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Best Financial Advisors in Greensboro

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Bass Financial logo

Bass Financial

600 Green Valley Road, Greensboro, NC 27408
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  • Estate Planning
  • Financial Planning

Bass Financial has been providing biblically-based financial planning services to individuals and families in Greensboro since 1984. It helps clients in identifying and applying appropriate strategies for investment management, tax planning, life transitions, and Social Security benefits claims. Carl Bass founded Bass Financial in 1984 with the aim of providing objective financial advice that helps clients in making informed financial decisions. He specializes in providing planning and asset management services for individuals who are in or approaching their retirement years.

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Beacon Pointe logo

Beacon Pointe

703 Green Valley Road, Greensboro, NC 27408
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  • Private Wealth Advisor

Beacon Pointe is an independent wealth advisory firm serving individuals and businesses in Greensboro. It offers retirement planning services for individuals and financial consultations for institutions. Its private wealth management services include regular monitoring of investments and making adjustments as needed as well as asset allocation and customized investment portfolios. The firm, which has been in the business since 2002, was added to the list of the 2021 Best-in-State Wealth Advisors by Forbes. It has 25 offices across the USA.

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Capital Management, LLC logo

Capital Management, LLC

Greensboro, NC 27408
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Capital Management, LLC is a full-service financial planning firm that focuses on providing individuals, and families create a financial plan for life. Established in 1980 in Greensboro, Capital management has created a comprehensive strategy to help people achieve financial security throughout every phase of their lives. Capital Management, LLC offers financial planning services, retirement planning, estate planning, establishing charitable contributions and exit strategies for business owners.

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Carolina Financial Advisors logo

Carolina Financial Advisors

100 East Lake Drive, Greensboro, NC 27403
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Carolina Financial Advisors is a wealth management firm offering various comprehensive financial management services to Greensboro residents and the surrounding areas. In addition, the company provides professional guidance to clients and their extended family members looking to improve the handling of their investments, retirement plans, taxes and estates, philanthropic activities, and overall financial planning. Carolina Financial Advisors was established in 1981 by Christopher Jones, a Certified Public Accountant and Certified Financial Planner.

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Defining Legacy Financial Advisors logo

Defining Legacy Financial Advisors

7 Corporate Center Court, Greensboro, NC 27408
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Defining Legacy Financial Advisors is a full-service firm dedicated to helping the residents of Greensboro with their financial goals and plans. It provides services such as investment management, retirement planning, and tax strategy guidance. The firm can also advise clients about insurance products and estate planning. It is led by founder and CEO Matt Johnson. Matt has been a certified financial planner since 2011. In his career, he has already helped and guided hundreds of clients.

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DMJ Wealth Advisors LLC logo

DMJ Wealth Advisors LLC

Greensboro, NC 27408
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DMJ Wealth Advisors has been providing wealth management strategies to individuals and corporations in Greensboro for 70 years. Focusing on comprehensive plans for lifelong financial stability, DMJ Wealth Advisors uses several different financial products to build your wealth portfolios. Services include investment strategies, retirement planning, estate planning, tax strategy services. Corporations that are seeking wealth management for their company or for creating plans for their employees will appreciate the financial strategies offered by the advisory group.

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Erickson logo

Erickson

301 North Elm Street, Greensboro, NC 27401
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  • Retirement Planning

Erickson is a wealth management and financial advisory firm that has served clients in Greensboro and the surrounding areas since 1991. Its team of advisors utilizes a consultative approach in educating and guiding its clients in their financial lives. They provide individualized investment and planning programs that work independently or in conjunction with one another. The firm also assists clients in retirement planning, tax planning, estate planning, and investment management.

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Favored Financial Planning logo

Favored Financial Planning

806 Green Valley Road, Greensboro, NC 27408
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  • Estate Planning
  • Retirement Planning
  • Tax Planning

Favored Financial Planning offers a practical financial approach to help individuals in Greensboro achieve their financial goals. The company assists clients in developing holistic financial plans, which include determining appropriate insurance coverage, planning cash flows, drafting tax and estate plans, and analyzing investment portfolios. Its services also cover ongoing consultations, education funding, and tax preparation. A member of The Alliance of Comprehensive Planners, owner Cordi Powell has been running a "Financial Freedom" program at her church since 2007.

