Fiduciary advisors in Myrtle Beach, SC

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

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

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

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

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

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

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

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.

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.