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Best Financial Advisors in Mount Pleasant

2023

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Website
Mount Pleasant, SC
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
3.4
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

848-BookPro
Mount Pleasant, SC

Why choose this provider?

Need help contacting a Financial Advisor in Mount Pleasant? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
409 Coleman Blvd. Ste 100, Mt. Pleasant, SC 29464
  • Estate Planning
  • Retirement Planning
  • Wealth Management

Why choose this provider?

Morris Financial Concepts is a fee-only, independent financial planning firm serving Mount Pleasant. For over 30 years, the firm has been providing personalized wealth management services, including retirement, tax, and 401k planning. Its team of financial advisors also offers legacy planning and estate management services to protect the client's assets for future generations. Founder Kyra Hollowell Morris is a CERTIFIED FINANCIAL PLANNER™ and was featured by Financial Planning Magazine as one of the industry's Movers and Shakers. Morris Financial Concepts have 4 CFP® professionals on their team along with a CFA and a CPA.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
761 Coleman Blvd. Suite E, Mt. Pleasant, SC 29464
  • Financial Planning
  • Wealth Management

Why choose this provider?

Runey & Associates is a firm that offers financial planning and management services in Mount Pleasant. It helps clients who want to plan for their retirement, grow their investment, and optimize their insurance. The advisors from this firm also help with proper tax planning and social security timing. James Runey, the founder and CEO of this firm, is a Chartered Financial Analyst. His previous work experiences include investment banking and running a China- and Singapore-based private equity firm.

Reputation:

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.
4.6
Google
5.0 / 5 (32)
Facebook
0.0 / 5 (3)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
210 Wingo Way Suite 300, Mt. Pleasant, SC 29464
  • Financial Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Legacy Wealth Management advises individuals in Mount Pleasant who are preparing for their retirement. With the aim to help clients accumulate, preserve, and enjoy their wealth, it creates tax and investment strategies that incorporate their goals, risk tolerance, and timeline. Its president Benny Firestone Jr. has nearly two decades of experience as a financial advisor. His clientele includes business owners, professionals, estate beneficiaries. Firestone was featured in Forbes magazine, where he stated the company's focus on service and people instead of sales and products.

Reputation:

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.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1311 Chuck Dawley Blvd #103, Mount Pleasant, SC 29464
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

Why choose this provider?

Jackson Financial Services is a wealth management and investment advisory firm that serves clients in Mount Pleasant and the surrounding areas. The firm provides financial management sessions and conferences aimed at medical professionals looking to engage in investment and wealth management opportunities. The firm offers financial management sessions and conferences to medical professionals interested in investing and managing their wealth. Mason Moise, the company's president, is a certified financial planner. Moise previously worked as a manager for financial services at Prudential Financial. 

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
235 Magrath Darby Blvd. Suite 120, Mount Pleasant, SC 29464
  • Finance Planning

Why choose this provider?

Bera Wealth Advisors help individuals and families make well-informed decisions regarding spending and saving money. Serving clients in and around Mount Pleasant, its financial advisors assist in creating proactive plans for cash flow management, investments, risk management, retirement planning, estate planning, and business planning. Outside of their company, founding partners Chrys Kanos and Heath Johnson seek to impact the community by volunteering and supporting charitable causes such as The First Tee of Greater Charleston, Leukemia and Lymphoma Society - Lowcountry, and Beads of Courage.

Reputation:

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.
5.0
Facebook
5.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Mount Pleasant, SC
  • Certified Financial Planner (CFP)

Why choose this provider?

Sweetgrass Financial Planning is a firm that has been operating in Mount Pleasant since 2017. It provides independent advice covering different areas of comprehensive financial planning, such as investments, debt elimination strategies, and cash flow management and budgeting. The process includes goal setting and data gathering, plan construction and implementation, and evaluation and adjustments. The firm's founder, Daniel Patterson, is a Certified Financial Planner who aims to make financial planning accessible to younger professionals and serves high-net-worth individuals approaching retirement.

Reputation:

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.
5.0

Website
222 W. Coleman Blvd. Ste. 104, Mt. Pleasant, SC 29464
  • Certified Financial Planner (CFP)

Why choose this provider?