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Gate City Advisors logo

Gate City Advisors

328 East Market Street, Greensboro, NC 27401
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  • Estate Planning
  • Certified Financial Planner (CFP)

Gate City Advisors is an independent firm that renders financial services to the Greensboro metro. Its team evaluates its clients' options and recommends strategies to help them pursue their personal financial goals. The business' services include tax planning, estate planning, education funding, investment plans, and retirement readiness. In addition, its consultants monitor its customers' financial situation for the long term. One of the managing partners of Gate City Advisors, Sherwood Greer, is a Certified Financial Planner and Retirement Income Certified Professional.

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Green Valley Wealth Management logo

Green Valley Wealth Management

3608 West Friendly Avenue, Greensboro, NC 27410
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  • Retirement Planning

Green Valley Wealth Management is an independent firm that has offered investment platforms and planning services for clients in Greensboro and surrounding areas since 2011. The team of Certified Financial Planner professionals educates and helps clients reach their financial goals. Owner Phyllis Lancaster spent the first 14 years of her career in the finance industry as part of the product development team at AIG/United Guaranty Mortgage Insurance Company before joining an independent advisory firm in 2006.

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Hutchinson Family Offices logo

Hutchinson Family Offices

603 Dolley Madison Road Suite 200, Greensboro, NC 27410
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  • Certified Financial Planner (CFP)

Hutchinson Family Offices is a firm that has been serving Greensboro and its surrounding communities for more than 30 years. It assists individuals and their families in planning for succession, preparing for life after retirement, maintaining their wealth while living life, and protecting and growing wealth. Its private wealth management services and solutions include building and managing financial portfolios that prevent risks and preserve capital. Its team of professionals conducts divorce consulting which involves forensic accounting, lifestyle analysis, and business valuation.

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Innovative Financial Solutions L.L.C logo

Innovative Financial Solutions L.L.C

620 Green Valley Road, Greensboro, NC 27408
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  • Estate Planning
  • Retirement Planning
  • Business Formation

Innovative Financial Solutions L.L.C. is a team of financial advisors with over 65 years of collective experience developing retirement strategies in preparation for retirement and financial independence. The team also helps clients adjust the strategies depending on personal or economic changes. The services include financial planning strategies, investment management, and insurance. Established in 2004, the firm caters to the financial objectives of individuals and small business owners in Greensboro and the neighboring communities.

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Level Wealth Management logo

Level Wealth Management

204 Muirs Chapel Road, Greensboro, NC 27410
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  • Tax Planning

Aaron Parrish, CFP® is a Greensboro, NC fee-only financial planner. He created Level Wealth Management (LWM) to present a new option to investors transitioning into and through retirement. Historically, investors have had to do it themselves, work with a commission broker or work with an advisor that charges a percentage of their investments. LWM helps clients build intelligent portfolios, map out retirement and reduce taxes for one flat retainer fee that isn’t based on account size. This fee structure reduces conflicts of interest and allows clients to potentially keep more of their investment returns. LWM meets with clients in person in Greensboro and virtually across the country.

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LoNano Financial Advisors logo

LoNano Financial Advisors

529 College Road, Greensboro, NC 27410
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  • Certified Financial Planner (CFP)

LoNano Financial Advisors has been serving individuals, families, business owners, and corporate executives in Greensboro and nearby communities since 1986. It offers retirement strategies, investment management, financial planning, and insurance protection services. Its corporate services include 401(k) and employer-sponsored 529 plan consultation, servicing, and implementation, as well as financial planning and wellness programs for employees. The company president, Michael J. LoNano, is a Certified Financial Planner and a Behavioral Financial Advisor. He is also an active member of the Society of Financial Service Professionals.

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M Scott Henegar logo

M Scott Henegar

333 N Greene St Ste 400, Greensboro, NC 27401
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  • Retirement Planning

M Scott Henegar is a Greensboro-based financial advisor affiliated with Northwestern Mutual and serves clients in the metro and the surrounding areas. He assists clients in developing a financial plan that includes different finance options, such as annuities, investments, and insurance. He also utilizes a systematic planning process that involves various factors, like risk management, financial security, wealth accumulation, and wealth preservation. Henegar previously served as the president of the Society of Financial Service Professionals.

