Find a Financial Planner in Greenville, SC

 

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We Only Work With The Best Greenville 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 Greenville, SC


  • Financial Advisor Close to Greenville, 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 Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Greenville area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Greenville can include managing client retirement accounts, investments, tax plans, and more.
16.2% of Greenville's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Greenville area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Greenville area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Greenville area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Greenville area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 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 area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 67,737
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $309,500
  • Average Monthly Housing Cost: $1,014
  • Average Household Income: $92,204
  • 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, SC


BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

Website

(864) 527-0600

111 Millport Circle, Floor 2

Greenville, SC 29607

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

MATCH GRADE ADVISORS

Website

(864) 250-0661

400 Pettigru St

Greenville, SC 29601

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

HANOVER ADVISORS, INC

Website

(864) 235-6760

55 Beattie Place
Suite 205
Greenville, SC 29601

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

WCM GLOBAL WEALTH, LLC

Website

(864) 967-9838

201 Riverplace
Suite 500
Greenville, SC 29601

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

WEALTH MANAGEMENT ADVISORS, LLC

Website

(864) 236-4706

3 Legacy Park Road
Suite A
Greenville, SC 29607

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

PRIMETRUST ADVISORS LLC

Website

(864) 552-4020

101 College Street
Suite 1-B
Greenville, SC 29601

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

NOVUS ADVISORS

Website

(864) 272-3579

607 Pendleton Street
Suite 101-B
Greenville, SC 29601

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

REYNOLDS INVESTMENT MANAGEMENT INC

Website

(864) 232-8670

27 Cleveland Street, Ste 202

Greenville, SC 29601

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

NORRIS FINANCIAL GROUP, LLC

Website

(864) 235-6408

605 N. Main Street

Greenville, SC 29601

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

GOEPPER BURKHARDT LLC

Website

(864) 370-3244

531 South Main Street
Suite 303
Greenville, SC 29601

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