SC · Murrells Inlet

Fiduciary advisors in Murrells Inlet, SC

2 advisors with offices in Murrells Inlet. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Murrells Inlet

Meridian Financial Advisory: Joshua Henry, CFP®, CIMA®

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.

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S. Squire Financial Solutions

★4.8(5)

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.

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Financial advisors in Murrells Inlet, South Carolina

Advisors serving Murrells Inlet 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.

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