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Matt Logan, Inc logo

Matt Logan, Inc

3824 North Elm Street, Greensboro, NC 27455
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  • Insurance Products

Matt Logan, Inc is a financial management company that serves clients in Greensboro and nearby areas. Company founder Matt Logan, a Certified Financial Planner, started his career in the financial industry in 2004. He now helps clients with life, health, and long-term care insurance plans. He and his team also provide financial advice to clients remotely. In addition to financial planning, this team offers bus rentals for birthdays, sporting events, and wine tours.

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Merrill Lynch Wealth Management - Greensboro logo

Merrill Lynch Wealth Management - Greensboro

800 Green Valley Road, Floor 04, Suite 400, Greensboro, NC 27408
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  • Private Wealth Advisor
  • Retirement Planning

Merrill Lynch Wealth Management is a financial planning and investment management firm serving clients in Greensboro. It helps individuals, families, entrepreneurs, institutions, and executives in crafting solutions that suit their financial needs and goals. The financial advisors that serve the metro include Cockman, Timmons & Associates, PMB and Associates, and The Williamson Group. They use information related to lifestyle and inter-generational concerns to assess the financial situations of clients. Merrill Lynch Wealth Management has been providing wealth management services since 1946.

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Orion Financial LLC logo

Orion Financial LLC

501 Simpson Street, Greensboro, NC 27401
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  • Tax Planning

Orion Financial LLC is a retirement planning and wealth management firm serving clients in the Greensboro community. The firm specializes in a wide range of financial services, including retirement planning, tax planning, estate planning, and investment management. The firm also provides insurance services such as life insurance, long-term care insurance, and disability income insurance plans. Company founders John Stolar and Allen Poe established the firm in 2002. They hold decades of experience in the industry of financial planning, wealth management, and investing.

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Pilot Financial logo

Pilot Financial

1010 North Elm Street, Greensboro, NC 27401
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  • Estate Planning

Pilot Financial is a financial advisory firm that has served Greensboro-based clients since 2001. The firm offers the Pilot Lifeline for clients who need guidance in financial situations. It provides support and assistance to clients, including problem resolution. Clients can also seek help for practice management coaching, branding, and marketing services. Pilot Financial represents Fidelity Life and Transamerica. The president, Roger Seigler, has over 36 years of experience. He is also a charter member of the Society of Financial Service Professionals.

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Shahbaz Carothers Certified Public Accountants logo

Shahbaz Carothers Certified Public Accountants

2102-A North Elm St., Greensboro, NC 27408
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  • Certified Financial Planner (CFP)

Shahbaz Carothers Certified Public Accountants is a firm that has been serving Greensboro since 1973. It educates clients on various wealth management strategies to help them reach their financial goals such as estate, insurance, retirement, and tax planning, as well as budget projection and investment management. Its other services include accounting, auditing, bookkeeping, business valuation, payroll management, and tax preparation. The firm’s financial planner, Ken Shahbaz, is a CPA and an active member of the Society of Financial Service Professionals.

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Smith Partners Wealth Management logo

Smith Partners Wealth Management

128 East Fisher Avenue, Greensboro, NC 27401
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  • Certified Financial Planner (CFP)

Established in 1988, Smith Partners Wealth Management caters to clients in Greensboro and the surrounding communities. The financial advisory firm helps clients with retirement planning, education funds management, and estate planning. In addition to financial planning, the team of advisors also offers charitable giving planning and asset evaluations. Managing Partner Jonathan Smith was on the 2015 ‘Advisors with a Heart’ list of Wealth Management Magazine. In the same year, he was featured on the Today Show.

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Smith, Salley & Associates, LLC logo

Smith, Salley & Associates, LLC

Greensboro, NC 27408
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Smith Salley and Associates is a fee-based financial planning service offering customized solutions to their clients. Established in 2003 in Greensboro, Smith Salley and Associates focuses on the individual instead of using a “cookie cutter” approach to financial planning. They work with their clients to devise a financial strategy that will meet the abilities and end-goals of each of their clients. The advisory group uses many different financial planning services to achieve their goals such as retirement planning, asset evaluations, tax strategies, and insurance products in their plans.

