Expertise.com

2024

Last updated:

Best Financial Advisors in Greensboro

Our Recommended Top 20

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Greensboro Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

77Reviewed

54Curated

20Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Greensboro, NC
Free Consultation

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Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Greensboro, NC

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Why choose this provider?

Need help contacting a Financial Advisor in Greensboro? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

717 Green Valley Rd Suite 200, Greensboro, NC 27408
WebsiteLicense: 4516694

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Facebook
5.0 (32)
Google
5.0 (7)

Why choose this provider?

Inspire is a boutique financial planning and wealth management firm that works with clients in Wilmington, Raleigh, Charlotte, and Greensboro, NC. It aims to preserve and grow wealth to help people have a significant impact today and for succeeding generations. Its partners include Charles Schwab and the Vanguard Group, which provide institutional-grade investments for clients. Inspire's founder and CEO, Jeff Headrick, has more than 20 years of experience assisting investors in navigating complex private wealth management opportunities.

  • Financial Planning
  • Wealth Management
  • Investment Management

3300 Battleground Avenue, Greensboro, NC 27410

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Google
5.0 (1)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)

501 Simpson Street, Greensboro, NC 27401

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Why choose this provider?

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.

  • Tax Planning

600 Green Valley Road, Greensboro, NC 27408

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Estate Planning
  • Financial Planning

128 East Fisher Avenue, Greensboro, NC 27401

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

324 West Wendover Avenue, Greensboro, NC 27408

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Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)

101 S Elm St Suite 220, Greensboro, NC 27401

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Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

2102-A North Elm St., Greensboro, NC 27408
WebsiteLicense: 3223030

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Review Sources

Google
5.0 (4)
Yelp
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

529 College Road, Greensboro, NC 27410

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

806 Green Valley Road, Greensboro, NC 27408

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

333 N Greene St Ste 400, Greensboro, NC 27401
WebsiteLicense: 2950051

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Review Sources

Facebook
5.0 (9)
Google
5.0 (1)

Why choose this provider?

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.

  • Retirement Planning

703 Green Valley Road, Greensboro, NC 27408

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Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Private Wealth Advisor

3824 North Elm Street, Greensboro, NC 27455

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Why choose this provider?

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.

  • Insurance Products

628 Green Valley Rd. Suite 303, Greensboro, NC 27408
WebsiteLicense: 6413

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

328 East Market Street, Greensboro, NC 27401

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Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)

3623 North Elm Street, Greensboro, NC 27455

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Review Sources

Google
4.0 (4)

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning

204 Muirs Chapel Road, Greensboro, NC 27410

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Why choose this provider?

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.

  • Tax Planning

301 North Elm Street, Greensboro, NC 27401

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Why choose this provider?

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.

  • Retirement Planning

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Why it is important to have a financial plan in Greensboro?

    It is important to have a financial plan in Greensboro to provide insight into your specific financial goals. It will help you understand how your money will go during your retirement years. You will understand how your current spending and saving habits affect your future, therefore, you will realize that it is important to spend your money for your needs over your wants. A financial plan can also overcome your family's financial emergencies.

  • What kind of people in Greensboro are a good fit for tax planning?

    What people do not know is taxes can be their biggest expense. In Greensboro, tax planning best suits high-income earners, retirees, and individuals who are three to five years from retirement. Financial advisors help high-income earners create strategies on how they can reduce their taxes on their future income, run tax projections, and leverage charitable contributions. They also help retirees convert their investment accounts into cash flow, so that they can use them for their living expenses.

  • What charitable giving tools you can use in Greensboro?

    Individuals who want to give back to their community can incorporate charitable giving into their financial plans. They can use various charitable giving tools in Greensboro, including charitable remainder trusts and donor-advised funds. Charitable remainder trusts are irrevocable trusts that allow individuals to donate assets to charity. While the donor-advised fund is a tax-efficient way to support different charities. It is operated and maintained by a 501(c)(3) organization.

  • Can wealth impact planning help you build a legacy in Greensboro?

    Yes. Wealth impact planning helps you build a legacy in Greensboro. It will make you realize how planning your wealth affects your family. Wealth impact planning enables you to structure your assets or money while making sure that your loved ones are cared for. You can preserve your wealth and creates tax minimization strategies to prevent tax liabilities for your family in case of your passing.

  • If you have lost a loved one in Greensboro, is it necessary to work with a financial planner?

    Yes. You are encouraged to work with a financial planner after losing a loved one in Greensboro. Financial planners will help surviving families understand their financial status and obligations during their difficult times. They help families with what legal and financial tasks they must address immediately and what items can be addressed in the coming days or weeks.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.