Financial Advisors
Charleston, SC
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.
Ideal for: Small business owners, Tech employees with equity compensation, High-net-worth individuals building legacies, Entrepreneurs planning succession and retirement
Service area: Charleston, South Carolina and surrounding areas
Independent Fee-Only Fiduciary: Bellerophon operates as a fee-only advisor with no commissions, ensuring advice is aligned solely with client interests. They maintain fiduciary standards across all services, registered through LPL Financial.
Specialized in Equity Compensation & Business Owner Strategy: They offer expert guidance on RSUs, stock options (ISOs/NSOs), and complex equity packages—a niche service ideal for tech employees and entrepreneurs often overlooked by generalist advisors.
Integrated Personal & Business Financial Planning: Rather than separating business and personal finances, they craft holistic strategies that address retirement plans, tax optimization, and succession planning for business owners in one comprehensive approach.
Address: 1032 Savannah Hwy, Charleston, SC 29407
Phone: (843) 868-4042
Website: bellerophonchs.com
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