Fiduciary advisors in South Carolina

Aiken, South Carolina

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Aiken, South Carolina. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Aiken, South Carolina

Insurance-Based

Northwestern Mutual - Bruce Hovey is an insurance-based firm in Aiken, South Carolina. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.

Aiken, South Carolina

Wilson David Investment Advisors is an independent, fee-only investment advisory firm based in Aiken, South Carolina, registered with the state. The firm provides financial planning, estate planning, investment management across stocks, bonds, mutual funds, and other asset classes, along with tax preparation and IRS resolution services. Led by Kathy Hauer (CFP® and IRS Enrolled Agent) and Martin Lunn (Series 65 qualified), the firm serves clients at all net worth levels on a flat-fee or hourly basis and offers specialized products including college financial planning and debt consolidation.

Aiken, South Carolina

Cola Wealth Advisors operates from Aiken, South Carolina with four branch offices licensed across 38 states, serving over 2,600 client families. The firm's 13 licensed advisors offer financial planning, investment management, estate planning, specialized insurance strategies, and tax-efficient planning, with access to traditional, alternative, and private investment opportunities. Founded nearly four decades ago, the firm combines institutional-level market analysis with technology platforms for portfolio monitoring and client communication.

Anderson, South Carolina

Cox, Klugh and Company is a financial advisory firm based in downtown Anderson, South Carolina, serving families and business owners throughout the Upstate and nationwide. The firm offers estate planning, investment management, retirement planning, and succession strategies through a team-based approach, with a stated focus on active portfolio management and regular strategy reviews. Their service model emphasizes understanding client goals before designing plans and maintaining ongoing communication as circumstances evolve.

Bluffton, South Carolina

DWT Financial LLC is a state-registered investment advisor in South Carolina offering financial planning and investment management services. Founded by Dylan W. Tucker, the firm emphasizes accessibility to clients across income levels, positioning itself as an alternative to advisors who primarily serve high-net-worth individuals. The firm holds CRD Number 328277 and maintains a 5-star Google rating.

Bluffton, South Carolina

Lang Capital, LLC is an investment advisory firm in Bluffton, South Carolina. Services include Retirement Planning.

Bluffton, South Carolina

Sound View Wealth Advisors is a fiduciary-based advisory firm in Bluffton, South Carolina offering financial planning, investment management, and family office services. The firm takes a comprehensive approach that extends beyond investments to include tax planning, administrative management, philanthropic planning, and generational wealth strategy, coordinating with clients' other professional advisors. Led by principals including Emerson Ham III (CIMA®, CFP®, CPWA®) and Eddie Ambrose, the firm serves clients of varying wealth levels through a customized planning process centered on understanding client priorities and monitoring progress over time.

Bluffton, South Carolina

Modus Wealth Management is a boutique wealth management firm serving clients in Bluffton, South Carolina and Key West, Florida. The firm offers investment management and wealth planning services with an emphasis on behavioral coaching as part of its client engagement process. It operates with a long-term partnership model and provides concierge-level service to its clientele.

Bluffton, South Carolina

Sea Island Financial Services, LLC is a Bluffton-based firm focused on retirement planning and protection strategies for retirees. The firm emphasizes insurance and income products designed to provide lifetime income and principal protection, and operates around three stated principles: safety, simplicity, and reasonable returns. The firm hosts free educational seminars and webinars throughout the year to help clients understand retirement strategy options, with no sales pressure or obligation to follow up.

Bluffton, South Carolina

Metis Wealth Management and Planning is an independent, fee-only financial advisory firm in Bluffton, South Carolina, offering financial planning, investment management, and retirement planning services. The firm's team consists of Certified Financial Planners who earned their CFP® designations in 2020 and employ tax-efficient portfolio strategies tailored to client goals, time horizons, and risk tolerance. Their process includes an initial consultation to understand client circumstances, development of a customized financial strategy using dual planning methodologies, and ongoing portfolio management with monthly reviews and spending monitoring.