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Southeast Financial Services, Inc. logo

Southeast Financial Services, Inc.

101 S Elm St Suite 220, Greensboro, NC 27401
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Southeast Financial Services, Inc., is a financial advisory firm that has been operating in Greensboro since 1990. It offers a wide range of services to businesses, individuals, and families including financial planning, risk management, corporate benefits, and wealth management. Its team assists clients in developing customized strategies to address different factors such as estate management, succession plan, and investment that will generate income. The firm's co-founder, John Kenan, has been working in the financial services industry since 1988.

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Spartan Planning logo

Spartan Planning

1931 New Garden Road, Greensboro, NC 27410
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Spartan Planning provides financial advisory services to clients in the Greensboro area and neighboring metros. Its financial advisors are committed to supporting clients by providing proactive tax planning, custom asset map, risk-managed investment management, insurance planning and analysis, and retirement financial planning. It also offers investment solutions for businesses and executives to help them navigate their business financials, investment properties, donor-advised funds, and philanthropic efforts. Its client resources include TD Ameritrade Access and MVP Plan Administration.

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Stearns Financial Group logo

Stearns Financial Group

324 West Wendover Avenue, Greensboro, NC 27408
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  • Estate Planning
  • Certified Financial Planner (CFP)

Stearns Financial Group is an investment management firm located in Greensboro. It empowers clients with investment risk tolerance reviews, financial planning, tax planning, estate planning, and asset allocation strategies. Its other services include business owner planning, multi-generational planning, and divorce planning. Jason Croy, a wealth management advisor with Stearns Financial Group, joined the firm in 2017. He is a Certified Financial Planner and a Chartered Financial Analyst. Croy is also a member of the CFA Society of North Carolina.

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Tarheel Advisors, LLC logo

Tarheel Advisors, LLC

3300 Battleground Avenue, Greensboro, NC 27410
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  • Estate Planning
  • Certified Financial Planner (CFP)

Since 2009, Tarheel Advisors has been serving a wide range of client base, including retirees, professionals, and business owners. Its Greensboro team offers financial advisory services and wealth management solutions. Whether the person's concern is about investment portfolios, college funds, or corporate retirement plans, the company's financial advisors can help. In addition, the firm assists with insurance needs and tax matters. Founding partners Ryan Glover and Walter Hinson have achieved the Certified Financial Planner designation.

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Triad Financial Advisors logo

Triad Financial Advisors

3623 North Elm Street, Greensboro, NC 27455
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  • Estate Planning
  • Retirement Planning

Triad Financial Advisors is a financial advisory firm that serves the residents of Greensboro and the surrounding areas. It offers a wide range of financial services, including asset and debt management, cash flow and income management, investment management, and estate planning. CEO Patrick Rush has been working in the field of financial planning for more than two decades. He is a member of the National Association of Personal Financial Advisors and the Society of Financial Service Professionals.

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Trinity Wealth Management logo

Trinity Wealth Management

628 Green Valley Rd. Suite 303, Greensboro, NC 27408
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  • Certified Financial Planner (CFP)

Trinity Wealth Management is a firm that serves clients in Greensboro. Its advisors offer customized programs—covering disability matters and long-term care, estates and investments, tax compliance, and retirement—to help individuals and business owners plan for a more secure financial future. They also advise clients regarding alternative investment approaches and government benefits, including Social Security. Managing partner Peter LaMuraglia is a CFP and a registered representative of LPL Financial. He carries over 30 years of wealth management experience.

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Zuraw Financial Advisors logo

Zuraw Financial Advisors

806 Green Valley Road, Greensboro, NC 27408
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  • Certified Financial Planner (CFP)

Zuraw Financial Planning is a Registered Investment Advisor that offers financial, retirement, and estate planning services to clients in Greensboro and the neighboring areas. It also provides investment management, asset allocation, legacy planning, and customized investment advisory services. The firm was established by Chartered Financial Analyst and Certified Financial Planner Ann Zuraw and has over 10 years of experience in the industry. Investopedia included Zuraw in the 2017 list of the top 100 most influential financial advisors. She has over 30 years of experience in the wealth management business.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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