Your Local High Point Advisor

The guidance you need…financial advisor in high point

If you’re looking for an experienced advisor in High Point, you’ve come to the right place. While we serve clients throughout the Carolinas, our corporate office is located right here in beautiful High Point, North Carolina. Since 2002, we have helped our clients in North and South Carolina plan for retirement, make decisions about passing assets to beneficiaries, and enjoy a more comfortable retirement future.

Service you can trust…

As your advisors in High Point, we understand that your needs are as unique as you are. No two clients are ever the same, so we spend time getting to know you and learning about your specific goals for the future. We coordinate with some of the top financial service professionals in North Carolina, so that we can offer you comprehensive service that addresses all of your objectives. We understand that planning your future is a collaborative effort, so we’re willing to work with your current team or refer you to tax specialists, estate planning attorneys, or other firms as needed. We believe that a teamwork approach is the best way to ensure all of your needs are met.

A personal approach….

There are many items which come pre-packaged and sold in stores, but your retirement dream isn’t one of them. We understand that your goals are as unique as you are. The first step in our process is to sit down with you and get to know you on a personal level. Once we’ve identified your financial strengths and weaknesses, and we’ve discussed your objectives for the future, then we can work together to assemble a financial plan that meets both your expectations and abilities.

No hidden fees…

When you’re looking for an advisor in High Point, one of your first concerns may be hidden costs and fees. You certainly do not want to invest time and money into a relationship that does not work for you! That us why our initial consultation with you is complimentary. We want you to feel comfortable with us, and vice versa, before we move forward. All future service fees will be fully disclosed to you beforehand, so that you’re never surprised or pressured into something you do not want.

The flexibility and convenience you need….

As your advisor in High Point, we will be happy to schedule meetings with you in our office. However, many of our clients lead busy lifestyles of travel, work, and social obligations. That’s why we also offer phone conferences and online meetings to accommodate your schedule. No matter where you are in the world, we’re just a phone call or video chat away. Rest assured your future is in the best hands, and we are always here when you need us.

Have questions? Need assistance?

Use the form below to schedule an appointment.

    Call 877-281-8282 or email to speak with an agent.