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 clients value family, independence, and having a clear vision of their future. They desire the confidence, security, and peace of mind that often comes by having a well-thought out plan in place. Our ideal client would rather focus on enjoying life than on dealing with all the complexities of managing their financial resources effectively and efficiently. They prefer to invest their time and energy on things like family, work (including volunteer work), community, maintaining their health, or pursuing hobbies. They recognize the need for guidance to ensure their financial resources are aligned optimally with the things that matter most to them. 

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 accumulated more than $1 million of investable assets as a household (e.g. 401(k), IRA, Roth, trusts, brokerage accounts, CDs, etc.)

New clients accepted by referral only.