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Best Financial Advisors in Winston Salem

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Winston Salem, NCWinston Salem, 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.

Winston Salem, NCWinston Salem, 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: --

1399 Ashleybrook Lane, Winston-Salem, NC 27103
Winston-Salem, NC 27103
  • 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
Winston-Salem, NC 27103

Website(336) 760-4829

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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:

6 (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+

3447 Robinhood Road, Winston-Salem, NC 27106
Winston-Salem, NC 27106
  • 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
Winston-Salem, NC 27106

Website(336) 659-9638

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300 South Main Street, Winston-Salem, NC 27101
Winston-Salem, NC 27101
  • Retirement Planning

Arbor Investment Advisors is an independent, privately-owned wealth management firm that serves foundations, retirement plan trustees, and high net worth individuals in Winston Salem and the rest of the state. Founded in 1998, the company comprises a team of financial advisors that collaborates with clients to help them achieve their financial goals. The firm implements a strategy based on a step-by-step financial plan designed specifically for each client. Company CEO and CIO, Scott Cawood, has both CFA and CFP certifications.

300 South Main Street, Winston-Salem, NC 27101
Winston-Salem, NC 27101

Website(866) 416-7307

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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: --

524 Trade Street, Winston-Salem, NC 27101
Winston-Salem, NC 27101
  • Certified Financial Planner (CFP)
  • Retirement Planning

Blue Rock Wealth Management is a Winston-Salem company that uses collaborative planning to guide clients in simplifying the complex aspects of their finances. Among the services it offers are holistic financial planning, financial checkup, education planning, retirement planning, and 401(k) advice. The company specializes in assisting individuals who are going through major life transitions, such as the loss of a spouse, sale of a business, or receiving an inheritance. Its team of advisors has a combined experience of more than 100 years.

524 Trade Street, Winston-Salem, NC 27101
Winston-Salem, NC 27101

Website(888) 723-9277

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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:

1 (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: --

4622 Country Club Road, Suite 200, Winston-Salem, NC 27104
Winston-Salem, NC 27104

Cornerstone Wealth Partners is a wealth management company serving families, professionals, and small business proprietors in Winston Salem. Its financial advisors create customized financial and investment plans. The firm also provides guidance on risk management, retirement planning, employee benefits, insurance planning, and investment management matters. Advisors analyze the financial status of clients, collaborate with them in drafting long-term plans, and work alongside them for implementation and reviews. The company is committed to upholding clients' interests always.

4622 Country Club Road, Suite 200, Winston-Salem, NC 27104
Winston-Salem, NC 27104

Website(336) 283-2890

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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+

301 North Main Street, Winston-Salem, NC 27101
Winston-Salem, NC 27101
  • Certified Financial Planner (CFP)

Covenant Financial Services is a wealth management firm with more than 20 years of industry experience. The independent company focuses on helping Christian families protect and grow their assets. Every plan addresses the client's financial, vocational, and spiritual health. Wealth management services include retirement planning, risk management, portfolio design, and asset protection. The company's Doctor Planning Solutions program also addresses common concerns and objectives of doctors. The firm serves clients in Winston Salem and the neighboring communities.

301 North Main Street, Winston-Salem, NC 27101
Winston-Salem, NC 27101

Website(336) 499-4999

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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+

Winston-Salem, NC 27105Winston-Salem, NC 27105

Darda Financial Services is a fee-based firm that offers accounting and wealth management services to Winston-Salem clients. Principal advisor Danny Freeman has more than 25 years of experience in the finance and banking industries. Clients receive common-sense, real-world solutions regarding their long-term financial plans, accounting, insurance options, and investment choices. The firm provides clients with a comprehensive risk assessment that can help inform their short term and long-term goals. It also uses a unique investment portfolio to help clients achieve their goals.

Winston-Salem, NC 27105Winston-Salem, NC 27105

Website(336) 757-1222

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301 North Main Street, Winston-Salem, NC 27101
Winston-Salem, NC 27101
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Business Tax Preparation

Fierce Financial Group is a wealth management firm operating in Winston Salem. It offers a wide range of services including investment management, trust solutions, client demographics, and generational wealth management. Its team provides individualized solutions to high net worth clients such as business owners, medical professionals, high-ranking executives, and professional athletes. One of the agency's partners, Alex Kondeas, is a Certified Financial Planner who is also a tenured university professor. Additionally, he has published textbooks about finance for universities.

