Financial Consulting in Winston Salem

Personal Financial Consulting

Scholar Financial Advising’s primary service is personal financial consulting. We create personalized financial plans for individuals as an independent fee-only fiduciary advisor. For more information on our process and who you would be working with, check out our page dedicated to our financial advising services.

Business Financial Consulting

Businesses of all sizes need financial advice. The difference between large and small companies is access to this information. Large firms have finance departments and a CFO to analyze, interpret, and plan for their finances. Small business owners do not have the luxury of hiring multiple full-time employees to handle their finances. Instead, these financial tasks are stacked on the shoulders of the business owner along with the weight of all the other roles taken on by business owners.

We offer financial consulting here in Winston-Salem to local businesses. Consulting needs are unique to the individual firm but could include long term financial advising, analyzing project options, cost-benefit analyses, or creating and analyzing trends in revenue.

Contact us to set up a welcome meeting. We can discuss your consulting needs and provide you with more information about our services. There is no pressure to sign a contract. This meeting is purely informational so that you can decide whether you would like to move forward with a more personalized plan.

Hello and welcome to all visitors from White Coat Investor! At Scholar Financial Advising, we specialize in providing hourly, fee-only financial planning services designed exclusively for DIY physicians. We understand the unique financial pressures you face—from tax efficiency and investment strategy to student loans and planning for a secure retirement—and we’re here to help.