Who We Serve

We work with successful families in South Carolina and across the country. Many of our clients are business owners or successful professionals who are retired or planning to retire within the next 5 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. 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 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 $1MM of investable assets as a household (e.g. 401(k), IRA, Roth, trusts, brokerage accounts, CDs, etc.)

Our services may NOT be for you if you . . .

  • Are seeking someone who will try and pick winning stocks or try to time the markets.* 
  • Measure investment success by whether or not your portfolio "beat the market."
  • Feel you cannot commit to a long-term investment plan.
  • Are a "do-it-yourselfer" or are unmotivated to implement sound advice. 
  • Have less than $1MM of investable assets as a household (e.g. 401(k), IRA, Roth, trusts, brokerage accounts, CDs, etc.)

*While some people have no doubt made money picking stocks or timing the market, we believe these strategies do not persist and generally result in underperformance over the long-term, as studies consistently show