The Best Financial Advisors in Winston–Salem

Here is our List of the 10 Winston–Salem Financial Advisor
Advance Financial Group

Welcome to Advance Financial Group, which was founded in 1987 and is located in Winston Salem, N.C. We offer comprehensive financial planning and investment advisory services on a fee basis for individuals, families and businesses.

Our primary objective is to help you clarify your unique goals and dreams and set priorities so that you may enjoy a comfortable lifestyle today and a secure and dependable income at retirement.

We are passionate about getting to know you and what matters most to you. We want to be there with you and your family for the journey as life evolves to provide continuity and stability.

We value long-term relationships and pride ourselves on the tradition of serving families from generation to generation. Our personal service and attention to detail has served our clients well.

Services

  • Wealth Management
    We specialize in helping successful clients select individual portfolio managers with compatible objectives, attitude and risk tolerance levels.
  • Retirement Planning
    Creating a comprehensive plan for your specific needs which includes evaluating your progress toward your desired retirement lifestyle.
  • Income Distribution Planning
    Creating a plan for a dependable and sustainable income which is integrated with social security and possible income from pensions.
3447 Robinhood Road Winston Salem, NC 27106
Blue Rock Wealth Management

Blue Rock Wealth Management is a team of advisors with over 15 years’ experience each and over 100 years collectively. Often, we shepherd individuals through life transitions including sale of a business, inheritance, divorce or loss of a spouse.

Our collaborative planning process makes clients feel truly heard. As a result, they trust us to take the reins, freeing them to focus on their families and careers, leaving them less stressed and more confident about their futures. We help people simplify their complex financial lives.

Services

  • Financial Checkup
    Many times potential clients question the choices they have made or are unsure of what if anything they need to be doing differently. We can help with a no-obligation, second opinion about your finances.
  • College & Education Planning
    The cost of college can be challenging to plan for because while websites for each college break down tuition, etc there are numerous other costs and factors associated with each year.
  • Retirement Planning
    Selecting the right time to retire is an important decision. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.
  • 401k Advice
    For business owners, retirement plans can be a great way to leverage for your own personal planning.
524 North Trade St. Winston-Salem, North Carolina 27101
Brendle Financial Group LLC: Steven E. Brendle CPA PFS CFP

At Brendle Crouse P.A. and Brendle Financial Group, LLC, we believe that life is a journey that should be shared with family, loved ones, friends and trusted advisors who can guide you along the way.

At Brendle Crouse P.A. we believe providing superior customer service and support to each of our clients is paramount to success. Brendle Financial Group’s tax-optimized approach to wealth management is designed to help clients reach their financial goals and make their aspirations a reality.

By comprehensively understanding your entire financial picture, the accounting professionals at Brendle Crouse P.A. will confirm that the taxes you pay are the very minimum required by law.

As your trusted CPA firm, we approach our relationship in a way that focuses as much on tax planning as it does on investment or risk management strategies. Brendle Financial Group, LLC provides clients with a combination of skills that ensures all aspects of your current wealth management plan are working in the most tax-optimized manner possible.

At Brendle Financial Group, LLC we work to build relationships that allow us to offer the best solutions for you.

As life changes occur, we’re right there with you to adjust your plan as needed. Whether it’s a marriage, birth, starting a business or investing for college, we’ll make sure you stay on track for the financial future you’ve envisioned.

4622 Country Club Road, Suite 220 Winston-Salem, North Carolina 27104
Cornerstone Wealth Partners

Cornerstone Wealth Partners is an independent wealth management firm providing holistic and comprehensive strategies for families, small business owners, and other professionals throughout the greater Piedmont Triad and Foothills Regions of NC.

We enthusiastically embrace the legal responsibility and obligation to serve our clients’ best interests at all times, knowing that it puts us on the “same side of the table” as we work together to understand and meet their wealth, personal, professional, family, retirement, and charitable goals.

Services

CASH FLOW

RISK MANAGEMENT

RETIREMENT INCOME

RETIREMENT PLANNING

EDUCATION PLANNING

ESTATE PLANNING

INSURANCE PLANNING

EMPLOYEE BENEFITS

INVESTMENT MANAGEMENT

4622 Country Club Road Suite 200 Winston-Salem, NC 27104
Covenant Financial Services

Every family situation is unique: unique needs, resources, vision. To properly address unique situations, we tailor our services to meet your family’s situation. Our Approach to Wealth Management focuses on the major concerns of successful individuals and couples.

Our approach includes a highly disciplined 5-Step Process that helps identify and address the key wealth management issues that impact success. We complement our approach with a select team of qualified professionals in a coordinated fashion to help you address your key financial goals.

Services

  • Wealth Enhancement
    Wealth Enhancement is the second major concern of successful individuals and couples. It involves the desire to mitigate income taxes.
  • Wealth Protection
    The fourth major concern reported by successful individuals and couples involves protecting their assets they have worked so hard to grow. Advanced Planning addresses developing barriers to prevent your assets from being unjustly taken.
  • Advanced Planning
    The next component of Our Approach to Wealth Management is Advanced Planning. Advanced Planning addresses the other 4 major areas of concern of successful individuals and couples.
  • Relationship Management
    The last component of Our Approach to Wealth Management is Relationship Management. Our formula for Relationship Management is Client Relationship Management + Professional Relationship Management.
301 North Main Street 24th Floor Winston-Salem, NC 27101
Darda Financial Services LLC

Darda Financial Services, LLC is a comprehensive fee-based wealth management and accounting services firm dedicated to providing each of our clients with the resources and advice they need to identify their long term goals and implement their plans.

