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Michelle A. Myhre

CFP®

Managing Director

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Oak Advisors, LLC

PO Box 7318
Hilton Head, SC 29938
(843) 757-9339

Dolf W. Dunn, III

CFP®,CPA

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Blackbridge Financial

1 Kingfisher Cove
Fripp Island, SC 29920
(704) 897-0482

Ronald R. Niclas

CFP®, CWS, EA

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance,...More

Financial Advisor serving South Carolina and the surrounding communities.

RCN Wealth Management

8 Princeton Circle
Hilton Head, SC 29928
(843) 715-4008
CONNECT WITH Ronald
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Ione H. Cockrell

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Financial Advisor serving South Carolina and the surrounding communities.

Ione H. Cockrell Insurance & Financial Services

914 Richland St, Ste A102
Columbia, SC 29201
(803) 254-4899

Nancy B. Fellinger

CFP®, RMA®, RICP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Sensible Money, LLC

101 Ellington Ln
Pawleys Island, SC 29585-7681
(843) 253-0187
(843) 253-0187
CONNECT WITH Nancy
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Michele C. Huddleston

CFP®, ChFC®, CLU®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Ameriprise Financial

465 Woodruff Rd
Greenville, SC 29607
(888) 300-3966
(864) 250-3000

Pamela J. Horack

CFP®

Your Financial Mom

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Pathfinder Planning LLC

8 Mischief Lane
Lake Wylie, SC 29710
(704) 301-7522
CONNECT WITH Pamela
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Robert G. Davidson, Jr.

CFP®

Senior Vice President, Financial Advisor

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Morgan Stanley

1320 Main St, Ste 800
Columbia, SC 29201
(800) 438-5570
(803) 343-8800

John S. Sloop, Jr.

CFP®

CFP Practitioner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Palmetto Investment Consultants, LLC

305 Oakland Ave
Rock Hill, SC 29730
(866) 909-7001
(803) 909-7000

Glenn Robert DeHollander

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

DeHollander Financial Group

3515 Pelham Road, Ste 100
Greenville, SC 29615
(866) 411-3534
(864) 770-0220 x101
CONNECT WITH Glenn
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Thomas A. Gore

CPA, CFP®

President

Specialties: Comprehensive Financial Planning, Budget & Debt Management, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Core Advisors, Ltd.

510 Lexington Ave
Chapin, SC 29036-8088
(803) 941-4440
CONNECT WITH Thomas
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Brad A. Tapscott

CFP®, CRPC®, ChFC®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Ameriprise Financial Services, Inc.

259 Seven Farms Dr, Ste 200
Daniel Island, SC 29492
(800) 813-1489
(843) 284-1237

Charles D. Capasso

CFP®

Owner, Financial Advisor

Specialties: Comprehensive Financial Planning, Budget & Debt Management, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Capasso Planning Partners, LLC

56 Broad St, Suite 3C
Charleston, SC 29401
(843) 598-1665

Barbara H. Saylor

CFP®, CDFA®

Financial Advisor/Owner

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Palmetto Wealth Advisors, LLC

1611 Devonshire Dr, Ste 100
Columbia, SC 29204
(803) 252-0606 x213

Patricia N. Sokolowski

CFP®

CFP

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Metis Wealth Management & Planning

400 Main St, Ste 200G
Hilton Head Island, SC 29926-4612
(843) 271-6088
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Noel B. Swain

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving South Carolina and the surrounding communities.

223 E Blackstock Rd
Spartanburg, SC 29301
(864) 582-7766

Christopher D. Kauker

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Ameriprise Financial

75 Port City Landing, Ste 110 pmb4
Mount Pleasent, SC 29464
(843) 352-8287
CONNECT WITH Christopher
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Adam M. Kleinfelter

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Ronald Blue Trust

9 Halton Green Way
Greenville, SC 29607
(800) 588-7526
(864) 233-7405
CONNECT WITH Adam
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Michael H. Baker

CIMA®, CFP®, RICP®

Founding Member

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Vertex Capital Advisors

127 Ben Casey Drive, Suite 104
Fort Mill, SC 29732
(704) 556-1388
CONNECT WITH Michael
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Matthew D. Pardieck

CFP®, CIMA®, CLU®,

Vice President, Investments

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Raymond James

28 Bridgeside Blvd, Ste 203
Mt Pleasant, SC 29464
(843) 416-1033

Brian L. Disher

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Greenwood Capital

201 W McBee Ave, Ste 300
Greenville, SC 29601
(864) 335-2421

William J. Coscioni

CFP®, CPA

President

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

WealthCare / Financial Planners, LLC

910 Dougherty Rd
Aiken, SC 29803
(803) 644-0701
CONNECT WITH William
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Erica R. Smith

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Charleston Investment Advisors

654 Coleman Blvd, Suite 202
Mount Pleasant, SC 29464
(843) 763-4499

Jeffrey D. Wildes

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Wildes Financial Strategies

625 Church St
Georgetown, SC 29440-3611
(843) 485-4371

Bland Burkhardt

CFP®

Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Goepper Burkhardt Retirement Wealth Management

531 S Main St, Suite 303
Greenville, SC 29601
(864) 370-3244

Robin D. Arnold

CFP®, CRPC

Vice President, Wealth Management

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Palmetto Citizens Trust & Investment Services

500 Bush River Rd
Columbia, SC 29210
(803) 312-7984

Joel C. Taliaferro

CFP®

Financial Advisor & Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Inkpointe Financial Group, LLC

1320 Main St, Ste 210
Columbia, SC 29201
(803) 403-1157
CONNECT WITH Joel
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Elizabeth Jeter Hrubala

CFP®, CRPC®, CDFA®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Jeter Hrubala Wealth Strategies

101 W. St. John Street, Suite 207
Spartanburg, SC 29306
(864) 764-1789
CONNECT WITH Elizabeth
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Ashton Lawrence

CFP®, ChFC®, AIF®

Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Goldfinch Wealth Management

325 Rocky Slope Road, Suite 302
Greenville, SC 29607
(864) 375-4700
CONNECT WITH Ashton
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John W. Cooper

CFP®

Private Client Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Greenwood Capital

P.O. Box 3181
Greenwood, SC 29648

Greenwood Capital

PO Box 3181
Greenwood, SC 29648
CONNECT WITH John
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