Best Financial Advisors in High Point

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 31 21 6

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

DHG Wealth Advisors LLC

  • Tax Planning

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.

1829 Eastchester Drive Suite 100
High Point, NC 27265