Oak Street Advisors helps the Mount Pleasant metro in financial planning. It assists clients who are saving up for retirement, looking to maximize their retirement income, protecting their families, and minimizing their taxes. The firm also performs fiduciary investment management for individuals, trusts, estates, charitable organizations, and corporations. It utilizes investment types such as securities traded over the counter and exchange-listed securities. Joe Taylor, its owner and founder, began his career in financial services in 1989.

Reputation:

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.
4.7
Google
4.7 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
225 Seven Farms Drive Suite 106, Daniel Island, SC 29492
  • Financial Planning

Why choose this provider?

Commonwealth Financial Group is an advisory firm that serves clients in Mount Pleasant. It performs comprehensive financial planning and consultation for individuals and families, medical professionals, and business owners to help them manage their finances wisely and strategically. Its services include business succession planning, asset protection, tax planning, and retirement planning. Commonwealth Financial Group's president and CEO, Britt Gilbert, founded the firm in 2001. He leads a team of financial advisors and has FINRA series 6, 7, 63, 65, and 24 licenses.

Reputation:

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.
4.0
Google
4.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1311 Chuck Dawley Blvd., Ste 100, Mt. Pleasant, SC 29464
  • Financial Planning
  • Investment Advisor

Why choose this provider?

Charleston Investment Advisors, LLC, is a financial services company that caters to clients in Mount Pleasant. It sets up financial plans to help clients meet various retirement and insurance goals. The company works with accountants and attorneys to draft estate planning documents like powers of attorney and wills. It also builds and manages investment portfolios and employs a structured and disciplined approach to protect investors from common behavioral mistakes. The company's principal wealth advisor, Stephanie Mackara, has over two decades of industry experience.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
421 Wando Park Blvd., Suite 140, Mt. Pleasant, SC 29464
  • Certified Financial Planner (CFP)

Why choose this provider?

The Atlantic Coast Advisory Group offers financial advice to the locals of Mount Pleasant. It is an independent firm that helps its clients create retirement strategies using various investment and insurance products that suit their needs and goals. The firm works in partnership with Allianz, Lafayette Life Insurance Company, Lincoln Financial Group, Global Atlantic Financial Group, and MassMutual. James P. Smith, the president, founded the firm in 2004 after 23 years of being in the financial services sector.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
300 W. Coleman Boulevard, Mount Pleasant, SC 29464
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)

Why choose this provider?

Coastal Wealth Management guides clients in the Mount Pleasant metro with financial complexities. Its team of advisors helps clients navigate financial landscapes, helping them make financial decisions aligned with their principles and goals. The firm helps with investments, insurance services, and financial planning strategies including retirement and estate plans. Coastal Wealth Management also offers lifestyle financial planning that aims to help create a balance between work and play. Eric Cox, who has been in the securities industry since 1993, serves as the firm's president.

Reputation:

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.
5.0
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
887 Johnnie Dodds Blvd. Suite 213, Mount Pleasant, SC 29464
  • Finance Planning

Why choose this provider?

Breakaway Financial Group is a fee-only financial advisory firm serving Mount Pleasant. It helps clients develop a plan through its unique Breakaway Financial Group Game Plan approach in order to achieve their financial goals. Its services include cash flow, investment, and life risk management; estate preservation; and retirement and tax planning. Prior to starting his career in the industry, owner Patrick Traverse was a long-time professional hockey player who played in the National League in Canada for five years.

Reputation:

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.
5.0
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
235 Magrath Darby Boulevard, Mount Pleasant, SC 29464
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Oceanside Advisors, LLC, is a fiduciary-based investing and financial planning company serving clients in Mount Pleasant. The firm focuses on providing retirement plans aimed at employing efficient tax investing and withdrawal strategies. Other services include investment management and insurance analysis. Oceanside Advisors was established in 2012. Two years following its founding, it became a registered investment advisor. Johann Kroll, CFA, CFP, is the founder of the firm. He draws upon over 12 years of experience in personal investing.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1124 Park West Blvd, Mount Pleasant, SC 29466
  • Finance Planning

Why choose this provider?