Bluffton, South Carolina

Van Grouw Advisors is a tax and business advisory firm serving small business owners in Bluffton, South Carolina. The firm provides bookkeeping, payroll processing, part-time CFO services, cash flow analysis, business loan preparation assistance, strategic planning, and succession planning for family enterprises. The firm offers a free initial consultation and can be reached at (843) 815-6629.

Boiling Springs, South Carolina

Live Free Retirement Advisor is an investment advisory firm in Boiling Springs, South Carolina. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 11 Google reviews.

Camden, South Carolina

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Camden, South Carolina. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Charleston, South Carolina

ArisGarde is an independent wealth management firm based in Charleston, South Carolina, offering estate planning, financial planning, investment management, retirement planning, and insurance analysis. Led by Josh Friedlander, the firm serves individuals and business owners both locally and nationally, with a stated approach centered on proactive planning aligned to clients' personal, professional, and philanthropic objectives.

Charleston, South Carolina

Fee-Only Independent RIA

Elwood & Goetz Wealth Advisory Group is an independent, employee-owned RIA operating as a fiduciary with offices in Athens and Atlanta, Georgia, and satellite locations in Charleston, South Carolina, and Naples, Florida. The firm provides financial planning and investment management on a fee-only basis, serving over 500 families across multiple states and countries. The advisory team includes CFP® professionals and academics with backgrounds from major financial institutions such as Vanguard, Fidelity, and Goldman Sachs, and the firm was founded by Lindsay Elwood and Joe Goetz as the first fee-only wealth management firm in its original Athens market.

Charleston, South Carolina

Warren Capital Group is a wealth management firm based in Charleston, South Carolina, offering financial planning, investment management, and retirement plan services to individuals and businesses. The firm operates as a fiduciary and provides portfolio management, retirement planning for individuals and companies (including 401(k) and SIMPLE IRA administration), asset protection, and risk management services, along with access to planning software for clients to monitor accounts. The firm serves clients on a national basis and emphasizes a disciplined approach to wealth management.

Charleston, South Carolina

Bellerophon Wealth Management is a fee-only fiduciary firm in Charleston, South Carolina, serving small business owners and entrepreneurs with financial planning, investment management, and retirement planning services. The firm specializes in equity compensation guidance, stock option strategy, and cash balance plans, charging percentage-based fees (typically 1% annually for accounts under $1 million, 0.75% for larger portfolios, and 0.5% for business retirement plan participants). Founded by Trent Derrick, the firm operates independently without commissions or parent company constraints, focusing on a select clientele seeking personalized strategy aligned with their business and personal goals.

Charleston, South Carolina

Island Park Private Wealth is an independent wealth management firm in Charleston, South Carolina, founded by three CFP® professionals: James D. Sheehan (CPWA®), Shawn R. Tighe, and Michael E. Zechmann. The firm serves individuals, families, and businesses with personalized financial planning and wealth management, including services in retirement income, estate planning, taxation, education planning, and asset protection. The practice emphasizes client-centered service through transparent fee communication, regular engagement, and collaborative strategy development aligned with each client's specific circumstances and long-term objectives.

Charleston, South Carolina

Lighthouse Wealth Advisors of Charleston is an investment advisory firm in Charleston, South Carolina. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 3 Google reviews.

Charleston, South Carolina

Hudnall Capital Advisors is an investment advisory firm in Charleston, South Carolina. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Charleston, South Carolina

Eric Farr - Financial Advisor at Farther is an investment advisory firm in Charleston, South Carolina. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Charleston, South Carolina

FFA Wealth is a fee-based fiduciary financial advisory firm based in Charleston, South Carolina, serving individual investors and entrepreneurs. The firm specializes in estate planning and operates under SEC registration as an Investment Advisor, legally obligated to place client interests above its own. FFA Wealth structures its compensation to come directly from clients rather than commissions, and collaborates with clients' other professional advisors such as CPAs and attorneys as part of its planning process.

