Overview

We are a full service independent wealth management office working with individuals. We are fee only and licensed to sell insurance as well. We create customized comprehensive financial plans for our clients. We are located in SC but have clients in 20+ states. We are a husband and wife team with over 25 years experience. One is a CERTIFIED FINANCIAL PLANNER™, a non-practicing attorney and an Arbitrator for the Southeast region of FINRA. Our broker/dealer is LPL Financial and we use Redtail CRM. We are looking primarily in the Carolinas but are open to other locations within a reasonable driving distance as we are licensed in neighboring states. We are staffed to accommodate a purchase and have done so in the past. Our hope is to find a practice with similar values and structure.

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