2026
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LicensingUser ReviewsMystery Shopping CallsOur goal is to connect people with the best local professionals. We scored High Point financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.
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Blakely Financial, Inc. is a financial planning and investment management firm that serves clients in High Point and its surrounding areas. It provides a wide array of financial services and programs, including financial planning, risk management and insurance, and investment options. The company's team of financial specialists seeks to provide its clients with a clear framework for achieving their financial objectives. Robert Blakely, the firm's president, is a certified financial planner and has earned an Accredited Investment Fiduciary designation from the Center for Fiduciary Studies.
DHG Wealth Advisors, LLC is an independent, fee-only investment advisory firm serving High Point. It provides personalized advice on wealth management and investment strategies using the asset-class diversification method. Other services include insurance and risk management, legacy, and tax planning and compliance. It advises clients in developing plans that help them achieve their goals, such as education, estate, retirement, and philanthropy. It also assists business owners in developing their corporate retirement plans, valuation, and success planning needs.
(27)Spartan Planning offers financial advice to clients in High Point. The firm helps individuals and families with asset management, retirement plans, taxes, and insurance. It also offers estate planning services like drafting wills and establishing trusts. Businesses can also get help with creating a financial plan, including organizing investment properties, stock options, and charitable efforts. The company's advisors also provide pro bono and reduced-cost financial planning services to elderly clients like widows and widowers. Its chief listener, David Childs, is a Certified Financial Planner.
High Point Financial Design is a multi-generational firm that has been catering to clients for over 30 years. It particularly handles design professionals looking for advisors to help them manage their finances and assets. It provides comprehensive advice dedicated to identifying goals and creating a plan that will secure them. In addition, the firm also supports organizations such as the Casey Cares Foundation and the Fellowship of Christian Athletes. Brad Clinard, the company's Director of Financial Design, is a Certified Financial Planner.
Golden Ridge Financial Designs, LLC, is a company that caters to clients throughout High Point. It handles various financial planning solutions, such as retirement planning and tax management. The company also reviews existing insurance contracts and makes appropriate recommendations. It deals with estate planning and checks documents like trusts and wills. Kathy Kueider, the company's founder, holds a Retirement Income Certified Professional designation from The American College. She is a member of the Society of Financial Services Professionals.
Here are some ways to utilize your surplus funds in High Point:
Aim to save 15% of your pre-tax income after building an emergency fund and clearing high-interest debt in High Point, particularly if you're at the beginning of your career. It is advised that you contribute enough to match your employer's contribution. Increase your contributions annually or with each raise if 15% is not feasible. For individuals in the advanced phases of their careers, seeking advice from a Certified Financial Planner is encouraged to explore available alternatives.
In High Point, a 529 plan is a type of investment account that offers tax benefits when used to cover qualified education expenses. It must have a specified beneficiary in order to be eligible, but the account owner is free to switch the beneficiary to another family member, such as the beneficiary's children, spouse, parents, cousins, and aunts or uncles.
The length of your collaboration with a financial advisor in High Point impacts both the cost and your potential to achieve financial goals. The right decision depends on your individual financial situation and the affordability of the advisor's fees. If things progress well, the duration should not be a financial concern, as the returns could surpass the advisor's fees.
It depends. Annuities in High Point are intended as long-term investment instruments, and early withdrawals typically incur penalties. The issuer may impose surrender fees if you opt for a lump-sum payment from your annuity within the first few years of its purchase. Consider an annuity if you are certain you won't need the money until you're at least 59 ¬Ω years old. However, for short-term needs, exploring alternative options is recommended.
