Find a Financial Planner in Greensboro, NC

 

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We Only Work With The Best Greensboro Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Greensboro, NC


  • Financial Advisor Close to Greensboro, NC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Greensboro Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Greensboro area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Greensboro is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
16.9% of Greensboro's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Greensboro area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Greensboro area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Greensboro area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Greensboro area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. North Carolina has unique laws defining which actions trigger a taxable event and has the 17th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Greensboro area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Greensboro area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Greensboro, NC


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Greensboro, NC

We evaluated over 13,000 RIA firms to bring you the best of the best Greensboro financial advisors.
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How Retirement-Friendly is Greensboro, NC?

  • Population: 291,303
  • % of Population 62 Years and Over: 16.9%
  • Average Home Value: $157,300
  • Average Monthly Housing Cost: $916
  • Average Household Income: $71,453
  • North Carolina Total Tax Burden: 8.07% (17th Lowest in U.S.)
  • North Carolina Property Tax: 2.15% (10th Lowest in U.S.)
  • North Carolina Individual Income Tax: 2.63% (15th Highest in U.S.)
  • North Carolina Sales and Excise Tax: 3.29% (24th Lowest in U.S.)


The Top Financial Advisor Firms in Greensboro, NC


VN CAPITAL MANAGEMENT, LLC

Website

(336) 897-1615

1250 Revolution Mill Drive
Suite 181
Greensboro, NC 27405

SEC#: 801-77998
Years in Business: 8 years

BLUEPRINT FUND MANAGEMENT

Website

(336) 609-7522

1250 Revolution Mill Drive
Suite 150
Greensboro, NC 27405

SEC#: 801-117790
Years in Business: 1 years

TRIAD FINANCIAL ADVISORS, INC.

Website

(336) 230-0071

3623 N. Elm Street
Suite 102
Greensboro, NC 27455

SEC#: 801-80645
Years in Business: 6 years

TRENT CAPITAL MANAGEMENT INC

Website

(336) 282-9302

3150 North Elm St,Ste 204

Greensboro, NC 27408

SEC#: 801-34570
Years in Business: 32 years

CAPITAL MANAGEMENT LLC

Website

(336) 856-2911

628 Green Valley Road
Suite 204
Greensboro, NC 27408

SEC#: 801-55753
Years in Business: 23 years

GRANVILLE CAPITAL, INC.

Website

(336) 273-8544

300 North Greene Street
Suite 1750
Greensboro, NC 27401

SEC#: 801-62098
Years in Business: 18 years

ZURAW FINANCIAL ADVISORS, LLC

Website

(336) 290-T101

806 Green Valley Road
Suite 201
Greensboro, NC 27408

SEC#: 801-80364
Years in Business: 6 years

HOLDERNESS INVESTMENTS CO

Website

(336) 574-1400

2102 N. Elm Street
Suite C
Greensboro, NC 27408

SEC#: 801-49875
Years in Business: 25 years

CASCADES CAPITAL ASSET MANAGEMENT, LLC

Website

(336) 404-4746

1834 Pembroke Road
Suite 4
Greensboro, NC 27408

SEC#: 801-113166
Years in Business: 3 years

DMJ WEALTH ADVISORS, LLC

Website

(336) 275-9886

703 Green Valley Road
Suite 201
Greensboro, NC 27408

SEC#: 801-115247
Years in Business: 2 years