Best Financial Advisors in South Carolina

What to Look for in a Financial Advisor

When selecting a financial advisor, it’s essential to consider several factors to ensure you choose someone who aligns with your financial goals and needs. Here are some key points to consider:

• Credentials: Look for certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA).
• Experience: An advisor with a long track record is more likely to have the expertise to manage your finances effectively.
• Fee Structure: Understand how the advisor charges for their services. Common structures include a percentage of assets under management (AUM), hourly fees, or fixed fees.
• Fiduciary Duty: Advisors with a fiduciary duty are legally required to act in your best interest.
• Services Offered: Ensure the advisor offers the specific services you need, such as retirement planning, investment management, tax planning, or estate planning.
• Reputation and Reviews: Check reviews and testimonials to gauge the advisor’s reputation and client satisfaction.

Credentials to Look For

Financial advisors can hold various credentials that indicate their level of expertise and commitment to the profession:

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• Certified Financial Planner (CFP): This certification requires extensive education, examination, experience, and adherence to a strict ethical code.
• Chartered Financial Analyst (CFA): Known for its rigorous curriculum, the CFA designation is highly respected in the investment community.
• Certified Public Accountant (CPA): CPAs with a focus on financial planning can offer valuable tax-related advice.
• Accredited Investment Fiduciary (AIF): This designation signifies expertise in fiduciary responsibility.

Top Financial Advisors in South Carolina

1. Foster Victor Wealth Advisors, LLC

• Location: 10 Toy Street, Ste. 200, Greenville, SC 29601
• Phone: (864) 720-2000
• Website: Foster Victor Wealth Advisors
• Social Media: LinkedIn
• Overview: Founded by Paul Foster and Rob Victor, this firm provides comprehensive financial planning and wealth management services. They focus on creating diversified portfolios tailored to individual risk tolerance and financial goals.
• Specialties: Traditional assets, mutual funds, ETFs, succession planning.
• Client Reviews: Clients appreciate the personalized attention and comprehensive approach to financial planning.

2. JBJ Investment Partners, LLC

• Location: 701 E. Bay Street, Ste. 305, Charleston, SC 29403
• Phone: (843) 606-3917
• Website: JBJ Investment Partners
• Social Media: LinkedIn
• Overview: Established by James B. Jackson, this firm caters to high-net-worth individuals, including professionals and small business owners. Their investment strategies are based on thorough analysis and tailored to clients’ financial situations.
• Specialties: ETFs, equities, debt securities, Master Limited Partnerships.
• Client Reviews: Clients commend their expertise and strategic investment approach.

3. Reynolds Investment Management, Inc.

• Location: 27 Cleveland Street, Ste. 202, Greenville, SC 29601
• Phone: (864) 232-8670
• Website: Reynolds Investment Management
• Social Media: LinkedIn
• Overview: Founded by Thomas J. Reynolds III, this firm emphasizes long-term, diversified portfolios with a focus on minimizing taxes and management fees.
• Specialties: Fundamental analysis, technical analysis, quantitative analysis.
• Client Reviews: Known for their personalized service and expertise in diversified investment strategies.

4. Anchor Investment Management

• Location: 3205 Devine Street, Columbia, SC 29205
• Phone: (803) 790-6654
• Email: bluewater-management@gmail.com
• Overview: This firm focuses on long-term, tax-efficient investment strategies and offers a range of financial planning services. As a fiduciary firm, they prioritize clients’ best interests.
• Specialties: Retirement planning, portfolio management, tax planning.
• Client Reviews: Praised for their transparency and client-first approach.

5. Hobbs Group Advisors

• Location: 1704 Laurel Street, Columbia, SC 29201
• Phone: (803) 540-3034
• Email: bluewater-asset@gmail.com
• Overview: Founded in 2007, this firm offers a personalized approach to financial planning, with services including insurance planning, estate planning, and retirement planning.
• Specialties: Personalized financial planning, pension consulting.
• Client Reviews: Clients value their detailed and customized financial plans.

6. Tunnell Financial

• Location: 1361 21st Ave. N., Suite 107-B, Myrtle Beach, SC 29577
• Phone: (843) 222-8964
• Overview: With over 26 years of experience, Bradley Tunnell specializes in advanced estate planning and offers a wide range of financial advisory services.
• Specialties: Retirement planning, estate planning, investment management.
• Client Reviews: Clients appreciate the firm’s deep expertise and personalized service.

7. Strategic Investment Partners

• Location: 1508 Military Cutoff Rd., Suite 206, Wilmington, NC 28403
• Phone: (910) 509-7230
• Overview: A sub-branch of Conway & Company Financial Services, this firm operates as fiduciaries and focuses on personalized investment strategies to meet client goals.
• Specialties: Long-term investment strategies, personalized financial planning.
• Client Reviews: Known for their integrity and commitment to clients’ best interests.

Summary Table

Here’s a summary of the top financial advisors in South Carolina:

Choosing the right financial advisor can make a significant difference in achieving your financial goals. Whether you need help with retirement planning, investment management, or estate planning, these top advisors in South Carolina offer a range of services to meet your needs.