K. Shea Abernethy

AIFA®, EA, AIF®

Avid Wealth Management, LLC

Founder

K. Shea Abernethy

AIFA®, EA, AIF®

Avid Wealth Management, LLC

Founder

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - K. Shea Abernethy, AIFA®, EA, AIF®

Fee-Only financial planner located in Winston Salem, NC, serving clients locally and across the country

K. Shea Abernethy is a Winston Salem, NC fee-only financial planner. Avid Wealth Management, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, K. Shea Abernethy is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

K. Shea Abernethy is a fee-only financial advisor and found of Avid Weath Management located in Winston-Salem, NC.

Shea is an experienced investment fiduciary with a demonstrated history of strong leadership and technical acumen of workingwithin the wealth management arena. Skilled in equity and bond markets, ETFs, mutual funds, portfolio constructionand optimization, tax planning, trust management, and investment advisory. 

K. Shea Abernethy 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

Avid Wealth Management is a fee only fiduciary specializing in comprehensive financial planning, investment management, 401k & 403b advice, tax & estate planning, as well as college savings 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)
    K. Shea Abernethy 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.

  • XY Planning Network
    K. Shea Abernethy is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Accredited Investment Fiduciary®
    K. Shea Abernethy is an Accredited Investment Fiduciary® (AIF)

    Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.

  • AIFA - Accredited Investment Fiduciary Analyst®
    K. Shea Abernethy is an Accredited Investment Fiduciary Analyst® (AIFA®)

    Accredited Investment Fiduciary Analyst® (AIFA®) Designation training is considered to be the master’s level coursework to the AIF® Designation. AIFA® Designees are certified to perform fiduciary assessments on internal policies, procedures and workflows to verify or certify an entity's conformity to a "Global Fiduciary Standard of Excellence.” Only AIF® Designees in good standing have the foundational skills needed to qualify for the AIFA® Designation training.

  • Enrolled Agent with the IRS (EA)
    K. Shea Abernethy is an Enrolled Agent with the IRS (Learn More)

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

Contact K. Shea Abernethy

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Office Locations:

  • 4400 Silas Creek Parkway
    Suite 105
    Winston Salem, NC 27104

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