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Craig F

Series 66

Winston-Salem, NC

Wealthcare Advisory Partners LLC

Craig Fishel is a financial advisor at Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Horace Mann Investors, Edward Jones, Guardian Life, Consolidated Planning, and Prudential Financial Planning Services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Colby D

Series 65

Winston-Salem, NC

Wealthcare Advisory Partners LLC

Colby Davis is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 65 designation and four years of industry experience. His background includes roles at Triad Advisors, Inc. and several related financial and consulting firms. Outside of advising, he has been involved in insurance sales and administration through Carolina Financial Professionals. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, employing a goals-based approach that integrates proprietary software and behavioral economics alongside both passive and active investment strategies.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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William T

Series 63, Series 65

Winston-Salem, NC

Wealthcare Advisory Partners LLC

William Thornton is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at M. S. Howells & Co., Efficient Advisors, and Carolina Financial Professionals. He serves as treasurer for the Bethel Methodist Men, overseeing fundraising and charitable activities. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and a behavioral economics framework, employing both passive and active investment strategies along with dynamic rebalancing.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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