Expertise.com

2024

Last updated:

Best Financial Advisors in High Point

Our Recommended Top 7

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our 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.

32Reviewed

22Curated

7Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

High Point, 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

High Point, NC

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Why choose this provider?

Need help contacting a Financial Advisor in High Point? 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.

4035 Premier Drive, Suite 201, High Point, NC 27265

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Why choose this provider?

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.

  • Financial Planning

1022 Hutton Lane, Suite 109, High Point, NC 27262

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Why choose this provider?

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.

1931 New Garden Road, Suite 220, Greensboro, NC 27410

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Review Sources

Google
5.0 (18)

Why choose this provider?

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.

  • Tax Planning
  • Retirement Planning
  • Finance Planning

1829 Eastchester Drive Suite 100, High Point, NC 27265

Why choose this provider?

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.

  • Tax Planning

3980 Premier Drive Suite 110, High Point, NC 27265

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Why choose this provider?

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.

  • Finance 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.

  • What should you do with your excess money in High Point?

    Here are some ways to utilize your surplus funds in High Point:

    • Create a $1,000 emergency fund.
    • Reduce high-interest debt.
    • Make enough contributions to your employer's retirement plan (such as 401k) to qualify for the match.
    • Save three to six months' worth of living expenses for emergencies.
    • Consider retirement plan options and aim to save 10-15% of your income.
    • Pay off all outstanding debt.
    • Assess upcoming short-term expenses (e.g., wedding, car, home down payment) and save accordingly.
  • How much should you set aside from each paycheck in High Point for your retirement savings?

    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.

  • What is the definition of a 529 plan in High Point?

    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.

  • How long should you engage with a financial advisor in High Point?

    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.

  • Are annuities a suitable investment choice for you in High Point?

    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 ½ years old. However, for short-term needs, exploring alternative options is recommended.

  • 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.