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 Winston-Salem, 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 Winston-Salem, NC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Michael Davis
CFP®, ChSNC®
Legs Financial
Greensboro, NC
Specialties: Special Needs Planning, Comprehensive Financial Planning, Education Planning, Risk Management, Tax Planning, Retirement Planning, Investment Management, Estate Planning
Legs Financial is a flat-fee fiduciary financial planning firm based in Greensboro, NC, led by Michael Davis, CFP® ChSNC®. We specialize in tax-focused retirement planning and special needs financial planning, all for one transparent flat fee.
Stephan Shipe
Ph.D., CFA®, CFP®
Scholar Financial Advising LLC
Winston-Salem, NC
Specialties: Hourly Financial Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Ongoing Retainer Advising
Flat-fee and hourly financial advice. Serving clients virtually across the country.
Chuck Clifton
CFP®, CDFA®, MBA
Sycamore Financial Planning
Durham, NC
Specialties: Comprehensive Financial Planning, Investment Management, Divorce Financial Planning, Socially Responsible Investing, Long Term Care & CCRC Planning
Our Mission: Sycamore seeks to provide affordable, objective, high-quality financial advice to all who seek it.
Jordan Vlastuin
CFP®
Make the Memory Financial Planning
Clemmons, NC
Specialties: Comprehensive Financial Planning, Cross-Border Investment Management, International Tax Strategies, Expat Retirement Planning, Relocation and Transition Support, Federal and Military OCONUS Planning
Fee-only financial advisors helping Americans moving to Spain, Germany, and the UAE focus on what matters most.
Joyner Edmundson
CFP®, CFA, CPA
Salem Investment Counselors
Winston-Salem, NC
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, College Education Planning
Experienced Fee-Only financial planner and investment advisor located in Winston-Salem, NC, serving clients locally and across the country
Bryan Wisda
CFP®, EA
Almega Wealth Management
Mount Airy, NC
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Tax Preparation, Generational Wealth Transfer
Integrated Fee-Only Wealth Management and Tax Planning for Families Who Think Generationally
Travis Tracy
CFP®, EA
Fortitude Financial Planning
Raleigh, NC
Specialties: Tax Planning, Comprehensive Financial Planning, Investment Management, Restricted Stock Options, Incentive Stock Options, Non-qualified Stock Options, Tax Preparation
Flat Fee and Tax Focused - We specialize in comprehensive financial planning, investment management, and tax preparation for tech professionals, business owners, healthcare professionals, and retirees.
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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)
