests in music, tennis, and community involvement.

Active in non-profit boards, including her current role at the North Carolina League of Conservation Voters, Lili is passionate about environmental conservation and giving back to her community.

Lili Engelhardt welcomes individuals seeking personalized financial strategies tailored to their unique goals, emphasizing a judgment-free and supportive approach to financial planning.

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Location

Chapel Hill, North Carolina, United States