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

Financial planning built for high-net-worth families.


Proudly based in Winston-Salem, serving the greater Triad area.

At Scholar Financial Advising, we specialize in simplifying the complexities of your wealth—from equity compensation and business exits to multigenerational strategies and charitable giving.

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 craft a financial strategy that fits your life—not someone else’s model.

✅ 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?

The majority of our clients are DIY investors who don’t want to hand over their investments to an advisory firm or pay an Assets Under Management (AUM) fee. They are typically looking for someone to pull all their financial pieces together and come up with a financial plan that they can execute with updates and check-in meetings. Read through 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