Smith Salley & Associates

Stearns Financial Group, based in Greensboro, NC, is a wealth management firm dedicated to guiding individuals and families towards financial confidence and clarity. Their team helps clients illuminate and implement personalized financial goals, offering services such as financial planning, investment management, and values-based investing. Specializing in serving multigenerational families, business owners, women in motion, wealth builders, pre-retirees, and retirees, Stearns Financial Group aims to help clients build rich lives with confidence and clarity. With a focus on establishing values, planning legacies, and navigating challenging life transitions, the firm provides tailored financial solutions to meet the diverse needs of their clients.Generated from the website

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients best interests are the driving force in the relationship.

Arbor Investment Advisors is an independent, privately-owned investment management firm based in Winston Salem, NC, founded in 1998. The firm specializes in providing tailored solutions for high-net-worth individuals, foundations, and retirement plan trustees, emphasizing a strong commitment to service and trust. With a team of experienced and credentialed professionals, Arbor prioritizes personalized service and collaboration to meet each client's unique needs. The leadership includes seasoned advisors such as Scott E. Cawood, Scott D. Jones, and Erika L. Mielke, all dedicated to fostering strong client relationships and achieving financial goals. Generated from the website