Scholar Financial Advising, LLC

Stephan Shipe is a CFP®, CFA®, and Series 65-licensed advisor with five years of industry experience. He is currently with Scholar Financial Advising, LLC in Winston-Salem, NC, where he has worked since 2019. His prior roles include positions at Wake Forest University and the University of New Hampshire, as well as involvement with Innovative CE LLC. Scholar Financial Advising serves high-income and ultra high-net-worth individuals, offering comprehensive financial planning and advisory services primarily online. The firm employs a goal- and constraint-driven approach with a long-term, passive investment philosophy, emphasizing tax-aware asset allocation and periodic rebalancing without taking custody or discretionary authority over client accounts.

Dana Strickland is a financial advisor at Scholar Financial Advising, LLC with three years of industry experience. She holds a Series 65 designation and has a long-standing role as a professor at Wake Forest University, where she designs and teaches courses, mentors students, conducts research, and serves on committees. Scholar Financial Advising serves high-income and ultra high-net-worth individuals, providing comprehensive financial planning and advisory support primarily through online digital tools. The firm employs a goal- and constraint-driven approach with a focus on tax-aware asset allocation and offers fee structures that do not rely on assets under management.

Evan Mills is a financial advisor with Scholar Financial Advising, LLC in Winston-Salem, NC. He holds a Series 65 designation and has just under two years of industry experience. His prior work includes roles in education and landscaping, along with positions at Greener Group LLC and James A. Martin Company, Inc. Scholar Financial Advising serves individual clients, focusing on high-income and ultra high-net-worth households through comprehensive financial planning and advisory support. The firm emphasizes a long-term, tax-aware investment approach delivered primarily online, operating on flat, hourly, and recurring fee models without managing client assets directly.

Noah Lewis is a financial advisor at Scholar Financial Advising, LLC in Winston-Salem, NC, holding a Series 65 license with one year of industry experience. His prior roles include positions at Dixon and Company Wealth Management and Consolidated Planning, Inc., as well as teaching experience at the University of North Carolina at Charlotte and Forsyth Technical Community College. He is also licensed as an insurance agent. Scholar Financial Advising serves high-income and ultra high-net-worth individuals, providing comprehensive financial planning and advisory services primarily through digital platforms. The firm emphasizes goal-driven, tax-aware investment strategies and operates on a flat-fee model without managing client assets directly.