Timonier, Wealth Beyond Financial
Welcome to Timonier, Wealth Beyond Financial, a wealth advisory and management firm located in Winston-Salem, NC. Our philosophy is simple, work with integrity, transparency, dedication and consistency to achieve our clients goals. Our business is a multi-dimensional, multi-generational, holistic wealth advisory firm comprised as a family office. Our group of distinguished professionals service our private wealth and corporate retirement plan client’s specific needs in wealth management, risk management, tax advice, retirement planning, retirement plan benchmarking, estate preparation, life coaching, business development and can assist with personal and investment banking needs to name a few of its many financial services. We have centralized the key players of wealth planning and management in one location to work seamlessly in concert with our client’s goals and needs. Coupled with our fee-only platform, we are providing financial advice in its purest form, we are your fiduciary advocates.
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Verified contacts
4
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
35
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- FB
Febry Beavers
Director of Client Services · Customer/Client Service
EmailPhone - CM
Corry Molter
Senior Tax Advisor · Finance & Accounting
EmailPhone - JF
Janice French
Wealth Management Advisor · Finance & Accounting
EmailPhone - NB
Nick Baker
Timonier, Wealth Beyond Financialtm · Other
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Timonier, Wealth Beyond Financial
4 distinct titles indexed · top 4 shown.
- 1director of client services
- 1senior tax advisor
- 1timonier, wealth beyond financialtm
- 1wealth management advisor
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