Runey & Associates Wealth Management

Runey & Associates Wealth Management is a fee-only financial advisory firm in Mt. Pleasant specializing in retirement planning for clients aged 50 and older. Led by CFA® charterholder James B. Runey III and a team including CFP® and CPA professionals, they provide comprehensive financial planning services including retirement income strategy, tax planning, investment management, Social Security optimization, and multigenerational inheritance planning. Their education-based approach emphasizes helping clients understand their financial decisions rather than selling products, with a fiduciary commitment to act in clients' best interests.