Expertise.com

Best Financial Advisors in North Charleston

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
North Charleston, SCNorth Charleston, 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.

North Charleston, SCNorth Charleston, 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: --

235 Magrath Darby Blvd. Suite 120, Mt. Pleasant, SC 29464
Mt. Pleasant, SC 29464
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Bera Wealth Advisors helps individuals and families in North Charleston with their financial goals. Its financial planners craft personalized plans and strategies for clients and implement them using different investment vehicles, such as insurance and stocks. The firm assists those who are looking for means to build and diversify their asset portfolios through its wealth management service. It also works with people needing guidance in preparing for their retirement and estates. The firm supports Beads of Courage, Inc. and the Leukemia & Lymphoma Society - Lowcountry.

235 Magrath Darby Blvd. Suite 120, Mt. Pleasant, SC 29464
Mt. Pleasant, SC 29464

Website(843) 459-3096

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+

1311 Chuck Dawley Blvd., Ste 100, Mt. Pleasant, SC 29464
Mt. Pleasant, SC 29464
  • Certified Financial Planner (CFP)
  • Finance Planning

Charleston Investment Advisors, LLC, offers personalized strategies to North Charleston locals to maximize their potentials through various aspects of financial life. Its independent advisors assess clients' income, liquidity, time horizon, and risk tolerance to create financial maps they can follow. They create plans to address different areas including helping the family, protecting lifestyle, creating financial comfort, and building a legacy. Stephanie W. Mackara is the principal wealth advisor with two decades of financial services and investment management experience.

1311 Chuck Dawley Blvd., Ste 100, Mt. Pleasant, SC 29464
Mt. Pleasant, SC 29464

Website(843) 763-4499

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)

78 Ashley Point Drive Suite 201, Charleston, SC 29407
Charleston, SC 29407
  • Certified Financial Planner (CFP)

Coastal Financial Planning Group is an advisory firm that caters to the needs of the North Charleston metro and its surrounding areas. The firm primarily provides clients guidance and personalized solutions in planning for their retirement. Its team of professional advisors also assists in reviewing taxes and finances, allocating investments, and protecting legacies through estate planning. The Coastal Financial Planning Group has an ISO 9001/2015 certification. It has been in the financial business since 2003.

78 Ashley Point Drive Suite 201, Charleston, SC 29407
Charleston, SC 29407

Website(843) 735-5065

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:

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+

225 Seven Farms Dr, Suite 106, Charleston, SC 29492
Charleston, SC 29492
  • Certified Financial Planner (CFP)

Serving North Charleston and the neighboring communities, Commonwealth Financial Group is an independently owned firm that assists clients in fulfilling their long-term financial goals. The company's financial advisors aid individuals, business owners, medical professionals, and their families in making sound financial decisions through services such as risk management, personalized financial and retirement planning, and business succession planning. The firm was founded in 2000 by Britt Gilbert, an Investment Advisory Representative who focuses on portfolio management, financial planning, and individual consulting.

225 Seven Farms Dr, Suite 106, Charleston, SC 29492
Charleston, SC 29492

Website(843) 884-4545

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:

4.1 / 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+

8550 Dorchester Rd, North Charleston, SC 29420
North Charleston, SC 29420
  • Certified Financial Planner (CFP)

Based in North Charleston, Cornerstone Insurance Services and Wealth Advisory offers financial solutions to clients in the local metro. It provides personal portfolio management services based on each client's financial situation and risk tolerance. The firm also offers car, boat, life, disability, and health insurance products. Michael Haskett, the founder and CEO of Cornerstone Insurance Services and Wealth Advisory, established the firm in 2007. He is the co-author of "Baby Boomers Are Demanding More from Their Financial Advisors."

8550 Dorchester Rd, North Charleston, SC 29420
North Charleston, SC 29420

Website(843) 376-3350

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:

2 (Better)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

56 (Best)

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: --

6650 Rivers Avenue, Suite 128, North Charleston, SC 29406
North Charleston, SC 29406
  • Certified Financial Planner (CFP)

Cove Financial Solutions is a team of financial advisors that serves the North Charleston metro. It provides insights and educational resources that guide individuals, families, and businesses in planning their finances. The team offers customized strategies tailored to every client's needs such as retirement planning, investments, annuities, and insurance. One of these advisors, Ron Thompson, has been in the financial industry for more than 30 years. He is a board member of Ocala's National Association of Insurance Financial Advisors.

6650 Rivers Avenue, Suite 128, North Charleston, SC 29406
North Charleston, SC 29406

Website(843) 576-1448

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:

2 (Good)

Score Consistency:

Consistent (Best)

672 Marina Drive, Charleston, SC 29492
Charleston, SC 29492
Instagram
  • Certified Financial Planner (CFP)

Curran Financial Partners is an independent advisory firm that serves North Charleston. Its team of advisors helps clients utilize their money and construct retirement and financial plans that include investments to achieve their financial goals. The other services that it offers involve annuities, asset protection, IRA and 401(K) rollovers, tax-efficient strategies, and life insurance. It also refers clients to trust, probate, and estate planning professionals. Curran Financial Partners specializes in assisting retirees, including war veterans.

