Scholar Financial Advising, LLC

Stephan Shipe is a CFP®, CFA®, and Series 65-registered advisor at Scholar Financial Advising, LLC with four years of industry experience. He has been with Scholar Financial Advising since 2019 and has previous experience at Wake Forest University, the University of New Hampshire, and Innovative CE LLC. Scholar Financial Advising serves high-income and ultra high-net-worth individuals, offering comprehensive financial planning and a Signature Coaching Program that provides family-office style coordination primarily through online platforms. The firm follows a long-term, allocation-driven investment approach emphasizing passive market exposures, tax-aware asset location, and periodic rebalancing.

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 been with Scholar Financial Advising since 2022. In addition to her advisory role, Strickland is a professor at Wake Forest University, where she has taught and conducted research since 2008. Scholar Financial Advising serves high-income and ultra high-net-worth individuals, offering comprehensive financial planning and a family-office style Signature Coaching Program primarily through online platforms. The firm employs a long-term, allocation-driven investment approach focused on passive market exposures, tax-aware strategies, and does not take custody or discretionary authority over client accounts.

Evan Mills is a financial advisor at Scholar Financial Advising, LLC in Winston Salem, NC, holding a Series 65 designation with several years of diverse work experience including roles in education and landscaping. His background includes multiple positions at James A. Martin Company, Inc. and teaching experience at High Point University and local school districts. Scholar Financial Advising serves individual clients, particularly high-income and ultra high-net-worth individuals, offering comprehensive financial planning and a Signature Coaching Program with family-office style coordination. The firm emphasizes a long-term, allocation-driven investment approach with a focus on passive market exposures and tax-aware asset location, delivering services primarily through online platforms.

Derek Cheshire is a CFP® with 12 years of industry experience, currently serving at Scholar Financial Advising, LLC. His prior experience includes roles at Origin Financial, Securities America, Inc., and Ameriprise Financial Services, Inc. Outside of advisory work, he provides tax preparation and bookkeeping services through Cheshire Financial Services and offers outsourced CFO services via Level 10 CFO. Scholar Financial Advising serves high-income and ultra high-net-worth individuals, delivering comprehensive financial planning and a Signature Coaching Program primarily through online platforms. The firm emphasizes a long-term, allocation-driven investment approach focused on passive market exposures and tax-aware asset location, operating on a flat-fee and hourly project basis rather than traditional asset-based fees.

Noah Lewis is a financial advisor at Scholar Financial Advising, LLC, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Dixon and Company Wealth Management, Consolidated Planning, Inc., and teaching roles at the University of North Carolina at Charlotte and Forsyth Technical Community College. Scholar Financial Advising serves individual clients, particularly high-income and ultra high-net-worth individuals, offering comprehensive financial planning and a Signature Coaching Program delivered primarily online. The firm’s investment approach emphasizes long-term, allocation-driven strategies using passive market exposures, tax-aware asset location, and periodic rebalancing.