Clemson, South Carolina

Keowee Financial Group, based in Clemson, South Carolina, offers investment advisory services, insurance solutions, and financial planning with a focus on insurance planning and retirement planning strategies. The firm serves clients across various demographics and emphasizes wealth transfer, legacy planning, and estate tax minimization as part of its holistic approach. Led by owner and financial advisor Greg Wales, the firm structures its client relationships around in-depth advisory partnerships and aims to address financial needs across a client's lifetime.

Clemson, South Carolina

Indigo Advisors & Partners is a financial planning firm based in Clemson, South Carolina, founded by Tommy Campbell and Jim Hill. The firm serves families across generations, emphasizing a relationship-centered approach to financial planning grounded in principles of transparency, integrity, and empathy. The team combines experience across multiple advisors to guide clients through financial transitions and life changes.

Clinton, South Carolina

Savant Wealth Management is a fee-only fiduciary firm based in Clinton, South Carolina, serving individuals, families, and business owners throughout the Upstate region. The firm offers investment management, retirement planning, tax-smart strategies, and estate planning, with advisors holding credentials including CFP® and CPA/PFS. Savant typically works with clients holding $750,000 or more in investable assets, though welcomes those anticipating future financial growth, and operates from a downtown Clinton office with local and virtual consultation options.

Columbia, South Carolina

Capital City Financial Partners is a fiduciary financial advisory firm serving families and individuals in Columbia, Greenville, and Asheville. The firm offers financial planning, tax and retirement planning, investment strategy guidance, long-term care planning, and estate planning services. Specialties include retirement account optimization, charitable giving, and healthcare coordination. The firm maintains a 5-star rating on Google based on 74 reviews.

Columbia, South Carolina

Capital City Financial Partners is a fiduciary financial advisory firm serving families and individuals across Columbia, Greenville, and Asheville. The firm offers financial planning, tax and retirement planning, investment strategy guidance, long-term care planning, and estate planning services, with advisors holding CFP credentials. The firm structures its approach around personalized, integrated financial strategies that address retirement accounts, tax efficiency, charitable giving, trusts, and probate matters.

Columbia, South Carolina

Milestone Wealth Advisors David Grookett/Zach Coggins is an investment advisory firm in Columbia, South Carolina. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Columbia, South Carolina

CFP Insurance is an investment advisory firm in Columbia, South Carolina. Services include Insurance Analysis. Its advisors hold CFP credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 12 Google reviews.

Columbia, South Carolina

CKS Insurance Group is an investment advisory firm in Columbia, South Carolina. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Columbia, South Carolina

Robert W. Shealy Jr, CFP of Janney Montgomery Scott is an investment advisory firm in Columbia, South Carolina. Services include Retirement Planning. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Columbia, South Carolina

Gunn Wealth Management of Raymond James is an investment advisory firm in Columbia, South Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Daniel Island, South Carolina

Daniel Island Wealth Management is a registered investment advisor serving clients from Daniel Island, South Carolina. The firm provides investment management and wealth management services, including retirement planning, and operates under fiduciary duty to place client interests first. As an RIA, the firm charges no commissions and maintains no hidden fees, partnering with Charles Schwab & Co. for client account custodianship.

Drayton, South Carolina

Wealth Enhancement Group is an investment advisory firm in Drayton, South Carolina. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Duncan, South Carolina

McDowell Insurance & Financial Services is an insurance agency founded in 2003 that serves educators and school employees in South Carolina, with offices in Inman and Greenville. The firm offers auto, home, and life insurance policies along with retirement planning services tailored to state retirement system participants. Led by founder Scott McDowell, a former teacher and coach, the agency conducts policy reviews and provides financial literacy education to help clients assess their coverage needs and retirement options.

Florence, South Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Florence, South Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 1-star rating from 1 Google review.

Florence, South Carolina

Insurance-Based

Julie Cord, Agent - New York Life is an insurance-based firm in Florence, South Carolina. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open daily.

