Fiduciary advisors in Greenville, SC

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

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

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

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

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.

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.