Broker Check
 William (Bill) Orchard-Hays III

William (Bill) Orchard-Hays III

Financial Planner & Investment Advisor Representative

Bill is the esteemed Senior Advisor at Stepwise Financial, part of the HBW Partners family. With a robust journey spanning over 36 years in the financial advisory realm, Bill's expertise is nothing short of extensive. In 2007, Bill started working as a SmartVestor Pro, formerly called an Endorsed Local Provider, a title endorsed by the esteemed financial expert and acclaimed author, Dave Ramsey.

At the heart of Bill's practice lies a deep-seated dedication to forging paths toward financial security for his clients. His approach is guided by financial principles rooted in biblical wisdom.

 Bill's life is rich with the joys of family — his wife Ellen, their two sons, daughters-in-law, and the delight of six grandchildren. Bill is actively involved in fostering togetherness and faith. He shares his love of Beach Music on the dance floor with Ellen and hosts a weekly Bible Study/Discussion group that sparks community and connection.

When not guiding others through the intricacies of financial planning or contributing to his community, Bill cherishes the moments spent with his grandchildren, passing on the values of love, generosity, and kindness that have defined his life.

 Education:

  • B.S. degree in Mathematics, East Carolina University
  • M.Th. With Emphasis in Counseling, Harding University School of Theology

Licenses and Registrations:

  • Series 6 Investment Company Products & Variable Contracts License
  • Series 63 Uniform Securities Registration
  • Series 65 Investment Adviser Registration
  • Series 26 Investment Company Products & Variable Contracts Principal
  • Life, Health, Disability, Long Term Care, Property & Casualty Insurance

Recognition:  Five Star Professional Wealth Manager Award Winner in Chicago for years 2021, 2020, 2019, & 2015*

Contact Information:  

Phone:  630-664-9072

Fax:  888-646-5602

Email:  bill@stepwisefinancial.com

Office Address:  604 Oxboro Circle, Durham, NC 27713

 *The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client's evaluation. The Five Star award is not indicative of the wealth manager's future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.