Florence, South Carolina

Signature Wealth Strategies is a financial advisory firm based in Florence, South Carolina, with additional offices throughout the Southeast. The firm offers financial planning, investment management, and wealth management services, covering areas including asset allocation, insurance planning, tax strategies, estate planning, and retirement income. Founded in 1970, the firm employs advisors holding the CFP credential and emphasizes a relationship-based approach centered on understanding clients' financial situations and goals. The firm serves a diverse clientele including parents, entrepreneurs, and community leaders, offering complimentary initial consultations.

Florence, South Carolina

The Master's Choice Inc is an investment advisory firm in Florence, South Carolina. Services include Financial Planning and Insurance Analysis. Advisory services are available in English and Spanish. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 22 Google reviews.

Greenville, South Carolina

Prosperity Group Advisors, LLC is an investment advisory firm in Greenville, South Carolina. Services include Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Greenville, South Carolina

Next Financial Partners LLC is an independent financial and investment planning firm located in Greenville, South Carolina. The firm focuses on understanding clients' personal circumstances, objectives, and risk tolerance to develop planning strategies centered on wealth preservation and legacy planning. The firm emphasizes long-term client relationships built on open communication and serves families seeking to define and protect their financial goals across multiple generations.

Greenville, South Carolina

Match Grade Advisors is an investment advisory firm in Greenville, South Carolina. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 28 Google reviews.

Greenville, South Carolina

Tysinger Wealth Solutions, based in Greenville, South Carolina, provides financial planning, retirement guidance, asset management, estate planning, and insurance planning services. Led by Ty Tysinger with 17+ years of experience and overseeing approximately $35 million in assets, the firm works with families, retirees, and small business owners through a collaborative discovery process focused on understanding client values and goals. The firm is affiliated with LPL Financial Group.

Greenville, South Carolina

Big Money Retirement Solutions is a fiduciary retirement planning firm based in Greenville, South Carolina, specializing in comprehensive retirement strategy for individuals nearing or entering retirement. The firm guides clients through a four-step process: defining retirement vision, building a personalized financial and tax strategy, implementing the plan with clear alignment, and providing ongoing adjustments through regular check-ins. Services include retirement income optimization, investment portfolio alignment, tax planning (including Roth conversion strategies and Social Security coordination), and fee-transparent advisory relationships. The firm works with clients to address concerns about sustainable withdrawals, inflation, and tax efficiency in retirement.

Greenville, South Carolina

Godsey & Gibb Wealth Management's Greenville office provides financial planning, investment management, and tax planning services to high-net-worth individuals and families. Operating as an independent registered investment adviser since 1985, the firm integrates investment management and tax planning under one roof and applies institutional-grade research methodologies typically reserved for pension funds and endowments. The firm's approach emphasizes individual securities with strong fundamentals, tax-efficient portfolio allocation, and long-term relationship management grounded in understanding each client's unique circumstances and generational wealth objectives.

Greenville, South Carolina

Truly Aligned is a financial planning firm based in Greenville, South Carolina, serving small business owners and other clients. The firm offers comprehensive financial planning, investment management, tax coordination, insurance analysis, and estate planning services, organized around its proprietary Financial Alignment framework that connects personal values and goals to financial strategy. The team includes CFP-certified planners, paraplanners, and specialists who conduct scenario modeling and tax optimization work. The firm coordinates with external tax and legal professionals to build integrated plans across all areas of a client's financial life.

Greenwood, South Carolina

Raymond James & Associates is an investment advisory firm in Greenwood, South Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Greer, South Carolina

Arbor Row Advisors & Partners is a boutique wealth management firm in Greer, South Carolina that offers financial planning, retirement planning, and estate planning services. The firm employs a multi-stage planning approach centered on discovery, strategy development, implementation, ongoing adjustments, and wealth preservation. The firm emphasizes transparency and personalized planning aligned to client-specific goals and circumstances.

