Financial Advisors
Fort Mill, SC
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.
Ideal for: Individuals planning for retirement, small business owners seeking succession planning, families prioritizing college savings and tax efficiency, clients seeking comprehensive fee-based financial planning
Service area: Fort Mill, SC and surrounding Carolinas regions
Fee-Based Model: Blue Ridge operates on a fee-based structure, aligning their interests with client success rather than commission-driven recommendations.
Comprehensive Planning Scope: Beyond investment management, they offer integrated planning around retirement strategies, tax planning, college savings, business continuation, and asset protection—creating a holistic financial picture.
Registered Investment Advisor: Credentialed as a registered investment adviser with advisory services through Cambridge Investment Research Advisors, meeting fiduciary standards and regulatory requirements.
Address: 111 Clebourne St Suite 220, Fort Mill, SC 29715
Phone: (803) 443-0008
Website: blueridgeplanning.com
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