CityvettedThe 10 Best Financial Advisors in Winston-Salem, NC
Choosing a financial advisor in Winston-Salem can be challenging due to the limited options and developing trust. Our rankings highlight the best local experts.
The financial advisory market in Winston-Salem is still forming, with only ten providers evaluated. This small pool means that competition is fierce, and you’ll find a mix of established firms and promising newcomers. The local landscape shows a clear leader, Horizon Financial Services, LLC, with a solid 4.8-star rating from 26 reviews, while the runner-up, Resolved Financial, impresses with a perfect 5-star rating from 16 reviews.
With most providers having under 50 reviews, potential clients should approach their choices carefully. Our list ranks the best financial advisors based on their Vetted Scores, which reflect their ratings and review counts. We update this list monthly to ensure accuracy, and no business pays for placement.
Our top picks
At a glance · three categoriesAll 0, compared
Data as of June 13, 2026| Business | Vetted Score | Google rating | Reviews | Best for |
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How we evaluated all 10 financial advisors.
To evaluate financial advisors in Winston-Salem, we examined multiple factors including customer ratings, the number of reviews, and overall service quality. Each business was rated on a scale from 0 to 100, resulting in a Vetted Score that reflects their standing in the local market.
Our methodology prioritizes transparency and objectivity. We compiled reviews from various platforms, ensuring that our rankings are based on real customer experiences. We refresh this list monthly to keep it relevant, and we do not accept payments for rankings.
The Vetted Score: six weighted factors
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
Full reviews
The rankings · in orderHow to choose a financial advisor in Winston-Salem
Selecting the right financial advisor involves understanding local options and your unique needs. Here are key considerations to guide you.
Evaluate Experience and Reputation
Look for advisors with a strong track record and positive reviews. Horizon Financial Services and Resolved Financial are top choices in this regard.
Consider Service Area and Accessibility
Ensure the advisor serves your specific location in Winston-Salem and can meet with you easily, whether in-person or virtually.
Check Licenses and Credentials
Verify that your advisor holds the necessary state licenses and certifications to provide financial advice in North Carolina.
What financial advisors cost in Winston-Salem
The cost of hiring a financial advisor can vary widely based on services offered and advisor experience. Here’s a breakdown of typical pricing tiers in Winston-Salem.
Frequently asked questions
How much does financial advising cost in Winston-Salem?
Fees for financial advising in Winston-Salem typically range from $100 to $300 per hour, depending on the advisor's experience and the complexity of your financial situation.
What should I look for in a financial advisor?
Consider their experience, specialties, and client reviews. Look for someone who aligns with your specific financial goals and needs.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
For most Winston-Salem residents: <strong>Horizon Financial Services, LLC</strong>
If you're looking for a well-reviewed advisor with a solid track record, Horizon Financial Services, LLC is your best bet. Their 4.8-star rating from 26 reviews indicates they have earned the trust of many clients. For those seeking a flawless experience, consider Resolved Financial, which has a perfect 5-star rating on 16 reviews, ideal for new investors or anyone wanting personalized, attentive service. Finally, if you prefer working with a newer firm, Maestro Wealth Advisors offers a fresh perspective despite their limited reviews, making them a promising option for clients willing to take a chance on an emerging provider.