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Best Financial Advisors in Columbia

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Columbia, SCColumbia, SC

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Columbia, SCColumbia, SC

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

2500 Devine Street, Columbia, SC 29205
Columbia, SC 29205
  • Estate Planning
  • Insurance Products

Abacus is an investment counsel and financial planning firm that has been serving families, individuals, and businesses in the metro area of Columbia since 1998. It offers various services, such as retirement planning, insurance, tax planning, risk management, and trust and estate planning. Its team of fiduciaries educates and advises clients throughout the financial planning process. Abacus has been involved in several organizations, including The Children's Trust of South Carolina, Riverbanks Zoo & Garden, and Columbia Free Medical Clinic.

2500 Devine Street, Columbia, SC 29205
Columbia, SC 29205

Website(803) 933-0054

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3205 Devine Street, Columbia, SC 29205
Columbia, SC 29205
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Anchor Investment Management, LLC, is a financial advisory company serving the Columbia metro. The company was established in 2000 by W. Patrick Dorn, Jr. through his over three decades of experience in the financial and investment industry. Anchor Investment Management offers financial planning services that present a comprehensive way of handling the clients' expenses and assets, employee retirement plans for maximum retirement savings, and investment management to address short and long-term needs. The company also offers insurance and retirement planning.

3205 Devine Street, Columbia, SC 29205
Columbia, SC 29205

Website(803) 399-9383

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

200 Center Point Circle, Columbia, SC 29210
Columbia, SC 29210
  • Certified Financial Planner (CFP)

Calmwater Advisors is an independent wealth management firm that serves the residents of Columbia and the surrounding areas. It helps clients manage their financial lives through wealth strategies such as asset allocation and accumulation, alternative investments, risk management, and tax management. The firm also provides retirement planning, estate planning, and business planning services. Calmwater Advisors supports non-profit organizations such as St. Jude Children's Research Hospital, Harvest Hope Food Bank, Columbia Women's Shelter, and Wounded Warrior Project.

200 Center Point Circle, Columbia, SC 29210
Columbia, SC 29210

Website(803) 252-8100

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6208 Garners Ferry Road, Columbia, SC 29209
Columbia, SC 29209
  • Estate Planning
  • Tax Planning

Capital City Financial Partners is a team of professionals that assists individuals and families in building financial strategies that benefit their retirement plans. It uses the Capital Confidence Plan to handle its clients' financial situations, needs, and goals. Serving Columbia and the surrounding communities, the group is led by managing partner and financial advisor Joshua Bradley, who started the practice in 2015. The firm has also been featured in business magazines such as Fortune, Entrepreneur, and Bloomberg Businessweek.

6208 Garners Ferry Road, Columbia, SC 29209
Columbia, SC 29209

Website(803) 782-0671

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1201 Main Street, Columbia, SC 29201
Columbia, SC 29201
  • Certified Financial Planner (CFP)

CCM Investment Advisers is an advisory firm located in the Columbia metro. The firm has been in the industry for over 19 years. The firm specializes in client-focused investment programs such as fixed-income, moderate risk-balanced, low risk-balanced, equity, core balanced, and core balanced plus portfolios. It also helps clients in choosing the appropriate investment style for their needs. CCM Investment Advisers was established by Fowler W. Cary, Jr., following his career as a research analyst in 1972.

1201 Main Street, Columbia, SC 29201
Columbia, SC 29201

Website(803) 254-9500

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

2000 Center Point Road, Columbia, SC 29210
Columbia, SC 29210
  • Certified Financial Planner (CFP)
  • Retirement Planning

Cornerstone Financial Management is an independent asset management and financial planning company serving individuals and businesses in Columbia. Established in 2014, it provides a range of services, including investment management and insurance, college, and estate planning. The firm also offers guidance and assistance with long-term care and retirement planning as well as business succession planning and business retirement plan management. Cornerstone Financial Management founder Ken Calcutt has been in the financial planning industry since 2004. He is a SmartVestor Pro with Dave Ramsey.

