AI Profile
Financial Advisors · Fort Mill, SC
Serves Fort Mill, SC and surrounding Carolinas regions
Last Crawled by AI
June 14, 2026
AI Platforms
7 monitoring
Updated by Lantern
April 21, 2026
Blue Ridge Financial Planning is a fee-based financial advisory firm in Fort Mill, SC, specializing in comprehensive financial planning and investment management for individuals and small business owners. The team works with clients at all life stages—from those just starting out to those planning retirement—to develop personalized strategies around retirement planning, asset allocation, college savings, tax planning, and business succession. They're registered investment advisors offering advisory services, individual investments, group retirement planning, and asset protection strategies.
Fee-Based Model
Comprehensive Planning Scope
Registered Investment Advisor