301 North Main Street, Winston-Salem, NC 27101
Winston-Salem, NC 27101

Website(336) 602-1131

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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:

3 (Good)

Score Consistency:

Consistent (Best)

1404 Plaza West Road, Winston-Salem, NC 27103
Winston-Salem, NC 27103
  • Certified Financial Planner (CFP)
  • Retirement Planning

Hege Financial Group has been providing financial advice to Winston Salem residents facing financial matters since 1979. The firm provides tailored strategies befitting the client’s financial goals. It also collaborates with professionals in implementing financial plans. In addition, the firm creates investment and retirement strategies using securities and advisory services. It also minimizes risks through insurance products. Likewise, investment and advisory services are available. The president, William E. Hege IV, is a Certified Financial Planner. Outside the firm, he is a church stewardship team chairman.

1404 Plaza West Road, Winston-Salem, NC 27103
Winston-Salem, NC 27103

Website(336) 722-4343

Show Number

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (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: --

110 Oakwood Drive, Winston-Salem, NC 27103
Winston-Salem, NC 27103
  • Retirement Planning

Integrated Advisory Services has been offering financial management assistance in Winston Salem since 1989. The firm guides its clients in preserving their legacies by helping them create budget plans, family insurance structures, and work-life balance strategies. Its team offers various services, including estate, investment, legacy transfer, retirement, and business succession planning. Richard Fields, its managing principal, was described by his client of five years as someone who uses a comprehensive approach to achieve financial wellness.

110 Oakwood Drive, Winston-Salem, NC 27103
Winston-Salem, NC 27103

Website(866) 451-5050

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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+

755 Highland Oaks Drive, Winston-Salem, NC 27103
Winston-Salem, NC 27103
  • Certified Financial Planner (CFP)
  • Retirement Planning

Maestro Wealth Advisors is a full-service independent financial advisory firm that serves the residents of Winston-Salem and the surrounding areas. It assists clients going into or in retirement through services such as financial goal planning, tax planning, estate and legacy planning, and Social Security analysis. The firm also provides investment asset management and income planning services. Craig and Jennifer Moser of Maestro Wealth Advisors discuss retirement planning tips on their podcast How Money Works.

755 Highland Oaks Drive, Winston-Salem, NC 27103
Winston-Salem, NC 27103

Website(336) 448-1086

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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+

2625 Neudorf Road, Clemmons, NC 27012
Clemmons, NC 27012
  • Estate Planning

Marzano Capital Group is a company serving clients in Winston Salem and the surrounding areas. It is a four-person team of financial advisors striving to provide wealth management strategies that are tailored to the needs of their clients. Aside from working with pre-retirees and retirees, the company also works with business owners and working professionals. Services offered by the company include retirement and estate investment planning, education funding, risk management, as well as employee and executive benefits.

2625 Neudorf Road, Clemmons, NC 27012
Clemmons, NC 27012

Website(336) 766-0464

Show Number

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:

8 (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+

Winston-Salem, NC 27103Winston-Salem, NC 27103

Mitchell Wealth Management Group is a Winston-Salem financial services firm. The independent company has served the local community for over 20 years. Its clients include a diverse range of individuals and businesses who need help with wealth management. Services include planning for long-term financial goals like retirement, estate planning, retirement income strategies, tax-efficient solutions, college tuition planning, risk management analyses, and guidance regarding employee benefits. The company also specialized in recommending custom solutions and monitoring clients' financial progress to meet short and long-term goals.

Winston-Salem, NC 27103Winston-Salem, NC 27103

Website(336) 774-6535

Show Number
500 West 5th Street, Winston-Salem, NC 27101
Winston-Salem, NC 27101
  • 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
Winston-Salem, NC 27101

Website(336) 934-0900

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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+

480 Shepherd Street, Winston-Salem, NC 27103
Winston-Salem, NC 27103
  • Estate Planning
  • Certified Financial Planner (CFP)

Salem Investment Counselors is a privately owned financial advisory firm that has been serving the residents of Winston Salem and the surrounding areas for more than 40 years. It provides clients with financial management and guidance through estate planning, tax planning, and investment management services. The firm has ranked first on CNBC's Financial Advisor 100 list for two years in a row. Salem Investment Counselors supports community organizations such as the American Heart Association, the American Cancer Society, and the Boy Scouts of America.