How much risk are you comfortable with? How much risk do you need to take to achieve your goals? Because there is a tradeoff between risk and return, we’ll conduct a risk assessment to help you determine what’s right for you.

Anybody can sell you an investment. What is more difficult is to develop a successful strategy that makes sense for you. Plain and simple, our objective is to develop a strategy that will deliver long-term returns equal to or greater than the return needed to help you to achieve your goals in accordance to your risk level.

Money should never be an end goal by itself. Money is a tool that gives you options. The more options you have, the more fun life can be. If you’re interested in investing only because you want to be rich, then we’re not the advisor for you.

Services

  • Investment Management
  • Financial Planning
  • Accountancy
  • Insurance
8100 North Point Blvd. Suite F Winston-Salem, NC 27105
Hege Financial Group

Since 1979, Hege Financial Group has been serving Winston-Salem, North Carolina and the surrounding Triad area with individually tailored financial services and solutions; all coupled with an exceptional client service experience.

We understand you come to us with the big questions—How do I retire? How much do I need to save? How can I send my children to college? How can I protect my family from the unexpected?

How do I create a legacy for my family or community?—All of these (and many more) are pertinent questions that lead us into great discussions about your goals, your hopes and your dreams.

At Hege Financial Group, we understand that our charge is to be a trusted advisor, a coach, and to partner with you as you plan and journey into your financial future. And yes, we also provide our clients with the comprehensive financial strategies and solutions customized to fit their individual needs.

We realize that every situation is unique, and the strategies that we recommend and implement must be tailored and customized to each individual. In addition to financial advice, we utilize a vast array of financial products and solutions to address our clients’ needs.

1404 Plaza West Road Winston-Salem, NC 27103
Integrated Advisory Services

Integrated Advisory Services, LLC offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.

Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Integrated Advisory Services, LLC can help you every step of the way.

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Integrated Advisory Services, LLC aims to provide a continued education that will strengthen our working relationship.

Services

  • Investments and Retirement Planning
    During the course of the Retirement Income Confidence Process, we help clients tactically position assets in different buckets to maximize their income while also protecting cash flow against the many new risks they’ll face during this phase of life.
  • Estate and Legacy Transfer Planning
    Our firm uses a consultative approach focused on growing, protecting and preserving our clients’ legacies while implementing strategies to ensure that their desires are fully met. Our goal, acting as financial quarterback, is to provide families with the peace of mind they deserve.
  • Business Succession Planning
    The business is usually the owner’s largest asset and the source that greatly impacts the client’s retirement and estate plans
110 Oakwood Drive Suite 470 Winston-Salem, NC 27103
Maestro Wealth Advisors

To ensure success, all the components of retirement must harmonize. From investment decisions and income flows, to risk assessment and legacy planning.

Maestro Wealth Advisors is the conductor. We bring the players together and guide you through your retirement decisions. Schedule your complimentary conversation today and discover what your financial future might look like.

Retirement isn’t for sissies. You have to roll up your sleeves and tackle critical areas. There are five crucial rules that allow the best opportunity for building a successful income plan.

We’re a full-service, independent advisory firm dedicated to helping you meet and potentially exceed your financial goals at every stage of your life. First, we approach every relationship with a long-term vision.

Then we collaborate with you to develop a sound financial plan. Finally, we make any recommendations. By understanding your complete financial picture, we develop a deep understanding of what is required to help you achieve your goals.

Services

  • We Listen
    Taking time to carefully listen allows us to clearly understand your retirement vision.
  • We Adjust
    Life is full of surprises. That means your plans may need adjusting to ensure.
  • We Execute
    A plan not followed is ineffective. In executing your financial plan, we commit to staying the course.

 

755 Highland Oaks Drive, Suite 101 Winston-Salem, NC 27103
Mitchell Wealth Management Group

Mitchell Wealth Management Group, LLC is completely independent, so our loyalty belongs exclusively to our clients – not to a parent company.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Led by Myron D. Mitchell, Mitchell Wealth Management Group has been serving the Winston-Salem and surrounding communities for more than 25 years. We are a full-service, comprehensive financial consulting firm dedicated to helping clients build wealth and protect their hard-earned assets and plan for future generations.

The firm serves individuals and businesses in the areas of financial, estate, and retirement planning and retirement income distribution planning, tax management, education savings, 401k, risk management, profit sharing, simple and SEP plans, as well as employee and executive benefits.

Mitchell Wealth Management Group offers the critical advice and service needed to enhance our clients investment experience. Click here to learn more about the critical role of an advisor in your financial future.

Services

  • Investments
    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
  • Retirement
    We can help you build an income distribution and retirement strategy that will help you achieve your goals.
  • Estate Management and Planning
    Effective estate planning and management enables you to manage your affairs during your lifetime and beyond.
514 South Stratford Road, Suite 305, Winston-Salem, NC 27103

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria