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.

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

Arbor Investment Advisors

Arbor Investment Advisors is an independent investment management firm that serves foundations, retirement plan trustees, and high net worth individuals. Founded in 1998, the Winston-Salem company collaborates with clients to help them achieve their financial goals. After establishing the client's objectives, the firm designs a step-by-step plan. When the client approves it, the firm implements the strategy and monitors the plan's progression on a long-term basis. Company CEO Scott Cawood graduated from Duke University in 1991 and has both CFA and CFP certifications.

Winston-Salem, NC 27101

Website

Blue Rock Wealth Management

Blue Rock Wealth Management is made up of advisors who bring over 100 years of experience to the table. The Winston-Salem company aims to simplify the complicated financial lives of clients by focusing on life transitions like divorce, inheritance, and career changes. The company's Financial Checkup services allow clients to receive a second opinion on their current financial plans and have their individual questions answered. The advisors also use data and strategies to answer client questions about retirement. For clients with families, Blue Rock Wealth Management's education and tuition planning services help reduce the burden of tuition for future generations.

Winston-Salem, NC 27101

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

Cornerstone Wealth Partners

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

Website

Covenant Financial Services

Covenant Financial Services is a wealth management firm with more than 20 years of industry experience. The independent company focuses on helping select 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. Advisors are specially trained to note gaps in clients' financial portfolios so they can be addressed. The company's Doctor Planning Solutions program also addresses common concerns and objectives of doctors. Covenant's office is located in Winston-Salem.

Winston-Salem, NC 27101

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

Hege Financial Group

Hege Financial Group has served clients in Winston-Salem and the Triad area since 1979. Its experienced financial advisors offer clients comprehensive financial recommendations based on their needs and risk levels. Their creative solutions utilize investment strategies and insurance options to help clients plan an ideal retirement. It also features estate planning services. Clients are typically individuals and families in all stages of life. The firm can help with everything from compiling a client's first portfolio to optimizing a client's retirement assets.

Winston-Salem, NC 27103

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

Maestro Wealth Advisors

Maestro Wealth Advisors is a retirement planning firm that takes a holistic approach to meeting client goals. Founders Craig and Jennifer Moser have been featured on multiple television and radio shows. Jennifer has more than 30 years of experience in the finance industry. The independent Winston-Salem firm offers services for different stages of life. Younger clients receive financial goal and tax planning strategies. For clients with established wealth, services include investment management, retirement planning, and analysis of social security benefits. Pre-retirees can benefit from Maestro Wealth Advisors' retirement income planning strategies. Meanwhile, financially independent retirees use college funding solutions to benefit their family members.

Winston-Salem, NC 27103

Website

Salem Investment Counselors

Salem Investment Counselors is a Registered Investment Advisory firm that was founded in 1979. From offices in Winston-Salem and Durham, the company serves clients across the nation. The firm creates customized investment portfolios for clients to meet their short term and long-term goals. Its typical services include investment management, financial counseling, estate planning, and tax planning. The advisors use fixed income securities to stably encourage asset growth. The firm provides clients with financial guidance and investment management solutions designed to support wealth growth.

Winston-Salem, NC 27103

Website

Semmax Financial Group

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 27127

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

Timonier Wealth Beyond Financial

Timonier Wealth Beyond Financial is a fee-only, family-run office based in Winston-Salem. The company was founded in 1997 and specializes in taking a collaborative approach to client relationships. Today, the firm offers a host of financial services to promote financial independence. Each client is given a customized financial plan that addresses long-term goals like retirement. They also receive investment advice to reach those goals. The firm's estate planning services help retirees plan for the distribution of their assets. Other services include 401(k) solutions, philanthropy strategies, and real estate transaction guidance.

Winston-Salem, NC 27106

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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