Find a Financial Advisor in Greenwood, SC

 

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

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We Only Work With The Best Greenwood 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

Experience

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

Trustworthiness

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 Greenwood, SC


  • Financial Advisor Close to Greenwood, 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 Greenwood, 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 Greenwood, SC

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

  • Population: 23,269
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $110,100
  • Average Monthly Housing Cost: $708
  • Average Household Income: $46,315
  • 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 Greenwood, SC

 

STOKES CAPITAL ADVISORS, LLC

Website

(864) 450-9051

101 Venture Court

Greenwood, SC 29649

SEC#: 801-106810
Years in Business: 5 years

GREENWOOD CAPITAL ASSOCIATES, LLC

Website

(864) 941-4049

425 Main Street
Suite 100
Greenwood, SC 29646

SEC#: 801-60493
Years in Business: 20 years

MEANS INVESTMENT CO., INC.

Website

(864) 527-5920

104 Maxwell Ave

Greenwood, SC 29646

SEC#: 801-80992
Years in Business: 6 years

MEANS INVESTMENT CO., INC.

Website

(864) 527-5920

104 Maxwell Ave

Greenwood, SC 29646

SEC#: 801-80992
Years in Business: 6 years

MEANS INVESTMENT CO., INC.

Website

(864) 527-5920

104 Maxwell Ave

Greenwood, SC 29646

SEC#: 801-80992
Years in Business: 6 years

 


Greenwood, SC Financial Advisor FAQs

It is recommended to start off by asking about the financial advisor's background, education, and areas of expertise so that you can get more perspective whether this person would be a good fit for your specific needs.
Exceptional financial advisors exist everywhere, and without a doubt there are reputable professionals that operate in your desired location. The first step you should take is to become educated about what kind of advisor would be best suited for each specific type of situation.
A financial advisor can pay a percentage of assets managed and/or charge an hourly rate.
A financial advisor discusses investment opportunities with their clients, identifies investment risks, manages debts, tax payments, and even retirement funds.