Financial Advisors in South Carolina

My name is Dan Callahan, CFA and I work closely with retirees, business owners, executives, medical practitioners, and young professionals to solve their unique financial challenges. I've had the opportunity to work with clients all across the country and help them apply proven strategies to invest smarter, reduce their taxes, protect their assets, mitigate risks, eliminate debt, and retire with the confidence that they will not outlive their assets.... See More

Brett Detterbeck, CFA, CFP
DWM strives to add value to our clients' lives by protecting and enhancing their family's future through proactive comprehensive planning and investment advisory services. We work in a fiduciary capacity for our clients with offices in Charleston, SC and Palatine, IL. We currently serve ~90 households and have ~$90M of assets under discretionary management. We have experienced professionals on our team; including CFA charterholders, practicing CFP(R) certificants, and a CPA. While the majority of our clients have investable assets of $400k or more, we have a program for new clients who are early or mid-career and are equally in need of our high quality, independent financial advice and investment management. DWM Financial Group, Inc. DBA Detterbeck Wealth Management is a Registered Investment Advisor.... See More

Conrad Seastrunk, CFP
Seastrunk Financial is a fee-only comprehensive financial planning and investment counsel firm that serves 105 families. We are a family team who work together to serve our clients and our mission. At Seastrunk Financial we are passionate about helping each client making smart financial decisions. Seastrunk Financial was founded in Florence, South Carolina in 1994 and is located at 121 S Cashua Dr. in Florence, South Carolina. ... See More

Helen Berenyi, CDFA, CFP
Investors today are overwhelmed by information, advice, emotion and data. This burden makes confident investing impossible. At Alphavest, our focus is on an objective, rules-based investment strategy. We know what works, we proactively pay attention to key investment indicators, and we manage assets with objectivity. Emotion is out, logic is in. Alphavest's Dynamic Investment Models leverage streaming, global data and historically proven research, lending creative investment solutions and minimizing downside risks that produce consistent Alpha. Alphavest's models are actively and tactically managed, ranging from extremely aggressive to moderate to conservative and are designed for short, medium and long-term investors.... See More

Bland Burkhardt, BS, CFP, CPA/PFS, MBA
Goepper Burkhardt Private Wealth Management is a fee-only wealth management firm providing investment management and comprehensive financial planning that puts the pieces of the retirement financial puzzle together. We tend to focus on retirees and the unique risks they face.... See More

Marsha LePhew, CFP, ChFC, CPA/PFS, RLP
LePhew Financial Services, Inc. is a fee only financialplanning and investment advisory firm. It is the pleasure of our daily work to help you in whatever way we can. We are grateful that almost all of our growth has come from clients recommending us to their friends and associates.Making the decision to trust an advisor with assets youwork a lifetime to accumulate is a very big step. We will never pressure you to make that decision. We would be honored to have the opportunity to show you what we do for a reasonable fee. If we present an initial financial plan to you and we both feel the relationship is a good fit, we will be happy to add you to our client list. If not, we areconfident you will have received good value for the initial planning provided and wish you the very best.If you decide to give us the honor of being your adviser, we have a huge responsibility. It is our task to continuously obtain up to date knowledge regarding financial technical matter, to apply what we know to your unique situation, and to make sure you are on track to achieve your goals.Additionally, Life rarely proceeds according to plan. We need to always know where you stand and how to best adjust when surprises come along.... See More

Comprehensive fee-only financial planning and wealth management delivering investment peace of mind.

Daniel Patterson, CFP, MBA