Laurels

Best Financial Advisors in Winston Salem
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Winston Salem 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 71 51 22

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

Accruent Wealth Advisors

  • Estate Planning
  • Tax Planning

Accruent Wealth Advisors helps individuals in Winston Salem with their financial goals. It provides financial planning services for clients who want to protect their savings, assets, and investments. It also assists in the implementation of goals, tax planning, investment strategy, cash management, and executive compensation and benefits. Its president and founder, Barry J. Swaim, has been helping individuals and businesses with their financial affairs since 1991. Swaim is also a member of the NAPFA and ACP.

1399 Ashleybrook Lane
Winston-Salem, NC 27103

Website

Advance Financial Group

  • Certified Financial Planner (CFP)

Advance Financial Group offers investment advisory and financial planning services to businesses, families, and individuals in Winston-Salem and the rest of the state. Founded in 1987, the firm provides financial planning services that aim to increase client wealth and create ideal retirement strategies through social security maximization, tax minimization, and investment management. In addition, the company offers clients insurance options to protect their assets. Financial advisor Kimberley Baker has been featured on CNBC and the NASDAQ.

3447 Robinhood Road
Winston-Salem, NC 27106

Website

RE|Focus Financial Planning

  • Retirement Planning

RE|Focus Financial Planning provides services to individuals, crypto and real estate investors, small business owners, and retirees in Winston-Salem and the surrounding metros. It is an independent, fiduciary financial planning firm that offers ongoing planning, investment management, and modular planning. Its comprehensive financial planning covers tax planning, cash flow planning, estate planning, and risk management. The owner, Daniel Johnson III, founded the firm in 2021. He previously served as chairman of NAPFA Genesis.

500 West 5th Street
Winston-Salem, NC 27101

Website

Wittenberg Priddy Blankenship

  • Estate Planning
  • Certified Financial Planner (CFP)

Wittenberg Priddy Blankenship assists Winston Salem residents in pursuing and achieving financial freedom. Its team assists individuals in managing their estate, investment, insurance, tax, and retirement plans. It guides clients in reviewing personal finances and assessing their risks. Michael Wittenberg, its president, started his financial career in 1984 as a senior vice president of investments in a well-known financial company. Aside from Wittenberg, the independently owned company has two more professionals on board, Jeff Priddy and Brenda Blankenship, who can address its clients' financial needs.

2990 Bethesda Place
Winston-Salem, NC 27103

Website

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