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Find Top Financial Advisors in Winston Salem, 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.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Winston Salem, North Carolina
Last Updated - 26-Nov-2022

Winston Salem has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 32 non-vetted advisors in your local area. These financial advisors in Winston Salem, North Carolina have an average of 12 years of experience.

NOTE: The list of financial advisors in Winston Salem, 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 Winston Salem, North Carolina.

Qualified Financial Advisors in Winston Salem, North Carolina
Financial Advisor Experience AUM Minimum Assets Fee Structure
Kelli Smith
CFP®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
717 Green Valey Rd.,
Suite 200,
Greensboro, NC 27408
8 Not Specified Not Specified Fee-Based
Mike Allison
BLACKBRIDGE FINANCIAL
4777 Sharon Road,
Suite 540,
Charlotte, NC 28270
16 Not Specified Not Specified Not Specified

Information on Qualified Financial Advisors in Winston Salem

Qualifications CRD# 6519874
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 717 Green Valey Rd.,
Suite 200,
Greensboro,
NC
27408
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,
Charlotte,
NC
28270
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.


Top Financial Advisor Firms in Winston Salem, North Carolina (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
SALEM INVESTMENT COUNSELORS INC
480 Shepherd Street,
Winston Salem, NC 27103
$3,500,685,568 2244 A percentage of AUM
Fixed fees
SHEETS SMITH WEALTH MANAGEMENT
120 Club Oaks Court , Suite 200,
Winston Salem, NC 27104-4680
$1,139,782,419 884 A percentage of AUM
Fixed fees
ARBOR INVESTMENT ADVISORS
300 South Main Street,
Winston Salem, NC 27101
$859,711,575 1094 A percentage of AUM
Fixed fees
TIMONIER
121 Reynolda Village , Suite B,
Winston Salem, NC 27106
$409,045,432 675 A percentage of AUM
Hourly charges
Fixed fees
THREE MAGNOLIAS FINANCIAL ADVISORS
110 Oakwood Drive , Suite 480,
Winston Salem, NC 27103
$241,000,000 812 A percentage of AUM
Hourly charges
CASSIA CAPITAL PARTNERS LLC
1144 West Fourth Street , Suite 200,
Winston Salem, NC 27101
$164,123,645 343 A percentage of AUM
Hourly charges
Fixed fees
HORIZON FINANCIAL SERVICES, LLC
3880 Vest Mill Rd. , Suite 100,
Winston Salem, NC 27103
$155,897,906 1045 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Winston Salem, North Carolina*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Bill Shaw
    Inquire with Bill
    100 N Main St, Suite 2500, Winston Salem, NC  27101 336-721-4933
    Beth T. Fenimore
    Inquire with Beth
    100 N Main St, Suite 2500, Winston Salem, NC  27101 336-721-4917
    Diane J Wimmer
    Inquire with Diane
    1365 Westgate Center Dr, Ste A1, Winston Salem, NC  27103 336-659-0172
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    100 N Main St, Suite 2500, Winston Salem, NC  27101 336-721-1888
    Keith Marlow Seivers
    Inquire with Keith
    100 N Main St, Suite 2500, Winston Salem, NC  27101 336-721-4930
    David Perdue
    Inquire with David
    100 N Main St, Suite 2500, Winston Salem, NC  27101 336-721-4923
    The Saunders Group
    Inquire with Saunders
    100 N Main St, Suite 2500, Winston Salem, NC  27101 336-721-9213
    Ernest A Osborn
    Inquire with Ernest
    100 N Main St, Suite 2500, Winston Salem, NC  27101 336-721-9232
    Rob Saunders Sr.
    Inquire with Rob
    100 N Main St, Suite 2500, Winston Salem, NC  27101 336-721-9209
    Chris Leak
    Inquire with Chris
    100 N Main St, Suite 2500, Winston Salem, NC  27101 336-721-9203
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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.

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      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?