Fiduciary advisors in Spartanburg, SC

Spartanburg, South Carolina

Big Money Retirement Solutions is a fiduciary retirement planning firm based in Spartanburg, South Carolina. The firm works with clients through a structured four-step process that begins with understanding their retirement vision, moves into building a personalized financial blueprint with attention to tax strategy and Social Security optimization, and continues with regular check-ins to adapt the plan as needed. The practice emphasizes transparent fee structures and coordinates tax planning through an internal tax team to address income planning, Roth conversion opportunities, and tax-efficient investment strategies for eligible clients.

Spartanburg, South Carolina

Excelsior Wealth Partners is a financial advisory firm in Spartanburg, South Carolina that helps clients organize retirement accounts—including 401(k)s, IRAs, TSPs, and other investments—and develop integrated retirement plans. The firm structures portfolios around three core elements: growth investments, stability assets, and planned income strategies, with an emphasis on avoiding forced portfolio sales during market downturns. The advisor also offers account consolidation and rollovers, values-based portfolio structuring, and ongoing plan adjustments as circumstances change.

Spartanburg, South Carolina

Raymond James & Associates is an investment advisory firm in Spartanburg, South Carolina. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.