480 Shepherd Street, Winston-Salem, NC 27103
Winston-Salem, NC 27103

Website(336) 768-7230

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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: --

Winston-Salem, NC 27127Winston-Salem, NC 27127

Semmax Financial Group is a retirement planning and wealth management firm with offices in Winston-Salem and Greensboro. Founded in 2003, the company specializes in addressing the financial concerns of retirees and pre-retirees. There are three main "arms" of the company designed to support clients' needs. Semmax Financial Advisors is an RIA firm that provides investment management solutions. Semmax, Inc., provides a wide network of insurance options and Semmax Tax was founded in 2004 to help clients with retirement-related tax planning.

Winston-Salem, NC 27127Winston-Salem, NC 27127

Website(336) 856-0080

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120 Club Oaks Court, Winston-Salem, NC 27104
Winston-Salem, NC 27104
  • Retirement Planning

Sheets Smith Wealth Management offers financial planning services for clients residing in Winston Salem. Established in 1982, the independent investment advisory firm handles portfolio management, asset allocation issues, and retirement planning for individuals and families. It provides its clients with recommendations that can help diversify their investment portfolio and adjust the risk for every return. It also guides high asset families by sorting out financial challenges through wealth management and manages endowment funds through its OCIO services.

120 Club Oaks Court, Winston-Salem, NC 27104
Winston-Salem, NC 27104

Website(336) 765-2020

Show Number

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:

2 (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+

4622 Country Club Road, Winston-Salem, NC 27104
Winston-Salem, NC 27104
  • Estate Planning

Steven E. Brendle is a financial advisor serving individuals, families, and businesses across the Winston-Salem metro. In 1976, he started Brendle Crouse P.A. to offer customized tax and financial planning solutions for local clients. He assists clients in a wide range of finance matters, including creating succession plans, minimizing tax liabilities, and establishing estate plans. In addition to being a Certified Financial Planner, Brendle is also a certified public accountant and Personal Financial Specialist.

4622 Country Club Road, Winston-Salem, NC 27104
Winston-Salem, NC 27104

Website(336) 725-7227

Show Number

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+

Winston-Salem, NC 27104Winston-Salem, NC 27104

Stratford Advisors provides consulting and investment management services to businesses, individuals, and foundations. The Winston-Salem company was founded in 2004. As a registered investment advisor, the firm provides investment research and management on a long-term basis. For retirement plans, foundations, and endowments, the firm offers investment consulting services. These solutions range from basic analyses to completely outsourced and customized plans. Individual clients receive financial and retirement planning options based on their goals and assets and informed by global best practices.

Winston-Salem, NC 27104Winston-Salem, NC 27104

Website(336) 777-3670

Show Number
121 Reynolda Village, Winston-Salem, NC 27106
Winston-Salem, NC 27106
Instagram
  • Certified Financial Planner (CFP)

Located in Winston Salem, Timonier is a family-operated and family-owned wealth management firm that has been serving a wide range of clients, including investors, families, businesses, and physicians for more than 20 years. It offers various services, such as investment advisory, estate planning, real estate, financial planning, 401(k) solutions, and tax planning. Timonier sponsors supporting organizations and hosts forums in human development and charitable events. Its owner and founder, Tim L. Baker, has been working in the industry since 1981.

121 Reynolda Village, Winston-Salem, NC 27106
Winston-Salem, NC 27106

InstagramWebsite(336) 725-5010

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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+

1255 Creekshire Way, Winston-Salem, NC 27103
Winston-Salem, NC 27103
  • Certified Financial Planner (CFP)

Winston Wealth Management is a financial services firm based in Winston Salem that focuses on retirement planning and estate planning. Services include investment management solutions to optimize retirement income, more detailed retirement planning, and plans for retirement income distribution. Plans for education funds and services specifically tailored to manage the acquired wealth of surviving spouses and clients are also available. The company is run by Mickey Smith, a financial advisor with multiple insurance and securities licenses, such as FINRA Series 7 and 66 securities registrations.

1255 Creekshire Way, Winston-Salem, NC 27103
Winston-Salem, NC 27103

Website(336) 397-2900

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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+

2990 Bethesda Place, Winston-Salem, NC 27103
Winston-Salem, NC 27103
  • 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
Winston-Salem, NC 27103

Website(336) 748-9108

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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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