Justin May
CFP®
Triad Financial Advisors Inc.
Portfolio Analyst
Justin May
CFP®
Triad Financial Advisors Inc.
Portfolio Analyst
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Justin May, CFP®
Fee-Only financial planner located in Greensboro, NC, serving clients locally and across the country
Justin May 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, Justin May is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Justin May is TFA’s Portfolio Analyst and has earned the CERTIFIED FINANCIAL PLANNER™ designation. Justin currently oversees our client’s portfolios to ensure model compliance.
Justin lives in Greensboro with his wife, Corinne and their dog, Arlo. He enjoys snowboarding, hiking, and playing the trombone.
Education
- University of California, Santa Barbara
- B.A. -Economics
- CERTIFIED FINANCIAL PLANNER™ practitioner
Justin May 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
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Justin May is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Justin May is a NAPFA-Registered Financial AdvisorThe 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.
Contact Justin May
Office Locations:
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3623 N. Elm Street
Suite 102
Greensboro, NC 27455
