Who We Serve

We work with successful professionals, entrepreneurs, and families in South Carolina and across the country. Many of our clients are physicians, college professors, or college administrators who are retired or planning to retire within the next 10 years. 


Our services may be for you if you . . .

  • Seek to establish a relationship with a professional advisor to simplify your financial life.
  • Believe a long-term plan is preferable to short-term strategies that may not work.
  • Desire intelligent investment strategies based on science rather than on speculation. 
  • Have more than $500,000 in investable assets (401(k), IRA, Roth, trusts, brokerage accounts, etc.)



New clients accepted by referral only.