Best Financial Advisors in Winston-Salem

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
230+
Advisors
4.7/5.0
Average Rating

Winston-Salem Financial Landscape

Home to a population of 236,441, Winston-Salem has a growing economy driven by healthcare, education, and manufacturing. The city is part of the Piedmont Triad metropolitan area, enhancing its economic potential.

Major industries
Healthcare, Education, Manufacturing
Population
236K (metro: 1.6M)
Median household income
$50,000
Unique needs
Winston-Salem requires tailored financial advice focusing on healthcare and education sectors.
Market Insights
Economic Growth
According to BEA (2023), Winston-Salem's economy has seen a steady growth rate of 2.5%, driven by healthcare and education sectors.
Wealth Demographics
According to Census (2023), the median household income in Winston-Salem is approximately $50,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Winston-Salem increasingly specialize in healthcare and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Winston-Salem is 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), the real estate market in Winston-Salem shows a 5% increase in home values, indicating potential bubble risks.
Business Environment
According to Fortune (2024), Winston-Salem's business climate is favorable, with incentives for startups and established firms in healthcare and tech.

Top 5 Financial Advisors in Winston-Salem

Maestro Wealth Advisors
★ ★ ★ ★ ★ 5
Salem Investment Counselors
★ ★ ★ ★ ★ 5
Horizon Financial Services, LLC
★ ★ ★ ★ ★ 5
Merrill Lynch Wealth Management
★ ★ ★ ★ ★ 5
Hege Financial Group
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Winston-Salem, 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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Winston-Salem-Specific Expertise
For Winston-Salem residents working in Healthcare, Education, Manufacturing, 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
Winston-Salem's healthcare and education sectors face funding risks. Real estate may be overvalued; monitor housing trends. Prepare for flooding and economic shifts.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby North Carolina locations

Charlotte Raleigh Greensboro Durham Winston-Salem Fayetteville Cary Wilmington