What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Greensboro, NC area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Greensboro, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Justin Smith
CFP®, CFA®
Smith Partners Wealth Management
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner and Investment Advisor serving the Greensboro, NC area.
Paul Pfeiffer
CFP®, MBA
NorthPoint Financial Planning
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Delaware, OH, serving clients locally and across the country
Stephan Shipe
Ph.D., CFA®, CFP®
Scholar Financial Advising LLC
Winston-Salem, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, College Education Planning, Hourly Financial Planning
Hourly, Fee-only financial advice. Serving clients in Winston-Salem and virtually across the country.
Jennifer Windsor
CFP®, CAP®
Triad Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner helping clients LIVE, INVEST, AND RETIRE WITH INTENTION
Travis Tracy
CFP®, EA
Fortitude Financial Planning
Raleigh, NC
Specialties: Employee Stock Options, Tax Planning, Cash flow / Budgeting, Debt Management, College Education Planning, Insurance Reviews, Comprehensive Financial Planning, Investment Management
Take control of your finances with a fee-only financial planner located in Raleigh, NC, serving those with equity compensation, advanced tax planning needs, and business owners locally and across the country
Aaron Parrish
CFP®
Level Wealth Management
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fiduciary Advice for a Flat Fee: Financial Planning | Investment Optimization | Tax Reduction
John Marske
CFP®
Triad Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Greensboro, NC, serving clients locally and across the country
Nathaniel Carswell
CFP®, CIMA®, AWMA®, APMA®, CASL®
Triad Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner helping clients LIVE, INVEST, AND RETIRE WITH INTENTION
Ashley Crotwell
CFP®
Triad Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Greensboro, NC, serving clients locally and across the country
Feraud Calixte
J.D., CFP®
Vantage Pointe Planning
Burlington, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Planning, College Education Planning, Tax Planning
Hourly, Advice Only, Pure Financial Planning.
Patrick Rush
CFP®, CAP®, CLU®, MBA
Triad Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner and Investment Adviser helping clients LIVE, INVEST, AND RETIRE WITH INTENTION
Justin May
CFP®
Triad Financial Advisors Inc.
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Greensboro, NC, serving clients locally and across the country
Tim Maurer
CFP®, RLP®
Triad Financial Advisors Inc.
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Greensboro, NC, serving clients locally and across the country
Cameron Aydlett
CFP®, ChFC®
Triad Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner helping clients LIVE, INVEST, AND RETIRE WITH INTENTION
Matt Johnson
CFP®
Defining Legacy Financial Advisors
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Your legacy has the biggest impact on those closest to you. Don't just leave a legacy, define your legacy.
Jonas Boyer
CFP®, CLTC®
Triad Financial Advisors Inc.
Greensboro, NC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Greensboro, NC, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
