Best Financial Advisors in Mount Pleasant

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.

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.

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.

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.

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.

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.

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.

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.

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. 

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.

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.

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.

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.

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.

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.

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.