Greer, South Carolina

J. Biance Financial, based in Greer, South Carolina, offers retirement planning and insurance products through a proprietary process called the Retirement Design System®. The firm provides investment advisory services through AE Wealth Management, LLC (a Registered Investment Advisor) and sells insurance and annuity products through J. Biance Wealth Management, LLC. The principal, Justin Biance, holds the Certified Financial Planner (CFP®) credential and the Certified Estate Planner (CEP) designation, and has been recognized on Forbes' Top Financial Security Professionals list.

Greer, South Carolina

Trade Street Wealth Advisors is an LPL Financial firm in Greer, South Carolina, led by advisors Jason Karr and BK Ragan. The firm provides financial planning, investment management, retirement planning, and insurance analysis, with particular focus on retirement preparation and insurance planning. They conduct thorough assessments of client assets, risk tolerance, and lifestyle goals to develop individualized strategies, and offer an initial consultation at no cost.

Greer, South Carolina

Stravolo Wealth Management (Greenville) is an investment advisory firm in Greer, South Carolina. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Hilton Head Island, South Carolina

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Hilton Head Island, South Carolina. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Johnston, South Carolina

Insurance-Based

Thomas Herlong, Financial Advisor - The Herlong Financial Group LLC is an insurance-based firm in Johnston, South Carolina. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Lexington, South Carolina

Sturkie Wealth Management Group in Lexington, South Carolina offers financial planning, insurance analysis, and investment management services. The firm's approach emphasizes understanding clients' personal objectives before developing customized financial plans, with a stated focus on addressing lifestyle needs across wealth accumulation, retirement planning, and education funding. Stephen, a founding partner with over 26 years in the investment industry, is affiliated with the firm and operates under an independent model through Osaic Wealth.

Lexington, South Carolina

Carolina Wealth Management is an investment advisory firm in Lexington, South Carolina. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Lexington, South Carolina

Independent RIA

CMC Wealth Management is an independent, SEC-registered investment advisory firm in Lexington, South Carolina, founded in 2019 by Charles M. Crouch, Jr., a Certified Financial Planner with over 25 years of industry experience. The firm provides financial planning, investment management, estate planning, insurance analysis, and retirement planning services, with particular expertise in retirement income strategy, divorce financial planning, and risk management. Operating on an asset-based fee model as a fiduciary, CMC Wealth Management emphasizes transparent communication and a holistic planning approach with ongoing monitoring.

Lexington, South Carolina

Blue Trust is a wealth management and investment advisory firm with offices across the United States, including a location in Lexington, South Carolina. The firm provides integrated financial planning and advisory services spanning investment management, wealth management, and related planning disciplines. Blue Trust's stated approach centers on helping clients align financial decisions with personal values, particularly those emphasizing faith-based principles and family legacy planning.

Moore, South Carolina

Cohen Financial Group, LLC is a family-owned firm based in Spartanburg, South Carolina, operating since 1988 and licensed in 13 states. The firm provides estate planning, retirement planning, income planning, 401(k) and 403(b) rollovers, Social Security analysis, pension guidance, and tax planning services. Owner Michael S. Cohen holds Million Dollar Round Table Top of the Table membership and serves alongside team members including Vice President Judean Cohen and Financial Advisor Lindsay Cohen Lovell. The firm works with clients throughout the Upstate Carolinas and emphasizes personalized service grounded in understanding client circumstances.

Mt Pleasant, South Carolina

Oak Street Advisors - Fee-Only Fiduciary Financial & Tax Planners is an investment advisory firm in Mt Pleasant, South Carolina. It acts as a fiduciary. Services include Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 15 Google reviews.

Mt Pleasant, South Carolina

Creative Planning is an investment advisory firm in Mt Pleasant, South Carolina. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 18 Google reviews.

Murrells Inlet, South Carolina

S. Squire Financial Solutions is an investment advisory firm in Murrells Inlet, South Carolina. Services include Insurance Analysis. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.8-star rating from 5 Google reviews.

