Areas served: Charleston, SC and surrounding Charleston County, including Mount Pleasant, James Island, West Ashley, and Daniel Island
Charleston's financial services landscape reflects the city's diverse economy, with advisors serving established wealth from historic downtown families, military personnel transitioning from nearby bases, and transplants from the growing tech and healthcare sectors. The local advisor community ranges from independent fee-only fiduciaries to branch offices of national wirehouses, with notable concentrations in Mount Pleasant and Daniel Island serving the region's expanding suburban wealth. Charleston advisors frequently specialize in retirement planning for Boeing retirees, real estate portfolio management given the area's robust property market, and estate planning that addresses South Carolina's favorable trust laws.
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.
Convergent Financial Group is an independent, fee-only fiduciary wealth management firm serving high-net-worth individuals, executives, business owners, and retirees in Mount Pleasant, SC and nationwide. They specialize in integrated investment management and comprehensive financial planning for clients with $250,000+ in investable assets, coordinating investment decisions with tax optimization, retirement planning, and major life transitions. Their approach combines advanced risk management strategies with tax-aware planning to help affluent families protect and grow meaningful wealth without the conflicts of interest inherent in commission-based advisory relationships.
PGI Financial Services, led by founder Paul MacDonald with over 30 years in the investment industry, specializes in retirement planning and wealth preservation strategies. The firm helps clients create comprehensive financial plans focused on asset preservation, growth, and income optimization to ensure their money lasts through retirement. With team members holding professional designations including ChFC®, CLU®, and Enrolled Agent credentials, PGI works with clients to develop strategies addressing Social Security, taxes, annuities, healthcare costs, and legacy planning.
Good Life Financial Advisors is an independent financial advisory firm serving Mount Pleasant and the greater Charleston area. They provide comprehensive financial planning and investment management services tailored to help clients build and protect their wealth. With a focus on personalized service and local expertise, Good Life Financial Advisors works closely with individuals and families to develop strategies aligned with their long-term goals.
Curran Financial Partners is a retirement-focused financial advisory firm based on Daniel Island, serving hard-working families throughout the Charleston area. Led by Adam and his team, they specialize in comprehensive retirement planning, tax preparation, and estate planning under one roof. Their mission centers on making wealth-building strategies typically reserved for high-net-worth individuals accessible to Main Street families, with a particular focus on helping retirees and those saving for retirement navigate complex financial decisions.
Coastal Strategic Capital is a financial advisory firm serving the Charleston area with comprehensive wealth management, investment strategies, and financial planning services. Based in Daniel Island, they work with individuals and families to build customized financial plans aligned with their long-term goals, offering expertise in portfolio management, retirement planning, and tax-efficient investing.
ACT Advisors Wealth Management is a fee-only, fiduciary financial planning and investment management firm serving successful families, executives, and professionals in the Mount Pleasant area. Founded on the principle of putting client interests first without commissions or product sales, they specialize in complex financial situations including executive compensation planning, tax-efficient strategies, retirement planning, and wealth transfer for high-net-worth clients. Their integrated approach coordinates investments, taxes, estate planning, and legacy goals while leveraging technology and specialist partnerships to deliver personalized guidance.
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.
Warren Capital Group is a nationally trusted wealth management firm founded in 2005, serving individuals and businesses with comprehensive financial solutions including investment portfolio management, financial planning, retirement planning (401(k) & SIMPLE IRA), asset protection, and tax-efficient strategies. Led by founder Joe Warren and a team of 4 investment advisor representatives with 72+ years of combined experience, the firm operates as a fiduciary committed to putting clients' interests first. They've served 170+ families and companies, offering consolidated online access to monitor investments, retirement, and credit accounts through their foundational planning software.
Tristate Financial Advisors is an independent financial advisory firm serving the Charleston area with comprehensive wealth management, investment planning, and retirement strategies. The North Charleston office provides personalized financial guidance to help clients build and protect their wealth through tax-efficient strategies and diversified investment solutions. They work with individuals and families to create customized financial plans aligned with long-term goals.
Breakaway Financial Group LLC is a financial advisory firm specializing in business owner finances, operating as a personal CFO team based in Mt. Pleasant. They provide integrated financial planning covering cash flow management, tax strategy, investment planning, and wealth automation for entrepreneurs and business owners. Their approach combines business and personal finances into one coordinated system, handling ongoing execution and optimization so clients can focus on growing their business.
Twenty Fifty Capital is a financial advisory firm based in Mount Pleasant that helps clients with personalized wealth management and financial planning strategies. They work with individuals and families to develop comprehensive financial plans tailored to their specific goals and circumstances.
Bera Wealth Advisors is an independent financial advisory firm serving the Charleston area from their Mount Pleasant office. They provide comprehensive wealth management and financial planning services to help clients build and preserve their wealth. Bera Wealth Advisors combines personalized service with a client-centered approach to address each client's unique financial goals.
Lighthouse Wealth Advisors of Charleston is an independent financial advisory firm serving the Charleston area with personalized wealth management and financial planning services. They work with clients to develop comprehensive strategies tailored to individual goals, offering guidance on investments, retirement planning, and overall financial health. Their Charleston-based team focuses on building long-term relationships and providing ongoing support to help clients navigate financial decisions.
Morgan Stanley Financial Advisors in Charleston provides comprehensive wealth management and investment services to individuals and families. As part of the globally recognized Morgan Stanley firm, they offer portfolio management, retirement planning, estate planning, and financial advisory services tailored to clients' long-term goals. Their team of advisors leverages Morgan Stanley's research and resources to help clients build and preserve wealth.
