Cameron Aydlett

CFP®, ChFC®

Triad Financial Advisors

Financial Advisor

Contact Me

Cameron Aydlett

CFP®, ChFC®

Triad Financial Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Cameron Aydlett, CFP®, ChFC®

Contact Me

(336) 230-0071

Website

Fee-Only Financial Planner helping clients LIVE, INVEST, AND RETIRE WITH INTENTION

Cameron Aydlett is a Greensboro, NC fee-only financial planner. Triad Financial Advisors provides comprehensive financial planning, investment management, and estate planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, D Cameron Aydlett is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Cameron Aydlett is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant® at Triad Financial Advisors. She joined TFA as a Para-Planner in 2001. Cameron is passionate about helping clients achieve their goals. She especially enjoys watching clients reach the point at which work is optional.

Cameron resides in Liberty, NC where she raises Arabian horses. Cameron’s daughter and her family live in Washington, DC.

Education

  • Lenoir-Rhyne University

       • B.A. -Communications (Honors)

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant®

Professional Memberships & Activities

  • National Association of Personal Financial Advisors (NAPFA)
  • Alamance County Agri-Business Committee
  • Women’s Resource Center in Alamance County

       • Board Member

       • Membership Committee Chairperson

       • Fund Development Committee member

  • Financial Times 300 Top Registered Investment Advisers – 2016, 2017, 2018, 2019
  • Women To Women Advisory Council

Cameron Aydlett is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Our mission is to help our clients and colleagues live, invest and retire with intention

TFA is a Fee-Only, independent Registered Investment Advisor (RIA) acting in a client’s best interests at all times, not just when it’s convenient for us. This sets us apart from bank and brokerage firms whose ability to act in your best interest may be compromised by commissions, affiliations, revenue sharing agreements, and/or product sales goals. The Fee-Only method of compensation is the most transparent and objective method available, and minimizes conflicts to ensure your financial advisor acts as a fiduciary. As a result, we do not sell products or receive commissions on any products or services.

Finally, we enforce our fiduciary duty by building unique life plans and implementing a disciplined investment strategy utilizing low-cost, institutional strategies.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    D. Cameron Aydlett is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    D. Cameron Aydlett is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • ChFC - Chartered Financial Consultant
    D. Cameron Aydlett is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

Contact Cameron Aydlett

(336) 230-0071

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Office Locations:

  • 3623 N Elm Street
    Suite 102
    Greensboro, NC 27455

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