Murrells Inlet, South Carolina

Meridian Financial Advisory, based in Murrells Inlet, South Carolina, is an independent, fee-based wealth management firm founded by Joshua Henry, a CFP® and CIMA®. The firm provides investment management, financial planning, tax management, and retirement distribution planning, with particular focus on affluent clients over age 50 and their families, including high net worth individuals and business owners. Operating under fiduciary standards, the firm emphasizes diversified investment strategies across multiple asset classes and non-publicly traded investments, combined with tax-efficient distribution planning and comprehensive financial strategy development.

Myrtle Beach, South Carolina

Coast Wealth Management Group is an independent fiduciary firm based in Myrtle Beach, South Carolina, serving clients nationwide through in-person and virtual meetings. The firm specializes in retirement planning and investment management for pre-retirees, retirees, teachers, nurses, state employees, and women experiencing major life transitions such as divorce or inheritance. As a fiduciary, the firm is legally obligated to act in clients' best interests and provides personalized guidance covering income needs, Social Security strategy, tax considerations, and portfolio management, using custodians including Charles Schwab and Altruist.

Myrtle Beach, South Carolina

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Myrtle Beach, South Carolina. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Myrtle Beach, South Carolina

Gold Shield Wealth is a financial advisory firm located in Myrtle Beach, South Carolina that provides retirement planning services. The firm's approach emphasizes thorough analysis of retirement-related challenges and personalized client support throughout the planning process. Amy Ross is associated with the firm and has appeared in media discussing retirement financial concerns.

Myrtle Beach, South Carolina

Semper Fortis Financial is a family-owned financial planning firm in Myrtle Beach, South Carolina, founded in 2014 by Eric Bitetto, M.A., M.P.H. The firm offers financial planning services through a three-step process: discovery of client needs and goals, development and implementation of a comprehensive financial plan, and ongoing monitoring with periodic adjustments. The practice emphasizes personalized guidance based on understanding each client's values and circumstances, with ongoing relationship management provided by the team.

Myrtle Beach, South Carolina

AGL Financial, based in Myrtle Beach, South Carolina, was founded in 2023 by Robert DiNardo, who holds an MBA in Finance and has advised clients since 2011. The firm offers holistic financial planning encompassing retirement planning, investment management, tax planning, estate planning, and insurance analysis, with a stated emphasis on data-driven strategies and long-term client relationships. The team includes Anthony DiNardo, who integrates tax preparation expertise with quantitative modeling to optimize retirement plans and investment decisions.

Myrtle Beach, South Carolina

Envest Financial LLC, based in Myrtle Beach, South Carolina, offers financial planning, retirement planning, life insurance, long-term care planning, annuities, and exit planning services. The firm operates alongside Envest Advisors, a fiduciary advisory firm, and also provides educational workshops, employee benefits consultation, and estate planning. Will Cutler leads the practice.

Myrtle Beach, South Carolina

Veritas Financial Management is a wealth management firm in Myrtle Beach, South Carolina, founded in 2019 by Brian Cunningham, a CERTIFIED FINANCIAL PLANNER® with over two decades of industry experience. The firm serves high-net-worth individuals and offers retirement planning, estate planning, financial planning, investment management, and account services, with a focus on personalized strategies aligned to client priorities and life circumstances. The practice emphasizes ongoing portfolio monitoring, tax considerations, trust coordination, and quarterly plan reviews, and operates as an LPL Financial representative with access to trust services.

Myrtle Beach, South Carolina

Kingsview Partners Myrtle Beach Office is an investment advisory firm in Myrtle Beach, South Carolina. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Myrtle Beach, South Carolina

Stonebridge Financial Group is an independent financial planning firm based in Myrtle Beach, South Carolina, serving clients throughout Horry County and the Grand Strand area. The firm provides retirement planning, investment strategies, tax-aware planning, estate plan coordination, education planning, and insurance reviews on a personalized basis without preset solutions. Operating as a local advisory practice, Stonebridge emphasizes ongoing relationship management with flexible meeting schedules tailored to individual client needs and life changes, and works with clients at various financial stages without stated minimums.

