Find Top Financial Advisors in High Point, North Carolina

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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Finding the Top Financial Advisor in High Point, North Carolina
Last Updated - 27-Nov-2022

High Point has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 27 non-vetted advisors in your local area. These financial advisors in High Point, North Carolina have an average of 12 years of experience.

NOTE: The list of financial advisors in High Point, North Carolina mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in High Point, North Carolina.

Qualified Financial Advisors in High Point, North Carolina
Financial Advisor Experience AUM Minimum Assets Fee Structure
Kelli Smith
717 Green Valey Rd.,
Suite 200,
Greensboro, NC 27408
8 Not Specified Not Specified Fee-Based
Mike Allison
4777 Sharon Road,
Suite 540,
Charlotte, NC 28270
16 Not Specified Not Specified Not Specified

Information on Qualified Financial Advisors in High Point

Qualifications CRD# 6519874
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based

Office Location 717 Green Valey Rd.,
Suite 200,
Phone Number 919-747-6052

I partner with my clients to help them envision their future and build a plan around what's most important to them. When I'm not working, I spend time with my family, staying active and exploring the state of North Carolina.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.

Qualifications CRD# 5200617
Firm CRD# 168267

Office Location 4777 Sharon Road,
Suite 540,
Phone Number 980-288-5477

For the past 16 years, Mike has been helping high net worth private clients navigate the confusing landscape of financial services, investments and retirement planning, while ensuring they have proper guidance and management. One of Mike's greatest strengths is his ability to explain, in simple terms, complex and often confusing financial subjects. This focus on education quickly puts clients at ease and establishes a level of trust and confidence that leads to long-lasting relationships.

About Blackbridge Financial

We are a fee-only private wealth management practice that acts as a fiduciary for our clients. Our typical client is a business owner or professional that needs to achieve a monthly income goal in retirement and our team builds a customized portfolio to exceed this goal while taking the least amount of risk. We also provide financial planning, retirement planning and tax-efficient investing.

List of Additional Advisors in High Point, North Carolina*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Brett Moyer
Inquire with Brett
4100 Mendenhall Oaks Pkwy, Ste 250, High Point, NC  27265 336-819-5753
Curtis Mark Casey
Inquire with Curtis
3980 Premier Dr, Ste 110, High Point, NC  27265 336-967-8197
Randy Walker
Inquire with Randy
4100 Mendenhall Oaks Pkwy, Ste 250, High Point, NC  27265 336-819-5714
Gray Davis
Inquire with Gray
4100 Mendenhall Oaks Pkwy, Ste 250, High Point, NC  27265 336-819-5733
Danny Pigge
Inquire with Danny
4100 Mendenhall Oaks Pkwy, Ste 250, High Point, NC  27265 336-819-5706
Moyer, West and Associates
Inquire with Moyer,
4100 Mendenhall Oaks Pkwy, Ste 250, High Point, NC  27265 336-819-5753
Cameron West
Inquire with Cameron
4100 Mendenhall Oaks Pkwy, Ste 250, High Point, NC  27265 904-380-2300
M Lloyd Barnhardt III
Inquire with M
4100 Mendenhall Oaks Pkwy, Ste 250, High Point, NC  27265 336-819-5731
Randy Overby
Inquire with Randy
4100 Mendenhall Oaks Pkwy, Ste 250, High Point, NC  27265 336-819-5721
David M Lyall
Inquire with David
3980 Premier Dr, Ste 110, High Point, NC  27265 336-804-8355
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    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

    Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

    A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

    While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

    Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

    A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?