Judson Meinhart

CFP®, BFA

Parsec Financial

Financial Advisor

Judson Meinhart

CFP®, BFA

Parsec Financial

Financial Advisor

I’m passionate about educating and empowering clients to help them make informed decisions about their financial lives. - Judson Meinhart, CFP®, BFA

Independent, Fee-Only Financial Advisor Located in Winston-Salem, NC and Serving Clients Nationwide

Parsec Financial is a fee-only Registered Investment Advisor (RIA) with $2.5 billion in assets under management as of March 31, 2020. Parsec provides wealth managementtax planningtrust services and business retirement services to more than 1,700 individuals and businesses in six offices across North Carolina.

Judson (Judd) Meinhart is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Behavioral Financial Advisor™. He holds a Master of Business Administration degree from Kutztown University in Pennsylvania and a Bachelor Degree from the University of Delaware. He is a 2019-2020 participant in Leadership Winston-Salem. Judd relocated his family from the NE to join Parsec in 2018. He began his career in wealth management with a top 100 accounting firm serving clients throughout Central Pennsylvania. Prior to financial services, Judd had a 10-year career in the non-profit sector, holding leadership positions with youth services and animal welfare organizations. Judd lives in Winston-Salem with his wife and their two young sons, and he enjoys running, golfing and doing anything outdoors in his spare time.

Judson Meinhart 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

Parsec Financial is a fee-only Registered Investment Advisor (RIA) with $2.5 billion in assets under management as of March 31, 2020. Parsec provides wealth managementtax planning, trust services and business retirement services to more than 1,700 individuals and businesses in six offices across North Carolina.

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)
    Judson Meinhart 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)
    Judson Meinhart 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.

  • Behavioral Financial Advisor (BFA)
    Judson Meinhart is a Behavioral Financial Advisor™ (BFA™)

    Financial advisors earning the Behavioral Financial Advisor™ certificate have completed the certification program to help mentor and coach clients in their financial decisions, and offer a holistic approach to strengthen the advisor-client relationship using an integrated approach founded on self-awareness, demonstrating how traditional finance practices are influenced by psychology and neuroscience.

Contact Judson Meinhart

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Office Locations:

  • 100 North Cherry Street
    Suite 505
    Winston-Salem, NC 27101

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