Armfield Wealth
A fee-based registered investment advisor in High Point, NC, offering financial, tax, and estate planning for families.
Last updated September 1, 2026
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Overview
Armfield Wealth is a fee-based registered investment advisor based in High Point, NC, serving the Piedmont Triad. The firm provides financial planning, tax planning, estate planning, investment management, and risk management. It partners with Visionary Square for infrastructure and custodies assets at Charles Schwab or Fidelity Investments.
History
Armfield Wealth is a registered investment advisor based in High Point, NC. The firm emphasizes working with one advisor who knows the client well, with over eighteen years of experience. It partners with Visionary Square, an advisor network that has grown from seven original advisors in 2013 to over 260 partners across 141 firms in 28 states. Investment advice is offered through Independent Advisor Alliance, LLC. Client assets are held at Charles Schwab or Fidelity Investments.
Products and positioning
Independent, fee-based registered investment advisor focused on personalized advice for families.
Product categories. Financial Planning · Tax Planning · Estate Planning · Investment Management · Risk Management
Sources5 sources
- 1Armfield Wealth — Financial Advisors in High Point, NCarmfieldwealth.com
- 2About Our Wealth Management Firm | Armfield Wealtharmfieldwealth.com
- 3Financial Planning & Wealth Management | Armfield Wealtharmfieldwealth.com
- 4Tax Planning, High Point NC | Armfield Wealtharmfieldwealth.com
- 5Armfield Wealthwikidata.org
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