Best Financial Advisors in High Point

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
100+
Advisors
4.5/5.0
Average Rating

High Point Financial Landscape

High Point's economy is driven by manufacturing, particularly in furniture and textiles. The city is strategically located in the Piedmont Triad region, enhancing its logistical advantages.

Major industries
Furniture, Textiles, Logistics
Population
107.7K (metro: 1.6M)
Median household income
$52,000
Unique needs
High Point requires investment in sustainable industries and housing stability to mitigate economic fluctuations.
Market Insights
Economic Growth
According to BEA (2023), High Point's economy has shown steady growth, driven by manufacturing and logistics sectors.
Wealth Demographics
According to Census (2023), the median income in High Point is $52,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), advisors in High Point are increasingly focusing on retirement planning and real estate investment.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in High Point remains below the national average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), High Point's real estate market is experiencing rapid appreciation, raising concerns about affordability.
Business Environment
According to Fortune (2024), High Point's business climate is favorable, with incentives for manufacturing and logistics firms.

Top 5 Financial Advisors in High Point

High Point Financial Design
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jordan Lessard, AAMS®
★ ★ ★ ★ ★ 5
TerraWealth - Corporate Headquarters
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Ray Kuethe, CFP®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Ashley M Pritchett, CEPA®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in High Point, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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High Point-Specific Expertise
For High Point residents working in Furniture, Textiles, Logistics, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
High Point's reliance on furniture manufacturing poses economic risks. Real estate prices are rising, indicating potential bubble risks. Prepare for severe weather impacts like tornadoes.

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