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Best Financial Advisors in High Point

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High Point, NCHigh Point, NC

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.

High Point, NCHigh Point, NC

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

8004 Linville Rd Suite D-3, Oak Ridge, NC 27310
Oak Ridge, NC 27310
  • Certified Financial Planner (CFP)
  • Financial Planning

Established in 2016, Black Oak Wealth Management is an independent investment advisory firm serving individuals and families in High Point and the surrounding areas. It offers portfolio management services, from reviewing capital gains and losses to monitoring investment allocation drifts from tactical weighting targets. It also crafts personalized financial plans based on its clients' investment objectives and risk tolerance. The company's founder, Phillip Hanks, is a Certified Financial Planner. He assists different types of clients, including high-net-worth individuals.

8004 Linville Rd Suite D-3, Oak Ridge, NC 27310
Oak Ridge, NC 27310

Website(336) 803-2825

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

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

InstagramWebsite(336) 885-2530

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1829 Eastchester Drive Suite 100, High Point, NC 27265
High Point, NC 27265
  • 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
High Point, NC 27265

Website(336) 822-4340

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3980 Premier Drive Suite 110, High Point, NC 27265
High Point, NC 27265
  • Finance Planning

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.

3980 Premier Drive Suite 110, High Point, NC 27265
High Point, NC 27265

Website(336) 822-9904

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

4035 Premier Drive, Suite 201, High Point, NC 27265
High Point, NC 27265
  • Financial Planning

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.

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

Website(336) 781-4525

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1931 New Garden Road, Suite 220, Greensboro, NC 27410
Greensboro, NC 27410
  • Tax Planning
  • Retirement Planning
  • Finance Planning

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.

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

Website(800) 371-1292

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

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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