Best Financial Advisors in Columbia, SC

We did the hard work of finding trustworthy partners in Columbia, SC. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Columbia, SC Fiduciary Financial Advisors

Stephen West - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1320 Main St Ste 240, Columbia, SC 29201, USA
Phone (803) 251-4811
Milestone Wealth Advisors / David Grookett & Zach Coggins
Location 7715 Claudia Dr, Columbia, SC 29223, USA
Phone (803) 736-3406
First Community Financial
SEC File# 801-78808
CRD# 168267

5 out of 5

Location 1213 Lady St STE 200, Columbia, SC 29201, USA
Phone (803) 343-0393
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Calmwater Advisors

5 out of 5

Location 200 Center Point Cir Ste 350, Columbia, SC 29210, USA
Phone (803) 252-8100
Doug Sheorn - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6 Fish Haul Rd, Columbia, SC 29209, USA
Phone (803) 782-2121
Capital City Financial Partners
SEC File# 801-96203
CRD# 171991

5 out of 5

Location 6208 Garners Ferry Rd Suite A, Columbia, SC 29209, USA
Phone (803) 782-0671
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
David Taylor - Financial Advisor, Ameriprise Financial Services, LLC

4 out of 5

Location 1320 Main St Ste 240, Columbia, SC 29201, USA
Phone (803) 255-7070
Anchor Investment Management
SEC File# 801-64338
CRD# 135296
Location 3205 Devine St, Columbia, SC 29205, USA
Phone (803) 766-2100
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor James D. Turner III "Trey"
Location 1301 Gervais St, Columbia, SC 29201, USA
Phone (803) 733-2105
DaVinci Financial Designs LLC
SEC File# 801-80733
CRD# 163362

5 out of 5

Location 5301 N Trenholm Rd suite a, Columbia, SC 29206, USA
Phone (803) 741-0134
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Joshua B Estes
Location 2900 Devine St Suite A, Columbia, SC 29205, USA
Phone (803) 799-1070
John Monroe - Raymond James
Location 1010 Wildwood Centre Dr ste b, Columbia, SC 29229, USA
Phone (855) 854-4508
Jamie Danford, CFP® - Accumulus Financial Group, LLC

5 out of 5

Location 5140 Furman Ave, Columbia, SC 29206, USA
Phone (803) 403-1160
Covington Financial Group
SEC File# 801-57302
CRD# 44430
Location 1230 Main St, Columbia, SC 29201, USA
Phone (803) 576-4930
Edward Jones - Financial Advisor: John B Whitaker, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1504 Leesburg Rd, Columbia, SC 29209, USA
Phone (803) 695-8493
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Morgan Stanley Financial Advisors

5 out of 5

Location 1320 Main St Ste 800, Columbia, SC 29201, USA
Phone (803) 343-8800
Abacus Planning Group
SEC File# 801-55414
CRD# 107994
Location 2500 Devine St, Columbia, SC 29205, USA
Phone (803) 933-0054
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Cornerstone Financial Management - The Templeton Group

5 out of 5

Location 2000 Center Point Rd Suite 2220, Columbia, SC 29210, USA
Phone (803) 744-6123
Natasha Jackson-Gorham - Financial Advisor, Ameriprise Financial Services, LLC
Location 1813 Pickens St, Columbia, SC 29201, USA
Phone (803) 750-9337
Patrick Floyd - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1201 Hampton St Ste 3A-1, Columbia, SC 29201, USA
Phone (803) 736-0740
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Marcial Briggs - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 845 Polo Rd Ste 1, Columbia, SC 29223, USA
Phone (803) 419-1577
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Barron Financial Group, LLC
SEC File# 801-123451
CRD# 140504
Location Waterfall Business Park, 410 Veterans Rd Ste B, Columbia, SC 29209, USA
Phone (803) 695-1360
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
J. E. Wilson Advisors, LLC
SEC File# 801-55086
CRD# 110375
Location 2431 Devine St, Columbia, SC 29205, USA
Phone (803) 799-9203
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 1:30 PM Saturday: Closed Sunday: Closed
The McDaniel Corporation
SEC File# 801-69846
CRD# 149124

4 out of 5

Location 6156 St Andrews Rd STE 108, Columbia, SC 29212, USA
Phone (803) 750-4848
Critical Transitions Wealth Advisors

