Hege Financial Group, established in 1979 by Ed Hege, is a multi-generational, family-owned financial advisory firm based in Winston-Salem, North Carolina. Currently led by President & CEO Will Hege, CFP®, the firm has grown to serve over 600 families with a team that includes two CERTIFIED FINANCIAL PLANNER™ professionals and a Chartered Life Underwriter (CLU) .

The firm offers a comprehensive suite of services, including investment management, retirement planning, estate strategies, insurance solutions, tax planning, and collaborative coordination with clients’ attorneys and CPAs. Hege Financial Group is particularly suited for individuals with $250,000 or more in investable assets, charging an annual fee ranging from 0.6% to 1.5% of assets under management .

Their client engagement process is structured and personalized, beginning with a complimentary 15-minute introductory call, followed by a Discovery Meeting to understand clients’ financial goals. Subsequent steps include creating and implementing a tailored financial roadmap, with ongoing monitoring and communication to ensure alignment with clients’ objectives .