Fiduciary advisors in Summerville, SC

Summerville, South Carolina

Insurance-Based

Larry Weatherford is a Certified Financial Planner and Chartered Life Underwriter based in Summerville, South Carolina, serving clients through New York Life's insurance and investment advisory platforms. He offers financial planning services encompassing retirement, investment, insurance, and estate planning, along with business benefit program design for owners. Weatherford holds registrations as a representative with NYLIFE Securities LLC and as a financial adviser with Eagle Strategies LLC, and has maintained membership in the Million Dollar Round Table for over 30 years.

Summerville, South Carolina

PGI Financial Services, based in Summerville, South Carolina, is led by President Paul MacDonald, a retired naval officer with over 30 years in the investment industry who holds the ChFC, CLU, and EA designations. The firm provides retirement planning across preservation, growth, income, and legacy strategies, including asset protection, tax minimization, wealth management, annuities, IRA/401(k) rollovers, and lifetime income products; it also offers specialized guidance for federal employees. Operating as both an insurance business and a registered investment adviser through AE Wealth Management, PGI conducts initial consultations to assess client needs across five planning pillars and partners with Wealth.com for estate planning document services.

Summerville, South Carolina

Safe Harbor Wealth is an independent retirement planning firm located in Summerville, South Carolina, led by President and Financial Advisor Gary Knode, who holds the Certified Financial Fiduciary designation and Series 65 securities license. The firm offers a range of retirement-focused services including IRA and 401(k) rollovers, retirement income strategies, tax-efficient planning, legacy planning, long-term care planning, and wealth management. Knode oversees a team of five advisors serving clients throughout South Carolina and beyond, with support from executive assistant Tammy Read.

Summerville, South Carolina

Scipio Financial, based in Summerville, South Carolina, provides financial planning and investment management services led by founder Terry Scipio, who holds the CLU® and CMT® credentials. The firm takes a personalized approach to address client concerns including retirement income security, healthcare costs, and tax efficiency, and is supported by team member Jack Weishar, a registered sales assistant with an MBA and Series 7 and 66 licenses. The firm has received a 5-star rating across 103 Google reviews.