Stephan Shipe
Ph.D., CFA®, CFP®
Scholar Financial Advising LLC
Owner and Lead Advisor
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.
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
Stephan Shipe's Designations and Affiliations
Stephan Shipe is a CFA® charterholder
Media Mentions and Industry Involvement
View Research Conducted by Dr. Stephan Shipe
Stephan Shipe Published: "Readability of Financial Advisor Disclosures"
Stephan Shipe is Quoted on Wake Forest News: "Going remote, but staying connected"
Stephan Shipe's "Compensation of Investment Advisors" is Featured in The Journal of Investing
Stephan Shipe is Former Assistant Professor of Finance at the University of New Hampshire
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