2000 Center Point Road, Columbia, SC 29210
Columbia, SC 29210

Website(803) 462-4396

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5301 North Trenholm Road, Columbia, SC 29206
Columbia, SC 29206
  • Certified Financial Planner (CFP)

DaVinci Financial Designs is a Columbia-based financial planning and investment advisory firm. Its philosophy entails analyzing the situation of each client and designing strategies focused on aligning the clients' available financial resources with their values. The company's financial plans involve risk management, tax planning, cash management, and business and estate planning. Additionally, the professionals from this firm offer investment advice and recommend financial products that address their clients’ needs. Principal and managing partner Jim Agostini is a Certified Financial Planner and a Chartered Financial Consultant.

5301 North Trenholm Road, Columbia, SC 29206
Columbia, SC 29206

Website(855) 812-8844

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1715 Pickens Street, Columbia, SC 29201
Columbia, SC 29201
  • Estate Planning
  • Retirement Planning
  • Insurance Products

EFinancial Advisors is a firm that serves the Columbia area. It was founded on the mission of creating meaningful financial strategies to help its clients live sustainable lives. The firm's financial advisors make use of an approach that involves determining its customers' goals, designing their portfolios, and implementing and monitoring their strategies. Their services include wealth management, retirement planning, and estate planning. Moreover, they have experience handling financial strategies for small businesses. EFinancial Advisors also offers faith-based planning solutions.

1715 Pickens Street, Columbia, SC 29201
Columbia, SC 29201

Website(803) 799-9503

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1901 Bull Street, Columbia, SC 29201
Columbia, SC 29201
  • Certified Financial Planner (CFP)

G3 Wealth Advisors provides financial planning services to Columbia and the nearby areas. It offers wealth management services to help clients sustain and meet their short- and long-term goals. It also provides retirement, business, estate, and education fund planning services. The company is also available for risk management solutions. One of its founding partners, George Starnes III, is a private wealth advisor who has been in the financial industry since 1982. Starnes III also holds the Chartered Life Underwriter and financial consultant designations.

1901 Bull Street, Columbia, SC 29201
Columbia, SC 29201

Website(803) 254-1802

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1704 Laurel Street, Columbia, SC 29201
Columbia, SC 29201
  • Estate Planning
  • Certified Financial Planner (CFP)

Hobbs Group Advisors is a financial advisory and wealth management firm that serves clients in and around Columbia. Its services include audit and attestation, tax planning, retirement plan consulting, and insurance services. It also provides small business assistance, business consulting, business valuation, and forensic accounting. The firm's financial professionals manage the wealth of various industries, including non-profit organizations, construction, real estate, retail, manufacturing and distribution, and government. Hobbs Group Advisors has been in business for 30 years.

1704 Laurel Street, Columbia, SC 29201
Columbia, SC 29201

Website(803) 540-3034

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1100 Shirley Street, Columbia, SC 29205
Columbia, SC 29205
Instagram
  • Certified Financial Planner (CFP)
  • Business Formation

Pendleton Street Business Advisors provides services to clients in Columbia and all across the country. The firm develops financial strategies which help clients manage their business growth and reengineer financial cashflows. The company also specializes in business valuation and exit planning to assist business owners with selling their business or retirement. Pendleton Street Business Advisors was co-founded by John H. Barnes and Matt A. Morley, both of whom are certified advisers and former chief officers of WHM Capital Advisors.

1100 Shirley Street, Columbia, SC 29205
Columbia, SC 29205

InstagramWebsite(803) 799-1301

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6156 Saint Andrews Road, Columbia, SC 29212
Columbia, SC 29212
  • Estate Planning
  • Certified Financial Planner (CFP)

The McDaniel Corporation is a financial advisory firm serving Columbia and the surrounding areas. It provides investment analysis and planning, risk management, and tax strategies. The firm also handles retirement income planning and estate planning matters. Its advisors focus on the proper implementation of the clients' investments and insurances and send regular updates via review meetings, letters, and newsletters. The McDaniel Corporation is affiliated with H.S. Dent Financial Advisors Network.

6156 Saint Andrews Road, Columbia, SC 29212
Columbia, SC 29212

Website(803) 750-4848

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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