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 66 46 17

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

Advance Financial Group

Advance Financial Group is a Winston-Salem firm that was founded in 1987. The company offers investment advisory and financial planning services to businesses, families, and individuals. Financial advisor Kimberley Baker has been featured on CNBC and the NASDAQ. She is also a premier advisor on Investopedia. The firm's financial planning services aim to increase client wealth and create ideal retirement strategies through social security maximization, tax minimization, and investment management. Clients are also given a number of insurance options to protect their assets.

Winston-Salem, NC 27106

Website

Brendle Financial Group LLC: Steven E. Brendle CPA PFS CFP

Brendle Financial Group was founded by certified financial planner Steven Brendle in 1976. Steven is also a CPA with extensive tax experience. The firm combines tax planning and financial management services to help clients grow their assets. Located in Winston-Salem, the company provides a big-picture look at client finances. Tax planning services include retirement tax planning, tax preparation, and tax planning for small businesses. The firm's CPAs also act as a client's representative before the IRS or the state. The financial management services include everything from investment guidance to business planning, retirement planning, debt management, and plans for special situations.

Winston-Salem, NC 27104

Website

Darda Financial Services LLC

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 27105

Website

Integrated Advisory Services

Integrated Advisory Services is located on Oakwood Drive in Winston-Salem. Since 1989, the firm has combined investment management services with long-term retirement planning solutions. Clients collaborate with the firm to grow and preserve their legacies. They also get help creating work-life balance strategies, how to follow a budget, and how to structure an insurance structure to protect the family. For business owners, the business succession planning services help clients create an exit strategy that preserves the worth of the business without sacrificing their personal goals.

Winston-Salem, NC 27103

Website

Stratford Advisors Inc

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 27104

Website

Winston Wealth Management LLC

Winston Wealth Management is a Winston-Salem financial services firm that focuses on retirement planning and estate planning. The company is run by CFP Mickey Smith, a financial advisor with multiple insurance and securities licenses. Services include investment management solutions to optimize retirement income, more detailed retirement planning, plans for retirement income distribution, and estate planning. Clients with families can make education-funding plans based on their needs. There are also services specifically tailored to surviving spouses and clients who became suddenly wealthy.

Winston-Salem, NC 27103

Website

Wittenberg Priddy Blankenship FASI

Wittenberg Priddy Blankenship is an independent financial consulting firm based in Winston-Salem. Company president Michael Wittenberg is a certified financial planner whose finance career began in 1984. The firm combines financial planning with investment management solutions to grow each client's assets. Its advisors foster long-term client relationships to modify plans as the client's goals change. Services include retirement, investment, and tax planning, along with insurance options and money management counseling. The firm shuns one-size-fits-all financial packages in favor of customized solutions.

Winston-Salem, NC 27103

Website

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