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Best Financial Advisors in Winston Salem

2024

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SmartAdvisor by SmartAsset

Winston Salem, NC
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Winston Salem, NC

Why choose this provider?

Need help contacting a Financial Advisor in Winston Salem? 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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
1399 Ashleybrook Lane, Winston-Salem, NC 27103
  • Estate Planning
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2990 Bethesda Place, Winston-Salem, NC 27103
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (3)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3447 Robinhood Road, Winston-Salem, NC 27106
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
500 West 5th Street, Winston-Salem, NC 27101
  • Retirement Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • 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.

  • Is it true in Winston-Salem that a person preparing for retirement has to set aside 10% of one's current pay?

    No, it is not always true that a person in Winston-Salem has to set aside 10% of one's current pay for retirement. This is a good number if the investor is young and far from the finish line, but the older one gets when beginning to invest, the higher the investment percentages have to be in order to remain comfortable later in life.

  • What makes financial matters in Winston-Salem trickier for nontraditional families?

    Nontraditional families in Winston-Salem face difficulties in financial matters because laws are often structured with traditional familial units in mind. Gift, tax, and inheritance legislation usually isn't constructed with non-conventional groups in mind, so financial advisors and estate planners have to resort to alternative arrangements like trusts and powers of attorney more often.

  • Is it ok in Winston-Salem to concentrate wealth in a single well-performing field instead of diversifying one's portfolio?

    No, because it is usually safer in Winston-Salem and elsewhere to diversify investments across a wide swath of options. Each investment product will grow and lose at different rates, and selecting a wide array of choices mitigates volatility and lowers the chances of a catastrophic drop in fortune should one's limited folio fail.

  • Can a married couple in Winston-Salem who has stayed in a gifted house that has grown $510,000 in value over the past five years avoid paying the tax on capital gains?

    Yes, a married couple in Winston-Salem can avoid paying the capital gains tax but not completely. The tax may be avoided to the extent of the first $500,000 in sales profits and could only be availed of if the place has been owned and used for two years. Since five years have passed, the spouses only need to pay a tax on the $10,000 gain and not the entire $510,000.

  • Should a long-term stock market investor in Winston-Salem be scared of recessions?

    No, a long-term stock market investor in Winston-Salem does not have to be worried about recessions. The market almost always recovers stronger than before in the 12 months following the end of an economic downturn, with the average upturn being 17.6%. The stock market is just one component of the economy, and it can grow during recessions even if other areas shrink.

  • 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.