Stephan Shipe
Stephan Shipe
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Stephan Shipe

Ph.D., CFA®, CFP®


Scholar Financial Advising LLC

Owner and Lead Advisor


Winston-Salem, NC
Anywhere / Virtual Meetings

Hourly, Fee-only financial advice. Serving clients in Winston-Salem and virtually across the country.

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Scholar Financial Advising is an independent, fee-only investment advisory firm focused on
providing individuals with fiduciary financial planning services on an hourly project or monthly
retainer basis. We help physicians take back their time by providing strategies and financial
plans that they can implement.

Our advisors hold at minimum a Ph.D. in Finance and Stephan Shipe, the firm’s lead advisor, is
also a CFA charterholder and CFP® Professional.

Our mission is to Educate, Empower, and Encourage. We like to think outside of the box and enjoy
working on more complex financial situations like those that typically surround physicians and
highly compensated individuals. We believe that clients should manage their own accounts and our
role is truly that of an advisor. We emphasize custom plans and the importance of building a
strong advisor/client relationship.

Get to Know Stephan Shipe

Stephan Shipe, PhD, CFA, CFP® is the owner of and lead advisor for Scholar Advising. He holds a Ph.D. in Finance with a support area in econometrics from Florida State University. He is also a CFA Charterholder of the Chartered Financial Analyst Institute and has completed the CERTIFIED FINANCIAL PLANNER™ certification making him a CFP® professional.

Dr. Shipe started Scholar Financial Advising in 2018 and enjoys working with clients on complex financial situations. He has published academic articles and analyzed data related to investor behavior, executive compensation, and investor protection. This research agenda has led him to be invited to work with regulators on new laws related to investment advisor fee disclosures. He has taught university finance courses at Wake Forest University, University of New Hampshire, and Florida State University. His financial interests are centered on quantitative focused financial topics such as equity markets, financial risk analysis, and financial data analytics. When not working, he enjoys camping with his family, hiking, and riding his motorcycle.

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I Can Help You With:

  • Hourly Financial Planning
  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Advice
  • Ongoing Retainer Advising

Ideal Clients:

  • Business Owners and Executives
  • Physicians
  • Complex Financial Situations
  • Sudden Money Situations
  • DIY Investors

Office Locations

  • By Appointment Only - Winston-Salem, NC 27106

  • By Appointment - Charlotte, NC 28211

  • By Appointment - Raleigh, NC 27613

  • By Appointment - Asheville, NC 28801

  • By Appointment - Wilmington, NC 28401

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

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