7 advisors with offices in Columbia. Credentials, fee structures, and minimums are disclosed on each listing.
Columbia, South Carolina
CCFP Tax Solutions is a Columbia, South Carolina-based financial planning firm. The team includes CFP-certified advisors. Services focus on financial planning. The firm operates in English.
View detailsColumbia, South Carolina
CFP Insurance, based in Columbia, South Carolina, provides insurance analysis services. The firm's advisors hold the Certified Financial Planner credential. Services are offered in English.
View detailsColumbia, South Carolina
CKS Insurance Group is located in Columbia, South Carolina and provides insurance analysis and planning services. The firm works with clients on insurance-related financial planning matters. English is spoken.
View detailsColumbia, South Carolina
Capital City Financial Partners is a financial planning firm based in Columbia, South Carolina. The firm provides financial planning services to clients in the region and holds a 5-star rating on Google based on 74 reviews.
View detailsColumbia, South Carolina
Gunn Wealth Management of Raymond James, located in Columbia, South Carolina, specializes in retirement planning and small business advisory services. The team holds the CLU (Chartered Life Underwriter) credential. Services are conducted in English.
View detailsColumbia, South Carolina
Milestone Wealth Advisors, based in Columbia, South Carolina, is operated by David Grookett and Zach Coggins. The firm serves clients in English and holds a 5-star rating on Google.
View detailsColumbia, South Carolina
Robert W. Shealy Jr, CFP, provides investment advisory services through Janney Montgomery Scott in Columbia, South Carolina. He specializes in estate planning and retirement planning services. Shealy holds the Certified Financial Planner credential.
View detailsAdvisors serving Columbia specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (South Carolina's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.