Finding the right investment firm can make a significant impact on your long-term financial success. Whether you’re building a diversified portfolio, planning for retirement, or seeking strategic growth opportunities, working with a trusted investment partner can help you navigate the complexities of today’s markets with confidence.
If you’re in Greensboro and looking for professional investment guidance, consider these reputable investment firms known for their personalized strategies, fiduciary responsibility, and strong grasp of the regional economic landscape.
- Spartan Planning Group
- LeFever Financial
- GCG Wealth Management
- The Cordell Group
- Midtown Financial Advisors
- JD Financial Group and Associates Inc
- Button & Button Wealth Management
- Trinity Wealth Management Financial Advisors in Greensboro NC
- LoNano Financial Advisors Inc.
- Capital Management
1. Spartan Planning Group
Spartan Planning Group is a fee-only financial advisory firm based in Greensboro, North Carolina, dedicated to providing comprehensive financial planning services to individuals, families, and organizations. Their team of certified financial planners offers a range of services, including retirement planning, investment management, tax strategies, estate planning, insurance, and corporate retirement plan services.
2. LeFever Financial
LeFever Financial, Inc. is an independent financial advisory firm based in Greensboro, North Carolina, founded in 2002. The firm specializes in providing comprehensive financial planning and investment advice to clients aged 60 and above, focusing on retirement and post-retirement strategies. Their services include retirement planning, investment management, estate planning, and insurance solutions such as life insurance and long-term care coverage. LeFever Financial emphasizes a client-centered approach, offering unbiased advice without the influence of sales quotas or company-sponsored products.
3. GCG Wealth Management
GCG Wealth Management is an independent financial advisory firm headquartered in Charlotte, North Carolina, with an office in Greensboro at 717 Green Valley Road, Suite 100. Established in 1994, the firm manages over $1 billion in client assets and offers a comprehensive range of services, including financial planning, retirement planning, estate and trust planning, business solutions, ultra-high-net-worth asset allocation, and life insurance and risk management. Their approach emphasizes personalized strategies tailored to each client’s unique financial situation and goals.
4. The Cordell Group
The Cordell Group, Inc. is a financial services firm based in Greensboro, North Carolina, dedicated to providing personalized wealth management solutions. Founded in 1995, the firm focuses on building long-term relationships with clients by offering transparent and actionable financial advice. Their services encompass wealth accumulation and preservation strategies, including retirement planning, education funding, and home ownership goals.
5. Midtown Financial Advisors
Midtown Financial Advisors is an independent fiduciary financial planning firm based in Greensboro, North Carolina. With over 120 years of combined experience, the firm offers comprehensive services including retirement planning, investment management, estate strategies, and wealth preservation. Their approach emphasizes personalized strategies tailored to clients’ unique financial goals, ensuring clarity and confidence about their financial futures . endover Avenue, Midtown Financial Advisors is led by managing partners Jeff Phillips and Lori Haddock. The firm is affiliated with Cetera Advisors LLC, a registered broker-dealer and investment advisor, providing clients with access to a wide range of financial products and services . Their team is dedicated to building long-term relationships based on trust, collaboration, and a commitment to helping clients achieve their financial aspirations.
6. JD Financial Group and Associates Inc
JD Financial Group and Associates Inc is a financial services firm based in Greensboro, North Carolina, committed to empowering individuals and businesses through comprehensive financial planning. Founded by James Q. Dean, the firm operates with the mission of “Building Communities through Financial Wellness,” emphasizing personalized strategies that address unique financial challenges at every stage of life .
7. Button & Button Wealth Management
Button & Button Wealth Management is a boutique, fee-only financial advisory firm based in Greensboro, North Carolina. Established by father-and-son duo Don and Nick Button, the firm leverages their extensive backgrounds in accounting and wealth management to offer personalized financial planning services. Don’s experience includes roles at Deloitte & Touche and The Todd Organization, while Nick has worked with PricewaterhouseCoopers and Ernst & Young, specializing in financial services and income tax provisions.
8. Trinity Wealth Management Financial Advisors in Greensboro NC
Trinity Wealth Management is a veteran-owned, independent financial advisory firm based in Berwyn, Pennsylvania, committed to delivering personalized, fiduciary-driven financial solutions. With a client-centric philosophy, the firm offers comprehensive services including financial planning, investment management, retirement strategies, and tax-efficient wealth preservation, all tailored to individual and business needs. Emphasizing core values of integrity, honesty, education, independence, and service, Trinity Wealth Management employs a holistic approach to align clients’ financial plans with their life goals. Their three-step process—Discover, Analyze, Recommend—ensures that each plan is dynamic and adaptable to life’s changes, providing clients with confidence and clarity in their financial journey. By integrating advanced tools and personalized strategies, Trinity Wealth Management empowers clients to achieve financial peace of mind and live a life of purpose.
9. LoNano Financial Advisors Inc.
Lono Capital is a private equity firm based in Plano, Texas, specializing in alternative investments with a focus on oil and gas assets. With over 25 years of industry experience, the firm identifies and partners with promising small and medium-sized enterprises to generate superior returns for its investors. Lono Capital emphasizes direct asset ownership in oil and natural gas wells, offering investors significant tax benefits and potential for strong returns due to record-breaking growth and consumption in the energy sector. The firm’s strategic approach involves acquiring and aggregating producing and non-producing mineral, royalty, overriding royalty, and non-operating interests in currently producing and latent oil and gas leases. By leveraging technical expertise and industry partnerships, Lono Capital maintains a low general and administrative expense while focusing on unique investment opportunities to accelerate growth and profitability. Their commitment to excellence and quality work positions them as a catalyst for innovation and sustainability in the energy sector.
10. Capital Management
Capital Management, LLC is a Greensboro, North Carolina-based independent wealth management firm that has been guiding clients toward financial security since 1980. With over 125 years of combined experience, their team of seasoned advisors specializes in crafting comprehensive financial plans tailored to individual goals and risk tolerances. Their services encompass investment management, asset allocation, tax strategies, estate planning, insurance solutions, and business succession planning. Emphasizing a client-centric approach, Capital Management fosters long-term relationships through regular financial evaluations and quarterly reviews, ensuring strategies evolve with clients’ changing needs. Operating without affiliations to any financial institutions, they offer unbiased advice, focusing solely on clients’ best interests. This dedication to personalized service and holistic financial planning has made Capital Management a trusted partner for individuals and families seeking to navigate their financial futures with confidence.
Showcase your recognition by adding our award badge to your website! Simply copy the code below and embed it on your site to highlight your achievement.
