Find a Financial Planner in Greenville County, SC


Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Greenville 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 Financial Times,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


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


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


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

  • Financial Advisor Close to Greenville 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


How Can a CFP® in Greenville County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Greenville County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Greenville County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
18.8% of Greenville County'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 Greenville County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Greenville County area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Greenville County 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 Greenville County 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 Greenville County 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 Greenville County area when dealing with high-interest credit card debt and private student loans.


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

We evaluated over 13,000 RIA firms to bring you the best of the best Greenville County financial advisors.
  • This field is for validation purposes and should be left unchanged.

How Retirement-Friendly is Greenville County, SC?

  • Population: 507,003
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $195,500
  • Average Monthly Housing Cost: $938
  • Average Household Income: $82,940
  • 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 Greenville County, SC



(864) 527-0600

111 Millport Circle, Floor 2

Greenville, SC 29607

SEC#: 801-42913
Years in Business: 28 years



(864) 250-0661

400 Pettigru St

Greenville, SC 29601

SEC#: 801-114348
Years in Business: 2 years



(864) 235-6760

55 Beattie Place
Suite 205
Greenville, SC 29601

SEC#: 801-63150
Years in Business: 17 years



(864) 967-9838

201 Riverplace
Suite 500
Greenville, SC 29601

SEC#: 801-117029
Years in Business: 2 years



(864) 236-4706

3 Legacy Park Road
Suite A
Greenville, SC 29607

SEC#: 801-79660
Years in Business: 7 years



(864) 552-4020

101 College Street
Suite 1-B
Greenville, SC 29601

SEC#: 801-68762
Years in Business: 13 years



(864) 272-3579

607 Pendleton Street
Suite 101-B
Greenville, SC 29601

SEC#: 801-78828
Years in Business: 7 years



(864) 232-8670

27 Cleveland Street, Ste 202

Greenville, SC 29601

SEC#: 801-40973
Years in Business: 29 years



(864) 235-6408

605 N. Main Street

Greenville, SC 29601

SEC#: 801-112958
Years in Business: 3 years



(864) 370-3244

531 South Main Street
Suite 303
Greenville, SC 29601

SEC#: 801-62283
Years in Business: 17 years