Your Personal Financial Advisor

Greg Smith Investments in Asheboro, NC is here to help you make the most of your money. If you are close to retirement and unsure about what to do with your savings, talk to us. Greg has helped many individuals and families with investments and retirement planning for the past two decades.

Greg received his Bachelor's Degree in Business and Marketing from Appalachian State University in Boone, NC. He began his financial services career with Jefferson Pilot and Mid-Carolina Financial Group in Greensboro, NC.

In 1994, he established his own firm in downtown Greensboro to provide investments and retirement planning. Then, in 1999, he moved back to Asheboro.

Independent and Objective Advice

As an independent advisor and a small business owner, Greg is completely objective since he is not required to push or sell products or services, unlike most major investment firms. He is not an employee of a bank or brokerage firm. This independence allows Greg to work for his clients without sales quotas or corporate agendas.

Greg’s primary focus is retirement income planning. He specializes in:

His clients come from all age groups, but he usually helps people above 55 in managing their investments and retirement income. Greg can spend as much time as needed with clients to find the right solutions for their requirements.

Investment Philosophy

Our mission is to manage your entire portfolio by diversifying between stock and bond market investments, and fixed rate investments. The main objective, in most cases, is to build a nest egg that will provide a lifetime retirement income.

When it comes to managing your investments, we will tailor a plan just for you. We can use an annual fee approach or a traditional one-time commission approach, whichever fits your needs and your investment timeline.

The fee or commissions are not as vital as the "investment returns" over time. Investment returns are more important than the type of investment you choose.

All accounts are reviewed on a monthly basis and client reviews can be set as often as possible. We do not charge anything to meet or to answer your financial questions. All financial plans are free of charge. The ultimate goal is to earn your business.

Have your insurance and investments reviewed for free!
Fill out our online form or call us at 336-672-2155.