Armfield Wealth

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.

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.

Independent, fee-based registered investment advisor focused on personalized advice for families.

Product categories. Financial Planning · Tax Planning · Estate Planning · Investment Management · Risk Management

1. Armfield Wealth — Financial Advisors in High Point, NC
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