Myrtle Beach, South Carolina

The LiveOak Group, led by CFP Michal Kovac, offers financial planning and investment management services from its Myrtle Beach, South Carolina office. The firm works with clients to understand their financial circumstances and develop investment strategies aligned with their objectives.

North Augusta, South Carolina

1280 Financial Partners is an independent fiduciary wealth management firm based in North Augusta, South Carolina, offering investment management, financial planning, and advisory services. The firm serves a specialized niche in auto dealer portfolios and reinsurance account management, drawing on decades of advisor experience. Clients may use Charles Schwab or another custodian for asset holding and transaction execution while the firm provides investment advice and portfolio guidance.

North Charleston, South Carolina

Tristate Financial Advisors is a financial advisory firm based in North Charleston, South Carolina, offering financial planning, retirement planning, investment management, wealth management, estate planning, tax planning, and business continuity planning services. The firm serves individuals, families, and business owners across Charleston neighborhoods and provides personalized strategies designed to align with clients' financial situations and goals.

Okatie, South Carolina

Creative Planning is an investment advisory firm in Okatie, South Carolina. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Rock Hill, South Carolina

Wealth Enhancement Group is an investment advisory firm in Rock Hill, South Carolina. Services include Financial Planning and Investment Management. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week.

Rock Hill, South Carolina

Catherine Sherer, Financial Advisor at 1852 Financial Group LLC in Rock Hill, South Carolina, provides financial planning with an emphasis on retirement planning and investment management. The firm employs a five-step planning process that begins with understanding a client's circumstances and goals, followed by analysis, recommendation, implementation with other professionals, and ongoing monitoring. The firm serves young adults, families, established professionals, pre-retirees, post-retirees, and business owners, approaching engagements through risk assessment and growth strategy within a client's overall financial landscape.

Rock Hill, South Carolina

Independent RIA

CORE Advisory Group is an independent ria firm in Rock Hill, South Carolina. It acts as a fiduciary. The office has a wheelchair-accessible entrance. The office is open five days a week.

Rock Hill, South Carolina

Insurance-Based

Jordon Accetta, Financial Advisor - 1852 Financial Group LLC is an insurance-based firm in Rock Hill, South Carolina. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Rock Hill, South Carolina

Peak Investment Advisors is an investment advisory firm in Rock Hill, South Carolina. The office has a wheelchair-accessible entrance. The office is open five days a week.

Seneca, South Carolina

Rightview Private Wealth is an investment advisory firm in Seneca, South Carolina. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Seneca, South Carolina

Independent RIA

The Pilot's Advisor is an independent, fiduciary-regulated investment advisory firm based in Seneca, South Carolina that specializes in retirement planning for pilots. The firm offers guidance on critical retirement decisions, 401(k) optimization strategies, and early retirement planning through resources including educational materials focused on the aviation profession.

Seneca, South Carolina

Trust Matters Financial serves business owners, retirees, and families in Seneca, South Carolina and surrounding areas with investment portfolio management and estate planning services. The firm focuses on tax-efficient strategies across wealth transfer, 401(k) rollovers, and legacy planning, drawing on experience in both financial advisory and education. They work with tax-sensitive high earners, small business owners, pre-retirees, and families, emphasizing a holistic approach that assesses clients' complete financial picture and risk tolerance.

Spartanburg, South Carolina

Big Money Retirement Solutions is a fiduciary retirement planning firm based in Spartanburg, South Carolina. The firm works with clients through a structured four-step process that begins with understanding their retirement vision, moves into building a personalized financial blueprint with attention to tax strategy and Social Security optimization, and continues with regular check-ins to adapt the plan as needed. The practice emphasizes transparent fee structures and coordinates tax planning through an internal tax team to address income planning, Roth conversion opportunities, and tax-efficient investment strategies for eligible clients.

