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holderness investments co

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holderness investments cogreensboro, NC

Additional Information

Greensboro-based registered investment adviser providing personalized wealth management solutions, investment management, and comprehensive financial planning for individuals and families since 1995. Operates as a fiduciary and coordinates with clients' other professional advisors.

Registered investment adviser

Specializes in

High-net-worth familiesLegacy investment planningTax-efficient investment strategiesEstate planning coordinationRetirement planningTax loss harvesting

Services

Custom investment managementComprehensive financial planningEstate planning reviewIncome tax coordinationPortfolio monitoring and managementIn-house research of individual stocks and investmentsWealth management for multi-generational families

Established 1995 · Serving Greensboro, Charlotte

Additional information extracted from the firm's public website. Last updated: September 16, 2026

Contact Information

Phone: 336-574-1400

Website: http://www.holdernessinvestments.com

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Frequently Asked Questions

How much does a financial advisor cost in greensboro?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.