5 out of 5

Location 111 Stonemark Ln #104, Columbia, SC 29210, USA
Phone (803) 749-7012
Creative Financial Strategies
SEC File# 801-23151
CRD# 3870

5 out of 5

Location 1320 Main St #700, Columbia, SC 29201, USA
Phone (803) 741-1001
Adam Jurewicz - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1320 Main St Ste 240, Columbia, SC 29201, USA
Phone (803) 255-7070
Edward Jones - Financial Advisor: Bevan C Weyburn
Location 620 Gervais St C, Columbia, SC 29201, USA
Phone (803) 256-8986
Stidom Financial Advisors

5 out of 5

Location 5209 Forest Dr E, Columbia, SC 29206, USA
Phone (803) 764-5910
Kirkland & King Financial

5 out of 5

Location 1314 Lincoln St # 303, Columbia, SC 29201, USA
Phone (803) 779-2138
Edward Jones - Financial Advisor: Mac Senn
SEC File# 801-3297
CRD# 250

5 out of 5

Location 101 Westpark Blvd Ste D, Columbia, SC 29210, USA
Phone (803) 772-2221
Modern Family Asset Management

5 out of 5

Location 1727 Hampton St UNIT 101, Columbia, SC 29201, USA
Phone (803) 667-4292
Hobbs Group Advisors, LLC
SEC File# 801-113063
CRD# 157274
Location 1704 Laurel St, Columbia, SC 29201, USA
Phone (803) 540-3034
Edward Jones - Financial Advisor: Steve Junis, CFP®
SEC File# 801-3297
CRD# 250
Location 6911 N Trenholm Rd Suite 8, Columbia, SC 29206, USA
Phone (803) 787-9902
Edward Jones - Financial Advisor: Patrick Blewett
SEC File# 801-3297
CRD# 250
Location 2771 Rosewood Dr, Columbia, SC 29205, USA
Phone (803) 771-7770
Roderick L Barnes - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1201 Main St Ste 1980, Columbia, SC 29201, USA
Phone (803) 748-1215
Marion Investment Advisors
SEC File# 801-71475
CRD# 120222
Location 2009 Lincoln St, Columbia, SC 29201, USA
Phone (803) 403-1420
Merrill Lynch Wealth Management Advisor Paul E Cash
Location 1301 Gervais St, Columbia, SC 29201, USA
Phone (803) 733-2171
Matthew T Perry - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1813 Pickens St, Columbia, SC 29201, USA
Phone (803) 750-9337
Beacon Group
Location 1724 St Julian Pl, Columbia, SC 29204, USA
Phone (803) 252-0888
Merrill Lynch Wealth Management Advisor Ladd G Lumpkin
Location 1301 Gervais St, Columbia, SC 29201, USA
Phone (803) 733-2189
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 1301 Gervais St Suite 405, Columbia, SC 29201, USA
Phone (833) 752-6333
Vista Advisors - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 1813 Pickens St, Columbia, SC 29201, USA
Phone (803) 750-9337
Preservation Specialists, LLC
SEC File# 801-65182
CRD# 133025

5 out of 5

Location 700 Saturn Pkwy, Columbia, SC 29212, USA
Phone (803) 798-1988
Robert Shealy
Location 1441 Main St Suite 700, Columbia, SC 29201, USA
Phone (803) 223-7016
Carrington Wealth Management of Raymond James
Location 1230 Main St STE 300, Columbia, SC 29201, USA
Phone (803) 576-4935
Powell Financial Advisors
Location 915 Lady St, Columbia, SC 29201, USA
Phone (803) 929-0100
Jeffrey Taylor - TIAA Senior Wealth Management Advisor
Location 1320 Main St Suite 300, Columbia, SC 29201, USA
Phone (866) 904-7804
Northwestern Mutual

4 out of 5

Location 1901 Bull St, Columbia, SC 29201, USA
Phone (803) 254-0133
Greg Downs - Branch Manager, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 1320 Main St Ste 240, Columbia, SC 29201, USA
Phone (803) 251-4818
Richard Bunch - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1320 Main St Ste 240, Columbia, SC 29201, USA
Phone (803) 255-7070
Gary Jones - TIAA Wealth Management Advisor
Location 1320 Main St Suite 300, Columbia, SC 29201, USA
Phone (866) 904-7804
First Command Financial Advisor - Kyle Harper
Location 4406 A Forest Dr Suite 3, Columbia, SC 29206, USA
Phone (803) 790-7118
Pendleton Street Business Advisors

