Welcome, Winston-Salem
Journal Readers!
A WCI Preferred Recommended Advisor
Here is the link to Schedule your Free Consultation or give us a call at (336) 360-6833
Expert Advice
Our team is highly credentialed to provide investment advice and financial planning in a tailored way for our clients. All of our advisors hold a Ph.D. and our advising team has a wealth of experience advising, teaching, and researching complex financial issues.
Stephan Shipe, Ph.D., CFA, CFP is the owner of Scholar Financial Advising LLC. He has a Ph.D. in finance from Florida State University, is a CFA Charterholder, and a CFP professional. In addition to his role at Scholar Financial Advising, he has previously taught finance at Wake Forest University, University of New Hampshire, and Florida State University.
More information on our advising team can be found on our About page.
Trust is very important in an advisory relationship. The client not only has to know that they can ask the questions that they want to ask and be given an honest and intelligent answer, but that their advisor is working on the questions they didn’t know they should ask.
This is why I like to be the only advisor involved in my client’s plans. I want to build that personal relationship that cultivates success in a financial plan.
Stephan Shipe, Ph.D., CFA
Owner and Advisor
Your Interests First
We pride ourselves on being an independent, fee-only financial planner providing fiduciary advice. There is already so much to worry about when following the advice of a financial planner that the last thing you should have to worry about is whether the advice you are following is truly in your best interest.
As a fiduciary, we are required to provide advice that is in your best interest. This means that we cannot put our interests above yours. In addition, we are not paid any commissions or a cut of sales behind the scenes.
There are no kickbacks for recommending that you buy a certain stock or purchase life insurance. There is no big commission check waiting for us when you purchase an annuity. When you receive advice it’s because we truly believe that it is in your best interest. Period.
We only provide fee-only financial advice. You pay a monthly retainer fee and you receive financial planning, advice, check-ins, reminders, and access to a personal financial advisor for any unexpected financial concerns that inevitably pop up in life. It’s that simple. No complex fee schedules, calculations, or account break points.
Local in Winston-Salem
Scholar Financial Advising LLC is located right here in Winston-Salem, NC. While we understand the value of face to face meetings, given the current state of local and national recommendations, all of our services can be provided remotely via web conferencing, document sharing, email, and phone calls for client convenience. We hope that since we are local, discussing your financial concerns over coffee or lunch is a possibility in the future.
Here is the link to Schedule your Free Consultation or give us a call at (336) 360-6833.
What’s Next?
Use the link below to schedule an Introductory Meeting. This initial call is completely free allows us to discuss whether our working together is a good fit.