top of page

SCHEDULE A CONVERSATION

Family Eating and Laughing Together

Financial Planner and Investment Advisor in Mount Pleasant, SC
Serving Clients Nationwide
Independent | Fee Only | Fiduciary

FINANCIAL FIDUCIARY
GUIDING YOU FROM PROVIDING TO THRIVING

INVESTMENT MANAGEMENT

Many people come to us when they have a salary increase, their RSU's are vesting, they are nearing retirement, they receive an inheritance or settlement, change employers and have a 401k rollover, reach some other money milestone or just want better performance and protection. Because we are a fiduciary investment manager, our clients know that they are safe with us. Learn more about our performance-driven investment philosophy and find out how it is different than the industry norms.

closeup of US dollars of various amounts

hand drawing football game plan on glass with marker

FINANCIAL
PLANNING

This is where we create a playbook for your money's journey through life. It's full of strategies to advance you to your end zone while still defending your family's sense of fun today. Instead of seeing a financial plan as a restrictive penalty, our clients see the plan as the vehicle that helps them fulfill their family's aspirations. Get more details on what financial planning encompasses.

WHO WE SERVE

We work with high income individuals and families who are in their working and saving years, already enjoying retirement, or in significant financial transition. Your unique needs deserve an experienced planner and investment manager who can give you tailored solutions.

Confident Business Professional

HOW IT WORKS

closeup of watch gears

You may be wondering what it's really like to work with a financial advisor or how you'll have time to fit one more thing into your schedule. You're busy and we get it. That's why the process to get your money working for you is only 3 steps. Then we keep things moving along and alert you when key decisions need to be made... so you get to keep your attention focused where it's needed most. But, rest assured, aside from our regularly scheduled meetings, we are also available to our clients by phone, video calls, or face-to-face meetings at their request. Find out more about our process here.

WHO WE ARE

Independent, fee only, fiduciary investment manager and financial planner in Mount Pleasant, SC. That's a lot of words to say that we are professionally bound and committed to doing what's best for you whether we are creating a financial plan or managing your investments. Because we are independent and fee-only, we are only paid by our clients, which means you get unbiased advice. Learn more about us and get to know the team.

hands of three people working at a desk

professional financial blog - The Convergent Correspondent

BLOG

Dive into a rich library of professional financial advice on topics like taxes, retirement, money and marriage, markets, and mortgages. Be sure to sign up so you'll get an email when there's a new post. Start reading here.

bottom of page