We are pleased to announce that Delegate Advisors has been named on AdvisoryHQ’s 2021-2022 ranking of the Top 10 Financial Advisors in Greensboro, Chapel Hill and Winston-Salem, North Carolina. This list rates each of the year’s top 10 firms based on a star system, with Delegate earning the top honor of five stars.
AdvisoryHQ compiles this annual list in an effort to assist wealthy families on the journey to finding a trusted financial advisor who can fit their unique needs and help them meet their financial goals. The publication reviews hundreds of firms in the Chapel Hill, Greensboro and Winston-Salem area and then selects and rates the most elite 10 firms utilizing a “Top-Down Advisor Selection Methodology.” This methodology is based on a variety of factors, including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence and wealth of experience.
According to AdvisoryHQ, some of the key reasons behind Delegate’s ranking as one of this year’s top financial advisors in the area includes the firm’s clear investment philosophy and strong philosophical and ethical values.
“With an experienced team, a wide range of services, and a commitment to trust and transparency, Delegate Advisors easily solidifies their 5-star rating as one of the best financial planners in North Carolina to consider partnering with in 2021-2022,” explains AdvisoryHQ.
To view the complete 2021-2022 list of Top 10 Financial Advisors in Greensboro, Chapel Hill & Winston-Salem, North Carolina, click here.