Best Financial Advisors in Greensboro

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.

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.

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.

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.

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.

Inspire Financial Planning is a team of investment fiduciaries serving Greensboro. The firm helps clients protect their wealth and legacies by providing financial advice in matters related to retirement, income tax, cash flow, insurance, and investments. It offers a variety of investment options, including passively allocated exchange-traded funds and socially responsible investing solutions. Inspire's founder, Jeff Headrick, has over 20 years of industry experience. His team comprises professionals with Chartered Financial Analyst, Chartered Financial Consultant, and Certified Financial Planner designations.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.