Find a Financial Planner in Columbia, SC

 

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We did the hard work of finding trustworthy partners in Columbia, SC.

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We Only Work With The Best Columbia Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Columbia, SC


  • Financial Advisor Close to Columbia, SC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Columbia Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Columbia area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners in Columbia offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
13.0% of Columbia's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Columbia area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Columbia area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Columbia area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Columbia area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. South Carolina has unique laws defining which actions trigger a taxable event and has the 11th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Columbia area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Columbia area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Columbia, SC


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Columbia, SC

We evaluated over 13,000 RIA firms to bring you the best of the best Columbia financial advisors.
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How Retirement-Friendly is Columbia, SC?

  • Population: 133,273
  • % of Population 62 Years and Over: 13%
  • Average Home Value: $188,600
  • Average Monthly Housing Cost: $959
  • Average Household Income: $76,118
  • South Carolina Total Tax Burden: 7.45% (11th Lowest in U.S.)
  • South Carolina Property Tax: 2.77% (24th Lowest in U.S.)
  • South Carolina Individual Income Tax: 1.99% (17th Lowest in U.S.)
  • South Carolina Sales and Excise Tax: 2.69% (9th Lowest in U.S.)


The Top Financial Advisor Firms in Columbia, SC


CCM INVESTMENT ADVISERS, LLC

Website

(803) 254-9500

1201 Main Street Suite 1910

Columbia, SC 29201

SEC#: 801-29159
Years in Business: 34 years

JE WILSON ADVISORS, LLC

Website

(803) 799-9203

2431 Devine Street

Columbia, SC 29205

SEC#: 801-55086
Years in Business: 23 years

SOUTH STATE ADVISORY, INC.

Website

(803) 231-3492

520 Gervais St

Columbia, SC 29201

SEC#: 801-71264
Years in Business: 11 years

ANCHOR INVESTMENT MANAGEMENT

Website

(803) 790-6654

3205 Devine Street

Columbia, SC 29205

SEC#: 801-64338
Years in Business: 15 years

HOBBS GROUP ADVISORS LLC

Website

(803) 540-3034

1704 Laurel Street

Columbia, SC 29201

SEC#: 801-113063
Years in Business: 3 years

BEERS KIGHT FINANCIAL ADVISORS, LLC

Website

(803) 787-0003

3830 Forest Drive

Columbia, SC 29204

SEC#: 801-73105
Years in Business: 9 years

ABACUS PLANNING GROUP, INC.

Website

(803) 933-0054

2500 Devine Street

Columbia, SC 29205

SEC#: 801-55414
Years in Business: 23 years

DAVINCI FINANCIAL DESIGNS

Website

(803) 741-0134

5301 N. Trenholm Road
Suite A
Columbia, SC 29206

SEC#: 801-80733
Years in Business: 6 years

YON DRAKE & ASSOCIATES INC

Website

(803) 256-,X28

914 Richland St
Suite C-200
Columbia, SC 29201

SEC#: 801-49757
Years in Business: 25 years