Find a Financial Advisor in Dorchester County, SC


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

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We Only Work With The Best Dorchester County 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from


All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA


All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC


Our Process for Choosing
An Independent Financial Advisor in Dorchester County, SC

  • Financial Advisor Close to Dorchester County, 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

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

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Dorchester County, SC

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

  • Population: 158,299
  • % of Population 62 Years and Over: 16.8%
  • Average Home Value: $208,900
  • Average Monthly Housing Cost: $1,158
  • Average Household Income: $79,605
  • 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 Dorchester County, SC




(843) 875-2133

810 Travelers Blvd
Suite A-1
Summerville, SC 29485

SEC#: 801-66615
Years in Business: 15 years


Dorchester County, SC Financial Advisor FAQs

There are many things to consider when choosing a financial advisor, including their level of experience and expertise, capabilities, or carry coverage.
Typically, advisors will spend time assessing your needs by asking you why you need their guidance, your goals in life, and how much money you're making now. Advisors then work on the project of creating financial plans tailored towards your interests and resources.
They may specialize in areas like investing or debt management. They can also give you advice on your taxes and offer expertise dealing with complicated issues like divorce or death if it ever comes up.
The first thing you'll want to do is choose an advisor who fits your needs - this includes any fiduciary or suitability requirements you may have such as location, income level, investing expertise etc.