Best Financial Advisors in Charleston County, SC

We did the hard work of finding trustworthy partners in Charleston County, SC. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Charleston County, SC Fiduciary Financial Advisors

SEC File# 801-56942
CRD# 281958
Location 7301 Rivers Ave # 230, North Charleston, SC 29406, USA
Phone (843) 824-6629
Directions
SEC File# 801-120995
CRD# 294673
Location 56 Broad St, Charleston, SC 29401, USA
Phone (843) 598-1665
Directions
generic_business-71
Hines Wealth Management, LLC
Location 125 Wappoo Creek Dr Bldg. E Ste. 101A, Charleston, SC 29412, USA
Phone (888) 674-6777
Directions
generic_business-71
Active Lifestyle Financial Planning
4 out of 5
Location 413 Planters Trace Dr, Charleston, SC 29412, USA
Phone (843) 225-2058
Directions
generic_business-71
Edelman Financial Engines
Location 4401 Leeds Ave Suite 225, North Charleston, SC 29405, USA
Phone (833) 752-6333
Directions
generic_business-71
Morgan Stanley Financial Advisors
Location 200 Meeting St Suite 402, Charleston, SC 29401, USA
Phone (843) 727-7700
Directions
generic_business-71
Coastal Financial Planning Group
5 out of 5
Location 78 Ashley Point Dr Ste #201, Charleston, SC 29407, USA
Phone (843) 735-5065
Directions
generic_business-71
Nicholson Wealth Management Group Wells Fargo Advisors Financial Network
5 out of 5
Location 8 N Adgers Wharf, Charleston, SC 29401, USA
Phone (843) 790-2625
Directions
generic_business-71
Charleston Wealth Advisors
Location 806 Johnnie Dodds Blvd #202, Mt Pleasant, SC 29464, USA
Phone (843) 628-2892
Directions
Financial Advisors in Charleston County, SC

Where Certified Financial Advisors in Charleston County, SC Serve

Charleston County, SC is a vibrant and historic area, home to a range of iconic landmarks, top employers, major highways and streets, and diverse neighborhoods. From the stunning beaches of Folly Beach and Isle of Palms to the bustling city center of Charleston, there is truly something for everyone in this dynamic region. Some of the most notable landmarks in Charleston County include the historic Battery Park, the iconic Ravenel Bridge, and the stunning Magnolia Plantation and Gardens. These sites offer a glimpse into the rich history and culture of the area, and are must-see destinations for visitors and residents alike. When it comes to top employers, Charleston County boasts a range of industries and businesses, from healthcare and education to manufacturing and technology. Some of the largest employers in the area include the Medical University of South Carolina, Boeing, and the Charleston County School District.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Charleston County, SC can benefit greatly from the guidance of a financial advisor. With its booming tourism industry and growing population, Charleston County presents unique financial challenges for its residents. A financial advisor can help them navigate these challenges by providing personalized advice on budgeting, investments, retirement planning, and debt management. For example, with the median home value in Charleston County being over $350,000, a financial advisor can help residents make informed decisions about buying or selling property. Additionally, with the county's strong ties to the military, a financial advisor can assist service members and their families with navigating the complexities of military pay and benefits. Overall, a financial advisor can help residents of Charleston County achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Charleston County, SC could benefit greatly from the services of an insurance broker. With the county's proximity to the coast, residents may face unique risks from hurricanes and flooding that require specialized insurance coverage. An insurance broker can help residents navigate the complexities of insurance policies and find the right coverage to protect their homes and businesses from these risks. Additionally, with Charleston County's growing population and diverse economy, an insurance broker can help residents find affordable health insurance options, as well as coverage for their vehicles and other assets. Overall, an insurance broker can provide valuable guidance and support to residents of Charleston County as they navigate the often confusing world of insurance.

Retirement Planning

Residents of Charleston County, SC can benefit greatly from the services of a retirement planner. With its beautiful beaches, historic landmarks, and vibrant culture, Charleston County is a popular destination for retirees. A retirement planner can help residents of Charleston County navigate the complexities of retirement planning, including managing investments, creating a budget, and developing a comprehensive retirement plan. Additionally, a retirement planner can help residents take advantage of unique opportunities and resources in Charleston County, such as tax incentives for retirees and access to world-class healthcare facilities. By working with a retirement planner, residents of Charleston County can ensure that they are well-prepared for their golden years and can enjoy all that this beautiful area has to offer.

Wealth Management

Residents of Charleston County, SC can benefit greatly from the services of a wealth manager. With its booming tourism industry and growing population, Charleston County is a hub of economic activity. A wealth manager can help residents navigate the complexities of managing their finances in such a dynamic environment. For example, a wealth manager can assist with retirement planning, investment strategies, and tax planning. They can also provide guidance on estate planning and charitable giving. With their expertise, a wealth manager can help Charleston County residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Charleston County, SC can benefit greatly from the services of a mortgage loan officer. These professionals can assist with securing a mortgage for a new home or refinancing an existing mortgage. One specific way that a mortgage loan officer can help residents of Charleston County is by providing expertise on the local real estate market. With Charleston County being a popular tourist destination and a growing area for businesses, the housing market can be competitive and complex. A mortgage loan officer can provide guidance on the best neighborhoods to buy in, the types of homes that are available, and the current interest rates. Additionally, they can help residents navigate the various loan options available to them, ensuring that they find the best mortgage for their unique financial situation.

Tax Services

Residents of Charleston County, SC can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits. This is especially important in Charleston County, where residents may be eligible for tax breaks related to the preservation of historic homes and buildings. A tax advisor can also help residents navigate complex tax laws and regulations, ensuring they are in compliance and avoiding any penalties or fines. Additionally, with the recent changes to the tax code, a tax advisor can provide valuable insight into how these changes may impact residents' finances and help them plan accordingly. Overall, a tax advisor can be a valuable resource for residents of Charleston County looking to make the most of their tax situation.

Estate Planning Lawyer

Residents of Charleston County, SC can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This ensures that a person's assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can help residents of Charleston County navigate the unique legal landscape of the area, including the state's complex probate laws. With an estate plan in place, residents of Charleston County can have peace of mind knowing that their affairs are in order and their loved ones are protected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Charleston County, SC