Best Financial Advisors in North Charleston, South Carolina

Scipio Financial, led by CLU® (Chartered Life Underwriter) Terry Scipio, provides comprehensive financial planning and insurance solutions to individuals and families in the Lowcountry. The firm specializes in life insurance, retirement planning, investment management, and tax-efficient wealth strategies tailored to each client's unique goals. With deep expertise in insurance products and a fiduciary approach, Scipio Financial helps clients protect their families and build lasting financial security.

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.

Rebecca Meister is a licensed insurance agent and investment professional with Mutual of Omaha serving the Charleston area. She specializes in comprehensive financial planning for families, professionals, business owners, and retirees, offering life insurance, long-term care planning, disability protection, annuities, Medicare solutions, and investment guidance. Rebecca works collaboratively with clients to develop personalized strategies that address their specific financial goals, from protecting young families to planning secure retirements and managing healthcare expenses.

Dave Thompson is a CFP® financial advisor with First Command Financial Services in Summerville, SC, specializing in comprehensive financial planning, investment strategies, risk management, and debt management. With expertise serving military families and over 15 years of experience, Dave develops personalized financial plans that align with clients' values and long-term goals, including retirement planning and estate preparation. He holds Series 6 and 63 securities licenses plus life and health insurance licenses across SC, NC, and VA.

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.

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.

AQ Wealth University LLC is a financial consulting firm based in North Charleston specializing in wealth management and financial education for individuals and families. Founded on principles of comprehensive financial planning, they help clients develop strategic approaches to building and preserving wealth through personalized guidance and educational resources. Their consultative approach combines professional financial expertise with accessible learning to empower clients to make informed financial decisions.

Oak Street Advisors is a fee-only fiduciary financial planning firm serving the Charleston and Myrtle Beach areas with CFP professionals. They specialize in comprehensive financial planning, tax-smart investment management, and small business retirement planning. As a Registered Investment Advisor with no commission-based income, they're held to the highest fiduciary standard and focus on tax-efficient strategies tailored to each client's goals.

Hollifield Financial Group, LLC is an independent financial services firm based in Summerville specializing in insurance, financial planning, and consulting services. They work with individuals and families to develop comprehensive financial strategies tailored to their specific needs and 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 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.

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.

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.

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.