Bellerophon Wealth Management

Bellerophon Wealth Management is an independent, fee-only fiduciary financial advisor in Charleston serving small business owners and high-net-worth individuals. They specialize in comprehensive financial planning that integrates personal and business finances, investment management, retirement planning (including 401(k)s, SEP IRAs, and cash balance plans), and equity compensation strategies for entrepreneurs holding RSUs, stock options, and complex compensation packages. Led by Trent Derrick, the firm provides personalized, transparent guidance without cookie-cutter advice, helping clients scale businesses, navigate tax-efficient strategies, and build lasting legacies.