A financial advisor serving Charleston, SC.
Retirement, investment and financial planning for families across the Charleston area. Meet with us in Nexton or by video, whichever is easier for you.
Personal advice, close to home.
We work with clients all over the Charleston area, from downtown and West Ashley to Mount Pleasant, Daniel Island and North Charleston. Our office at 700 Nexton Square Drive is right off I-26, and plenty of clients meet with us by video between visits.
Whether you’re a few years from retirement, thinking about selling your business or already retired and want steadier income, you’ll get the same thing: a written plan you understand and someone who keeps it up to date.
Areas we serve
- Charleston & West Ashley
- Mount Pleasant
- Daniel Island
- North Charleston
- James Island
- Summerville & Nexton
- Goose Creek & Moncks Corner
- Ladson
Everything you need, in one plan.
Retirement planning
Income, Social Security and tax-efficient withdrawal planning.
Learn moreInvestment management
Risk-managed portfolios, IRAs and 401(k) rollovers.
Learn morePersonal financial planning
Cash flow, debt, college and estate planning basics.
Learn moreInsurance & protection
Life, disability, long-term care and umbrella coverage.
Learn morePlanning for physicians
Planning for doctors and medical professionals across the Charleston area.
Learn moreGroup benefits
Benefits design for Charleston-area employers.
Learn moreEasy to reach from anywhere in the metro.
Summerville, SC 29486
Charleston clients ask us
Do I have to come to Summerville to work with you?
No. Many Charleston-area clients meet with us by video and visit the office only when it’s convenient. We’re happy to do whatever works best for you.
What does a financial advisor in Charleston cost?
We charge a fee based on a percentage of the assets we manage for you. You can see the full fee schedule here. If insurance is part of your plan, the insurance company pays a commission. We’ll go over all of it before you decide anything.
Are you a fiduciary?
Yes. Terry is held to the fiduciary standard, which means he’s required to act in your best interest. You can check his background on FINRA’s BrokerCheck.
Let’s see if you can retire with confidence.
The first meeting is complimentary, and there’s no obligation. Bring your questions and we’ll look at where you stand together.
Monday–Friday · by appointment
700 Nexton Square Drive, Box #2
Summerville, SC 29486