Intentional Planning.

Abundant Living.

We're not like everyone else,
but neither are you

What is Financial Design?

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


About Us

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 to pursue their version of financial abundance. There are consistent topics when clients tell us what is most important in the lives of our clients are: family, friends, faith, health and time. Often, clients become like family, as we work together through what are often some of the most important and  private concerns in their lives. That commitment is why our family opened our own practice: to serve you. 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 family focused practice comes from keeping clients' interest at the forefront of every decision we make.


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


We believe it's 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.

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


Our Content


Clinard's Four C's






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.



Phone: 336-781-4525

Toll-free: 888-988-6101

Fax: 336-885-0421

4035 Premier Drive, Suite 201

High Point, NC  27265

(Smith Leonard building, second floor)

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

High Point Financial Design is a DBA for Clinard Financial, LLC. Investment advice offered through GWM Advisors, a registered investment advisor. Securities offered through LPL Financial. Member FINRA/SIPC. Clinard Financial, LLC and GWM Advisors are separate entities from LPL Financial.

The LPL Financial registered representative associated with this website may discuss and/or transact securities business only with residents of the following states: FL, GA, MA, NJ, NC, SC, TX, and VA

GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.