Impacting Lives Through Principled Stewardship

Impacting Lives Through Principled Stewardship

Oil Dollop Horizontal
Oil Dollop Horizontal
Oil Dollop Horizontal
Oil Dollop Horizontal

Our firm is an independent, privately-owned company based in Winston-Salem, NC, serving individuals, institutions, foundations, and other investment advisors. 

Our purpose is to help you achieve your financial objectives through prudent investment allocations and strategic financial planning.

Our vision is to positively impact your life, and those you love, through principled financial stewardship.

Our process is clearly defined, disciplined, and repeatable, enabling us to deliver value predictably through time.

Our firm is an independent, privately-owned company based in Winston-Salem, NC, serving individuals, institutions, foundations, and other investment advisors. 

Our purpose is to help you achieve your financial objectives through prudent investment allocations and strategic financial planning.

Our vision is to positively impact your life, and those you love, through principled financial stewardship.

Our process is clearly defined, disciplined, and repeatable, enabling us to deliver value predictably through time.

OUR TEAM

Cassia Capital Partners is a team of investment strategists and financial planners offering clients thoughtfully constructed, liquid, and diversified investment portfolios built to meet financial objectives.  We deliver our investment solutions in a cost-efficient manner with periodic risk-adjusted performance reporting. 

Cassia Capital Partners is a team of investment strategists and financial planners offering clients thoughtfully constructed, liquid, and diversified investment portfolios built to meet financial objectives.  We deliver our investment solutions in a cost-efficient manner with periodic risk-adjusted performance reporting. 

Headshot_Jay2

Jay Helvey
Advisor, Partner 

p 336.723.4585
c 336.362.1413
f 336.631.9377

Headshot_Charlie1

Charlie Barham
Advisor, Partner

p 336.723.4585
c 919.449.8817
f 336.631.9377

Headshot_Danita2

Danita Groce
Operations Administrator

p 336.723.4585
c 336.813.1082
f 336.631.9377

Headshot_Andrew2

Andrew Miller
Advisor

p 336.723.4585
c 419.360.1177
f 336.631.9377

Highly valued by commodity traders in times past, cassia was a precious spice. Indeed, the careful appointment and allocation of this spice is recorded in the Bible as one of four carefully balanced ingredients that went into the anointing oil.

Headshot_Jay2

Jay Helvey
Advisor, Partner 

p 336.723.4585
c 336.362.1413
f 336.631.9377

Headshot_Charlie1

Charlie Barham
Advisor, Partner

p 336.723.4585
c 919.449.8817
f 336.631.9377

Headshot_Danita2

Danita Groce
Operations Administrator

p 336.723.4585
c 336.813.1082
f 336.631.9377

Headshot_Andrew2

Andrew Miller
Advisor

p 336.723.4585
c 419.360.1177
f 336.631.9377

Highly valued by commodity traders in times past, cassia was a precious spice. Indeed, the careful appointment and allocation of this spice is recorded in the Bible as one of four carefully balanced ingredients that went into the anointing oil.