672 Marina Drive, Charleston, SC 29492
Charleston, SC 29492

InstagramWebsite(843) 300-1182

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

50 (Best)

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+

210 Wingo Way Suite 300, Mt. Pleasant, SC 29464
Mt. Pleasant, SC 29464
  • Financial Planning
  • Wealth Management

Legacy Wealth Management serves clients in the North Charleston area and the surrounding communities. The fiduciary firm deals with matters such as tax planning, retirement planning, investment management, and insurance alternatives. It also works on small business financial services, which involve complex tax solutions, general bookkeeping, retirement contribution services, and tax-efficient non-retirement funds allocation. R. Bennett “Benny” Firestone Jr., the president of Legacy Wealth Management, has over 15 years of experience in the industry.

210 Wingo Way Suite 300, Mt. Pleasant, SC 29464
Mt. Pleasant, SC 29464

Website(843) 416-1118

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:

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+

1032 Savannah Highway, Charleston, SC 29407
Charleston, SC 29407

Lighthouse Wealth Advisors of Charleston, LLC, creates financial plans to help its clients in North Charleston achieve their financial dreams. Its advisors determine the suitable courses of action to meet the customers' needs when dealing with retirement, income, education, and estate planning. They also manage wealth portfolios that cover mutual funds, indexed funds, fixed and variable annuities, and brokerage accounts. Company president Wes McKenna is licensed to provide insurance products in Georgia, North Carolina, and South Carolina.

1032 Savannah Highway, Charleston, SC 29407
Charleston, SC 29407

Website(843) 277-8266

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:

4 (Good)

Score Consistency:

Consistent (Best)

40 Calhoun St, Suite 310, Charleston, SC 29401
Charleston, SC 29401
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

MassMutual South Carolina is a financial planning agency that serves individuals and families in North Charleston. It interviews each client to guide them in determining key financial goals, such as retirement savings and education funds. The company's professionals then develop strategies to help clients build their accounts through investments and reduced expenses. They assist in gaining Social Security benefits, tax reduction, and annuity accounts. The agency is part of the Massachusetts Mutual Life Insurance Company. It also caters to business owners and successors of franchises and conglomerates.

40 Calhoun St, Suite 310, Charleston, SC 29401
Charleston, SC 29401

Website(843) 856-3411

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:

2 (Good)

Score Consistency:

Consistent (Best)

126 Seven Farms Drive, Suite 160, Daniel Island, SC 29492
Daniel Island, SC 29492
  • Certified Financial Planner (CFP)

Oak Capital Advisors LLC is an independent advisory firm serving North Charleston and the nearby communities. It primarily offers retirement planning services for business owners, helping them develop savings, investment, and income distribution plans that help achieve their retirement goals. The firm also offers exit planning services that help clients transition from their business and into retirement. Founder Brett Fellows holds the Certified Exit Planner designation from the Business Enterprise Institute and the Certified Financial Planner designation from the CFP Board.

126 Seven Farms Drive, Suite 160, Daniel Island, SC 29492
Daniel Island, SC 29492

Website(843) 284-0798

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)

235 Magrath Darby Boulevard Suite 140, Mount Pleasant, SC 29464
Mount Pleasant, SC 29464
  • Tax Planning
  • Tax Preparation
  • Certified Financial Planner (CFP)
  • Financial Planning

Oceanside Advisors offers fiduciary-based investing and financial planning solutions to clients in the North Charleston area. Its staff assists them in creating a net worth statement that provides a picture of their finances. This allows them to identify which debts to prioritize and guides them on their future financial decisions. Oceanside Advisors also handles tax planning, cash flow analysis, and mortgage and student loan planning. Its founder, Johann Kroll, is a Certified Financial Planner.

235 Magrath Darby Boulevard Suite 140, Mount Pleasant, SC 29464
Mount Pleasant, SC 29464

Website(843) 830-6568

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:

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: --

761 Coleman Blvd., Suite E, Mt. Pleasant, SC 29464
Mt. Pleasant, SC 29464
  • Certified Financial Planner (CFP)
  • Finance Planning

Runey & Associates is a family-owned wealth management firm that serves clients in North Charleston. It provides personalized counsel on financial planning matters to individuals ages 50 and above. The firm's financial advisors are equipped to assist clients with designing a retirement plan parallel to their unique needs, goals, and budgets. They can also help clients with investment management, tax planning, social security timing, and insurance optimization. The firm's CEO, James B. Runey III, previously worked as an investment banker in New York City.

761 Coleman Blvd., Suite E, Mt. Pleasant, SC 29464
Mt. Pleasant, SC 29464

Website(843) 654-1211

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

32 (Best)

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).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you