Fiduciary advisors in Lexington, SC

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.

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

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

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.