Good Life Financial Advisors is a firm that caters to individuals and families in Mount Pleasant. It offers personalized financial planning and wealth management services to help clients achieve their unique financial vision and goals. It also handles life insurance, estate planning, and retirement planning. The company aims to provide holistic financial solutions and recommendations by building wealth, reducing risks, and preparing its clients for their key milestones. Its senior investment executive, Fred Claghorn, is a Certified Financial Planner.

Reputation:

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.
5.0
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1000 Johnnie Dodds Blvd, Suite 103-177, Mount Pleasant, SC 29464
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning

Why choose this provider?

Holy City Prosperity provides financial guidance to individuals, families, and business owners in Mount Pleasant. The firm specializes in financial planning in a variety of areas, including cash flow optimization, insurance alignment, tax planning, and income generation. It also uses a multi-tiered screening process, which includes both technical and fundamental analysis, for its comprehensive investment management services. Phillip Cingolani, the managing partner, has over 20 years of experience providing financial advice. He holds a master's degree in Financial Planning.

License Verified:

License: 316593

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3850 Bessemer Road, Mount Pleasant, SC 29466

Why choose this provider?

Convergent Financial Group is an independent fiduciary guiding people in Mount Pleasant and the Charleston area to shift from just making a good living to thriving financially. Through comprehensive planning and investment management, Jeremy Ellisor offers practical solutions, ensuring that all areas affecting clients’ financial lives are directed in their best interest. He even works with clients' CPAs, estate attorneys, and insurance agents to coordinate the common goals. The company also has a blog that discusses various issues, including marriage, markets, and mortgages.

Reputation:

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.
5.0
Google
5.0 / 5 (20)
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Are there penalties if you withdraw from your retirement savings plan in Mount Pleasant if you plan to retire early?

    Workplace retirement plans in Mount Pleasant, such as 403(b)s and 401(k)s, usually have penalty-free withdrawals if you plan to retire at the age of 55. This is applicable even if you resigned from your job or were fired from it. Retirement savings plans, such as deferred annuities and IRAs, would incur a 10% penalty if you make a withdrawal at the age of 59 and a half.

  • When is options trading beneficial for an investor in Mount Pleasant?

    Options trading provides high yields over a short period of time if the Mount Pleasant investor places the bet correctly. The commission from these investments has been low in recent years. Another benefit is that options prices are unpredictable, which traders can use to gain advantage of the fluctuations in price. Additionally, strategies such as covered call carry less risk but increase profits.

  • Does Mount Pleasant have programs to attract business investors to the metro?

    Yes, Mount Pleasant has a selection of programs and incentives to attract investors and accomplish economic priorities. Some of these programs are:

    • Town Proud Certified Local Business
    • Economic Development Incentive Grant
    • Mount Pleasant Chamber of Commerce Business and Community Expo Interested investors can visit the local government in the Municipal Complex at 100 Ann Edwards Lane, Mount Pleasant, SC 29464. They can call the local government's main line at 843-884-8517.

  • How can insurance planning benefit the finances of a person in Mount Pleasant?

    More than just buying plans, a carefully thought-out insurance plan must provide comprehensive personal and business protection. This includes insurance policies for home, auto, liability, health, disaster, and life coverage. In addition, it must incorporate considerations, such as business succession planning, tax mitigation, risk management, and wealth leveraging strategies. An individual from Mount Pleasant can benefit from the insurance advice of a professional financial planner.

  • Are there educational resources from the state government to help out beginner investors in Mount Pleasant?

    Yes, the South Carolina Attorney General’s Office has an Investor Education and Information Program to help beginner investors protect themselves before starting with the endeavor. It can alert investors to potential frauds and schemes, offer practical tips for protection, and educate consumers about basic securities laws. Community organizations in Mount Pleasant can request a speaker to present educational information to beginner investors in the metro by contacting the Office of the Attorney General Securities Division at 803-734-9916 and the address below: Rembert Dennis Building 1000 Assembly Street 1 Columbia, SC 29201

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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