Best Financial Advisors in Mount Pleasant

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Convergent Financial Group logo
FEATURED
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Convergent Financial Group

3850 Bessemer Road, Mount Pleasant, SC 29466
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Business Description

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 (18)

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
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SmartAdvisor by SmartAsset logo
FEATURED
Free consultation

SmartAdvisor by SmartAsset

Mount Pleasant, SC

Business Description

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.
4.0

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.
4.0
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––

Price: Free consultation

Atlantic Coast Advisory Group logo
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Atlantic Coast Advisory Group

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

Business Description

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
Bera Wealth Advisors logo
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Bera Wealth Advisors

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

Business Description

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
Google
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
Breakaway Financial Group logo
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Breakaway Financial Group

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

Business Description

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
Google
5.0 / 5 (8)
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
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Detail
Charleston Investment Advisors, LLC logo
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Charleston Investment Advisors, LLC

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

Business Description

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
Coastal Wealth Management logo
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Coastal Wealth Management

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

Business Description

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 (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
Commonwealth Financial Group logo
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Commonwealth Financial Group

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

Business Description

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
Good Life Financial Advisors logo
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Good Life Financial Advisors

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

Business Description

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 (6)

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
Jackson Financial Services logo
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Jackson Financial Services

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

Business Description

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
Facebook
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
Legacy Wealth Management logo
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Legacy Wealth Management

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

Business Description

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.
4.4
Google
4.3 / 5 (6)

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
Maximize Your Money logo
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Maximize Your Money

1121 Park West Blvd, Ste 225B, Mount Pleasant, SC 29466
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  • Certified Financial Planner (CFP)

Business Description

Maximize Your Money is a financial advisory firm that serves individuals and businesses in the Mount Pleasant area. It assists clients in creating plans based on their current financial state and life goals. It provides financial advice in areas such as retirement planning, risk management, business cash flow, and college planning. Its financial advisor, Brad Kingsley, is a Certified Financial Planner and Certified Exit Planning Advisor who has more than 20 years of experience in entrepreneurship.

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 (3)
Facebook
5.0 / 5 (3)
Morris Financial Concepts logo
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Morris Financial Concepts

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

Business Description

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
Oak Capital Management logo
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Oak Capital Management

501 Wando Park Blvd., Suite 140, Mount Pleasant, SC 29464
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  • Estate Planning
  • Retirement Planning
  • Financial Planning

Business Description

Oak Capital Management offers financial advising services to individuals, families, and businesses in Mount Pleasant and surrounding areas. It provides integrated financial plans to evaluate the clients' needs and create funding strategies according to the clients' circumstances. It employs various investment strategies, such as frequent portfolio review, proper asset allocation, and cash flow analysis. It also conducts a review of the clients' tax sensitivity and asset protection requirements. This company is composed of 10 certified financial planners and individuals with degrees in business and finance.

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 (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
Oak Street Advisors logo
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Oak Street Advisors

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

Business Description

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 (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
Oceanside Advisors, LLC logo
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Oceanside Advisors, LLC

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

Business Description

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
Google
5.0 / 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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Runey & Associates logo
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Runey & Associates

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

Business Description

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.
5.0
Google
5.0 / 5 (31)

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
Sweetgrass Financial Planning logo
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Sweetgrass Financial Planning

Mount Pleasant, SC
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  • Certified Financial Planner (CFP)

Business Description

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
Facebook
5.0 / 5 (1)
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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