Best Financial Advisors in North Charleston

2022

Bera Wealth Advisors

• Estate Planning
• Wealth Management
• Financial Planning
• Retirement Planning

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.

Charleston Investment Advisors, LLC

• 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.

Coastal Financial Planning Group

• 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.

Commonwealth Financial Group

• 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.

Cornerstone Insurance Services and Wealth Advisory

• 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."

Cove Financial Solutions

• 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.

Curran Financial Partners

• 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.

Legacy Wealth Management

• Wealth Management
• Financial Planning

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.

Lighthouse Wealth Advisors of Charleston, LLC

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.

MassMutual South Carolina

• Financial Planning
• Retirement Planning
• Certified Financial Planner (CFP)

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.

Oak Capital Advisors LLC

• 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.

Oceanside Advisors, LLC

• Financial Planning
• Certified Financial Planner (CFP)
• Tax Preparation
• Tax 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.

Runey & Associates

• 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.