Clarity. Confidence. Fiduciary Advice from Ph.D.-Level Experts.


Financial planning proudly based in Winston-Salem, serving the greater Triad area.

At Scholar Financial Advising, we specialize in simplifying the complexities of wealth—so you can focus on what matters most. Whether you’re navigating equity compensation, preparing for a business exit, building a multigenerational plan, or giving to causes you care about, we help you make confident, well-informed decisions.

We work exclusively as fiduciaries, with no product sales, hidden incentives, or AUM fees. Every strategy is personalized, grounded in deep financial expertise, and designed around your goals—not someone else’s playbook.

You stay in control of your accounts. We provide the blueprint.

A Different Kind of Financial Advisor

  • Truly Fee-Only. Flat-fee or monthly retainer pricing. No commissions. No AUM.
  • Academic & Practical Expertise. Every advisor holds a Ph.D. in finance.
  • Customized Strategy. Your plan is as unique as your goals.
Financial Advisor and Financial Analyst discussing a client plan presentation

You Deserve Better Than Cookie-Cutter Advice

Where traditional financial advice ends, our specialty begins. You’ll be paired with a dedicated fiduciary advisor, backed by our full team of experts, to create a plan that’s built for your life—your values, your priorities, your future.

✅ No AUM fees
✅ No product sales
✅ No conflicts of interest
✅ Local experts in Winston-Salem serving Triad families

Scholar Advising office lobby with couch and chairs

Who is a Good Fit?

Many of our clients are experienced, independent investors who don’t want to hand over their portfolios—or pay a percentage of their assets—to an advisory firm. Instead, they want an expert partner to bring all the moving parts together into one clear, cohesive plan.

We provide the structure and expertise. You stay in control.

Want to see how we work in real life? Browse our case studies to get an idea of the types of clients we work with and what issues we are working through.

Start Your Journey to Financial Confidence

Ready to take the next step? Complete our intake form to receive a complimentary personalized proposal and follow-up from our team within one to three business days.

Begin Your Journey