Spartanburg, South Carolina

Raymond James & Associates is an investment advisory firm in Spartanburg, South Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Spartanburg, South Carolina

Excelsior Wealth Partners is a financial advisory firm in Spartanburg, South Carolina that helps clients organize retirement accounts—including 401(k)s, IRAs, TSPs, and other investments—and develop integrated retirement plans. The firm structures portfolios around three core elements: growth investments, stability assets, and planned income strategies, with an emphasis on avoiding forced portfolio sales during market downturns. The advisor also offers account consolidation and rollovers, values-based portfolio structuring, and ongoing plan adjustments as circumstances change.

Summerville, South Carolina

PGI Financial Services, based in Summerville, South Carolina, is led by President Paul MacDonald, a retired naval officer with over 30 years in the investment industry who holds the ChFC, CLU, and EA designations. The firm provides retirement planning across preservation, growth, income, and legacy strategies, including asset protection, tax minimization, wealth management, annuities, IRA/401(k) rollovers, and lifetime income products; it also offers specialized guidance for federal employees. Operating as both an insurance business and a registered investment adviser through AE Wealth Management, PGI conducts initial consultations to assess client needs across five planning pillars and partners with Wealth.com for estate planning document services.

Summerville, South Carolina

Scipio Financial, based in Summerville, South Carolina, provides financial planning and investment management services led by founder Terry Scipio, who holds the CLU® and CMT® credentials. The firm takes a personalized approach to address client concerns including retirement income security, healthcare costs, and tax efficiency, and is supported by team member Jack Weishar, a registered sales assistant with an MBA and Series 7 and 66 licenses. The firm has received a 5-star rating across 103 Google reviews.

Summerville, South Carolina

Safe Harbor Wealth is an independent retirement planning firm located in Summerville, South Carolina, led by President and Financial Advisor Gary Knode, who holds the Certified Financial Fiduciary designation and Series 65 securities license. The firm offers a range of retirement-focused services including IRA and 401(k) rollovers, retirement income strategies, tax-efficient planning, legacy planning, long-term care planning, and wealth management. Knode oversees a team of five advisors serving clients throughout South Carolina and beyond, with support from executive assistant Tammy Read.

Summerville, South Carolina

Insurance-Based

Larry Weatherford is a Certified Financial Planner and Chartered Life Underwriter based in Summerville, South Carolina, serving clients through New York Life's insurance and investment advisory platforms. He offers financial planning services encompassing retirement, investment, insurance, and estate planning, along with business benefit program design for owners. Weatherford holds registrations as a representative with NYLIFE Securities LLC and as a financial adviser with Eagle Strategies LLC, and has maintained membership in the Million Dollar Round Table for over 30 years.

Sumter, South Carolina

Insurance-Based

Northwestern Mutual is an insurance-based firm in Sumter, South Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Sumter, South Carolina

Sumter & Partners is a financial advisory practice in Sumter, South Carolina that serves families and professionals seeking relationship-driven guidance. The firm offers retirement planning, investment management, estate planning, tax planning, and education planning services, with advisors who emphasize clear communication and personalized attention to client circumstances. The practice operates on a foundation of understanding client priorities and ensuring planning components work in coordination, while maintaining that clients should consult separate legal and tax professionals for advice in those specialized areas.

Sumter, South Carolina

McIntosh Wealth Management of Raymond James is an investment advisory firm in Sumter, South Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Taylors, South Carolina

TrueWealth Advisors, located in Taylors, South Carolina, offers risk management, retirement planning, and investment management services. The firm uses a three-step process that begins with understanding client values and objectives, followed by assessment of financial position, and culminates in development of a personalized financial roadmap. The firm emphasizes a values-based approach to financial decision-making and operates with a stated philosophy that financial planning should support clients' broader life goals and priorities.

Walterboro, South Carolina

Williamson Mccarty & Associates, LLC, based in Walterboro, South Carolina, provides insurance analysis and planning services. Led by President Tom Mccarty, the firm specializes in helping clients evaluate and structure their insurance needs as part of their broader financial picture.