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Intentional Planning. Abundant Living.

Personal Finance is more PERSONAL than FINANCE.

Who We Work With

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"If you want to go quickly, go alone. If you want to go far, go together." - African proverb

At High Point Financial Design, financial planning feels like HOME.

High Point Financial Design is an independently owned, multi-generational firm built on family values and driven by principles.

For over 30 years, our family has strived to help families across the country pursue their version of financial abundance. There are consistent topics when clients tell us what is most important in their lives: family, friends, faith, health and time. Clients often become like family, as we work together through what are often some of the most important and private concerns in their lives. Engaging with people we care about in all of life’s moments, big and small - that is the reason we love our work.

The success of our financial design practice comes from keeping clients’ interest at the forefront of decisions we make.

Our vision: through stewardship, we strive to educate and empower our clients with the ability to pursue greater financial wellbeing.

We believe our responsibility as Financial Designers is to help people improve their lives, make better choices concerning their money, and positively impact their financial wellness. This is our one, extraordinary, and obsessive focus.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck


"The most important decision we make is whether we believe we live in a friendly or hostile universe." - Albert Einstein

What is Financial Design?

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Join us for Coffee and a Second Opinion

Over the years, some of our best clients have come from introductions from others and these relationships often start over a cup of coffee. We’ve said before, sometimes the best investment is a conversation. ​


We would be honored to offer you a cup of coffee and listen to what is most important to you. It is a chance for you to share any concerns you have about your finances. ​ ​


Our initial visits are complementary and completely confidentially. Our objective is to get to know each other and explore ways we could work together.


Just let us know us know if you prefer milk or cream​.


If High Point is too far to travel for coffee, we are glad to set up a virtual visit so you can meet us from the comfort of your home.


Click the button below to schedule an appointment with us.

Contact Us

Message Us

Tel. (336) 781-4525

212 W Lexington Ave Suite 101,

High Point, NC 27262

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