5 out of 5

Location 1100 Shirley St, Columbia, SC 29205, USA
Phone (803) 799-1301
First Command Financial Advisor - Ryan Gay
Location 4406 A Forest Dr Suite 3, Columbia, SC 29206, USA
Phone (803) 790-7118
Apex Investment Advisors, LLC
Location 1345 Garner Lane, Suite 201-a, Columbia, SC 29210, USA
Phone (803) 454-0900
CCM Investment Advisers Llc

5 out of 5

Location 1201 Main St #1910, Columbia, SC 29201, USA
Phone (803) 254-9500
Edward Jones - Financial Advisor: Jonathan C Mauffray, CRPC®
SEC File# 801-3297
CRD# 250

4 out of 5

Location 1410 Colonial Life Blvd W Suite 170, Columbia, SC 29210, USA
Phone (803) 731-0056
Merrill Lynch Wealth Management Advisor Taylor Stevens
Location 1301 Gervais St, Columbia, SC 29201, USA
Phone (803) 733-2139
Image of Columbia, SC
Image from Google Maps

About Columbia, SC

Columbia is the capital of South Carolina and the county seat of Richland County. The city was founded in 1786 and named for Christopher Columbus. Columbia is the center of a metropolitan area that includes the cities of Lexington and Sumter. The population of Columbia was 130,591 as of the 2010 Census. Columbia is home to the University of South Carolina, one of the largest universities in the United States. Other major employers in Columbia include the state government, Blue Cross Blue Shield of South Carolina, and Palmetto Health. Major highways and streets in Columbia include I-77, I-20, US-1, and SC-277. Neighborhoods in Columbia include Five Points, The Vista, and Rosewood.

Where Certified Financial Advisors in Columbia, SC Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a vital part of any community, and Columbia, SC is no exception. Banks provide essential services to their customers, such as checking and savings accounts, loans, and credit cards. They also offer a variety of other services that can be helpful to their customers, such as online banking, bill pay, and mobile banking.

Insurance Broker

Residents of Columbia, SC can rely on insurance brokers to help them find the best possible coverage for their needs. Insurance brokers are knowledgeable about the different types of insurance policies available, and they can help you find the policy that provides the most coverage at the best price. Brokers can also help you file claims and navigate the complex world of insurance. If you live in Columbia, SC, contact an insurance broker today to get started on finding the right policy for you.

Retirement Planning

Financial advisors in Columbia, SC can help residents create a retirement plan that will meet their unique needs. Retirement planning is not a one-size-fits-all process, and it is important to work with an advisor who understands the specificities of the local market. Some of the factors that financial advisors will take into account when creating a retirement plan include the age of the client, their income level, and their current savings status. Advisors will also need to know about any anticipated life changes, such as moving or retiring early. Retirement planning can be a complex process, but it is important to start sooner rather than later. Working with a financial advisor can help ensure that you have enough money saved up to enjoy your golden years.

Wealth Management

Wealth management is an important service for Columbia, SC residents. It can help people protect their assets and grow their wealth over time. There are a number of different wealth management strategies that can be used, and each one has its own benefits. Working with a wealth manager can help you find the right strategy for your needs and goals.

Estate Planning Lawyer

Estate planning lawyers in Columbia, SC can help residents create wills and trusts which will protect their assets and provide for their families after they die. Wills and trusts are important legal documents which can help to ensure that your loved ones are taken care of after you die. An estate planning lawyer can help you to create these documents, and can also advise you on how best to protect your assets during your lifetime.

Mortgage Loan Officer

Mortgage loan officers in Columbia, SC can help residents by providing them with the best rates and products available. By shopping around for the best deal, residents can save money on their mortgage and get into the home of their dreams. Loan officers can also help residents refinance their mortgages, which can save them a lot of money in the long run.

Tax Services

Residents of Columbia, SC can benefit from the expertise of tax accountants in order to ensure that they are taking advantage of all the deductions and credits to which they are entitled. Tax accountants can also help residents plan for their future tax liabilities, in order to minimize their overall tax burden.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Columbia, SC