Nicholson Wealth Management Group is an independent financial advisory firm based in Charleston specializing in comprehensive wealth management, investment strategy, and financial planning for individuals and families. Their team works closely with clients to develop personalized financial plans tailored to long-term goals, retirement planning, and asset management.
Edward Jones financial advisor Louis C Tick provides personalized financial planning and investment management services to individuals and families in the Charleston area. Based at 11 Gamecock Ave, Louis works with clients to develop comprehensive financial strategies tailored to their goals, whether saving for retirement, managing investments, or planning for major life events. As part of Edward Jones, a trusted national firm, Louis combines personalized service with access to a full range of financial products and advisory resources.
Edward Jones financial advisor Brad Worsham, CFP®, helps individuals and families in Charleston build comprehensive financial plans tailored to their goals. With credentials including CPWA®, AAMS®, CRPC™, and CRPS™, Worsham offers investment management, retirement planning, college savings strategies, and wealth preservation guidance. Edward Jones combines personalized service with a fiduciary approach to help clients work toward their long-term financial objectives.
Coastal Wealth Advisors, LLC is an independent financial advisory firm based in Johns Island, South Carolina, serving clients throughout the Charleston area. They provide comprehensive financial planning, investment management, and insurance services to help clients build and protect their wealth. The team works with individuals and families to develop personalized strategies aligned with their long-term financial goals.
Kaizen Wealth Management is an independent financial advisory firm based in Charleston specializing in comprehensive wealth management and financial planning for individuals and families. The firm takes a personalized approach to help clients build and preserve wealth through strategic investment management and retirement planning.
Commonwealth Financial Group Inc is a financial advisory firm in Charleston specializing in comprehensive wealth management and financial planning for individuals and families. Their team of experienced consultants helps clients develop personalized financial strategies, investment plans, and retirement solutions tailored to their unique goals and circumstances.
Daniel Island Wealth Management provides comprehensive financial planning and investment management services to individuals and families in the Charleston area. Based on Daniel Island, they offer personalized wealth strategies designed to help clients build and preserve their financial assets. Their consultative approach focuses on understanding each client's unique financial goals and circumstances.
Rodenberg Asset Management is a financial advisory practice affiliated with Raymond James, a major national financial services firm. They provide comprehensive wealth management, investment advisory, and financial planning services to individuals and families in the Charleston area. Their team helps clients build and preserve wealth through personalized investment strategies and financial guidance.
Oak Capital Advisors, LLC is a financial advisory firm based in Charleston specializing in comprehensive wealth management and financial planning for individuals and families. Founded by experienced consultants, they provide personalized investment strategies, retirement planning, and financial guidance tailored to their clients' long-term goals. Oak Capital Advisors focuses on building lasting client relationships through transparent, professional financial advice.
LPL Financial is a financial advisory firm based in North Charleston serving the Charleston area and surrounding Lowcountry communities. As one of the largest independent financial advisor networks in the United States, LPL Financial advisors provide comprehensive wealth management, investment management, retirement planning, and financial advisory services tailored to individual and business clients. The firm combines the independence of a local advisory practice with the resources and support infrastructure of a national platform.
Coastal Wealth Management is a financial advisory firm based in Mount Pleasant, SC, serving clients throughout the Lowcountry with comprehensive wealth management, investment planning, and financial strategy services. The firm helps individuals and families build and protect their assets through personalized financial planning tailored to their unique goals and circumstances.
Beacon Pointe Advisors is a financial advisory firm serving the Charleston area with comprehensive wealth management and financial planning services. Their team of advisors helps clients build and protect wealth through personalized investment strategies, retirement planning, and financial guidance tailored to individual goals and circumstances.
Runey & Associates Wealth Management is the top-ranked financial advisor in Charleston with a Lantern Score of 83.60/100 and a 5★ rating based on 52 reviews. Led by CFA® charterholder James B. Runey I, they specialize in retirement planning for clients aged 50 and older, including pre-retirees, retirees, and high-net-worth individuals seeking fee-only advisory services.
Several top-ranked firms specialize in business owner services: Convergent Financial Group (Lantern Score 82.25) serves executives and business owners with complex assets, while Breakaway Financial Group LLC (77.70) operates as a personal CFO team for business owners with variable income. Bellerophon Wealth Management (78.61) specifically focuses on small business owners and entrepreneurs planning succession and retirement.
PGI Financial Services (Lantern Score 82.04) specializes in retirement planning and wealth preservation for pre-retirees and retirees, while Curran Financial Partners (80.70) focuses on families approaching or in retirement with integrated tax and estate planning. Good Life Financial Advisors (81.53) also serves the broader Charleston area with comprehensive planning for those seeking personalized advisory services.
Runey & Associates Wealth Management (Lantern Score 83.60) and Convergent Financial Group (82.25) are both explicitly fee-only fiduciary firms. ACT Advisors Wealth Management (78.99) is also fee-only and fiduciary, specializing in senior executives with complex compensation and retirees seeking validation of their retirement readiness.
No financial advisors in Charleston's 27 listed businesses are open on weekends, so you'll need to schedule appointments during regular business hours during the week.
Convergent Financial Group (Lantern Score 82.25) and PGI Financial Services (82.04) both specialize in high-net-worth individuals seeking wealth preservation, while Coastal Strategic Capital (79.73) provides comprehensive wealth management for high-net-worth clients planning succession. ACT Advisors Wealth Management (78.99) also serves successful families and executives with significant assets.