Top Financial Advisors in Greenville, SC

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Foster Victor Wealth Advisors is a fee-based advisor that serves both non-high-net-worth and high-net-worth individuals, as well as charities, insurance companies and businesses.

The firm is also ranked among the top 10 firms in the state by SmartAsset. 

There are a number of accredited professionals working at the firm, including advisors who hold the Certified Financial Planner™ (CFP®), chartered life underwriter (CLU) and Chartered Financial Analyst (CFA), retirement income certified professional (RICP) designations, among others.

Some of the firm’s employees are also insurance agents and can earn commissions in these separate roles. This can pose a conflict of interest, because these employees have a financial incentive to make certain recommendations. As a fiduciary, though, the firm has a responsibility to act in your best interests. 

Foster Victor’s planning services may include retirement planning, business planning, cash flow forecasting, tax planning, estate and trust planning, college planning, insurance planning, investment consulting and private investment evaluations.

Its retirement plan consulting services can include plan design, fee and cost analysis, investment selection, fiduciary and compliance support, committee consultation and participant education.

The firm generally uses fundamental analysis when evaluating investments, including factors such as management teams, investment strategy, style consistency, past performance, reputation and financial strength.

Portfolios may include mutual funds, ETFs, individual debt and equity securities, variable life insurance and annuity contracts, 529 plans, privately placed securities and certain options strategies, with allocations based on each client’s time horizon, risk tolerance and financial objectives.

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Discipline Wealth Solutions Inc. serves high-net-worth and non-high-net-worth individuals, as well as pensions, profit-sharing plans and charities.

The firm does not impose a minimum investment or account size for clients who want to open and maintain an advisory account.

Because representatives at the firm can receive insurance commissions, clients should note that this could pose a conflict of interest as advisors may have a financial incentive to make certain recommendations. However, the firm is legally required to act in clients' best interests as a fiduciary.

Discipline Wealth Solutions provides asset management, financial planning, retirement plan consulting and consulting services. Its financial planning services may include net worth statements, cash flow statements, tax return review, insurance review, estate plan review, retirement analysis and education planning advice.

The firm uses asset allocation, dollar-cost averaging, technical analysis, long-term purchases and short-term purchases to guide investment decisions. It may manage accounts on a discretionary or non-discretionary basis, and it may also use or monitor unaffiliated third-party money managers.

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Resolute Capital serves individuals who are both high-net-worth and non-high-net-worth individuals. 

While the firm does not impose a minimum account size, minimum fee or minimum initial investment, it reserves the right to accept or decline prospective clients.

As a fee-based practice, certain advisory personnel may receive commission-based compensation from insurance product sales in addition to advisory fees. This presents a potential conflict of interest, but the firm’s fiduciary duty requires it to act in clients’ best interests.

Resolute Capital provides discretionary portfolio management, sub-advisory portfolio management, personal financial planning and educational workshops.

Financial planning may include retirement planning, education planning, estate planning, cash flow planning, tax planning and insurance planning.

Resolute Capital generally uses modern portfolio theory as its primary investment framework, with an emphasis on asset allocation and diversification across multiple asset classes.

The firm typically takes a long-term approach aligned with client goals, though it may use short-term buying and selling when appropriate. Client portfolios may include mutual funds, exchange-traded funds, equities, variable annuities, corporate bonds and other fixed income investments.

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Wealth Management Advisors, which does business as Wagner Wealth Management, works with both non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans, charities, government entities, insurance companies and corporations. 

Accounts at the firm generally require at least $250,000 for conventional investment advisory services, although this minimum may be negotiable at the firm’s discretion.

As a fee-based practice, some of the advisors at the firm are also registered representatives of broker-dealers and/or insurance companies and can earn commissions on the sale of third-party products and services. This is a conflict of interest, but clients will not pay an advisory fee on investments for which they have also paid a commission.

Wealth Management Advisors provides investment management, retirement plan advisory services and financial planning, the latter of which may include estate planning, risk management, cash flow planning, education funding and budgeting. 

The firm has several credentialed advisors on staff, including some who hold the Certified Financial Planner™ (CFP®) and chartered retirement planning counselor (CRPC) designations. 

Every new relationship begins with the firm sitting down with the new client and gathering information on their objectives, risk tolerance and financial situation. The firm then develops an investment plan with a long-term focus, setting strategic asset allocation targets and adjusting them tactically when market conditions warrant. Portfolios may include stocks, mutual funds, and fixed income securities.

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Burgess Investment Group works with both non-high-net-worth and high-net-worth individuals, as well as charities.

There is no minimum investment or account size for clients at Burgess Investment Group.

As a fee-based practice, the firm’s principal owner may earn commissions from the sale of insurance products in his separate capacity as an independently licensed insurance agent. This presents a potential conflict of interest because he has a financial incentive to make certain recommendations. However, the firm is legally required to act in clients’ best interests as a fiduciary.

Burgess Investment Group provides discretionary and non-discretionary portfolio management, financial planning and subscription-based investment commentary.

Financial planning services may address investment planning, life insurance, tax concerns, retirement planning, college planning and debt or credit planning.

Burgess Investment Group may use long-term trading, short-term trading, short sales, margin transactions and options strategies, including covered options, uncovered options and spreads.

Its analysis may include charting, cyclical, fundamental, quantitative and technical analysis, as well as modern portfolio theory.

Client portfolios may include mutual funds, fixed income securities, equities, ETFs, Treasury securities, real estate funds, insurance products, venture capital funds and private placements.

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Global View Investment Advisors, a fee-only practice, works with both non-high-net-worth and high-net-worth individuals. There is no minimum investment or account size for clients at Global View. Fees for wealth management are based on a percentage of assets under management, which will not exceed 2%.

The firm provides wealth management and consulting services, which may include a combination of portfolio management, planning, tax planning and estate planning services to its clients. It has a small team that includes several Certified Financial Planners™ (CFP®) and a financial paraplanner qualified professional (FPQP). 

Global View adheres to the “margin of safety” investing approach, grounded in fundamental analysis and supplemented by cyclical and technical research. Their philosophy emphasizes aligning portfolios with each client’s risk tolerance, return needs and time horizon, typically through long-term holdings.

The firm uses probability and risk analysis to model portfolios, aiming to reduce downside volatility while adapting to market conditions and client goals. Portfolios typically comprise mutual funds and a combination of stocks and bonds.

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Hardin Capital is a fee-based advisory firm that serves both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charities and businesses.

For clients engaging in portfolio management, Hardin imposes a minimum account balance of $100,000, and an annual fee of at least $500 for any type of account.

Andrew J. Hardin founded his namesake firm and is also a Certified Financial Planner™ (CFP®). However, he can sell financial products on a commission basis. While this presents a potential conflict of interest, the firm’s fiduciary duty requires it to act in the clients’ best interests.

As with other firms, Hardin Capital says that it makes financial recommendations based on a client’s goals, risk tolerance and investment plan, among other considerations. The firm offers clients a variety of services, including financial planning, portfolio management and individual retirement advice and general consulting. 

Hardin builds investment portfolios around each client’s financial plan and goals, using mutual funds, ETFs, individual stocks and bonds. Individual securities are evaluated using factors such as financial strength, earnings, dividends, and growth. Fixed income is used for liquidity, income or capital preservation, and international investments may be included for diversification.

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Norris Financial Group serves both non-high-net-worth and high-net-worth individuals. Institutional clients also include pension and profit-sharing plans, charitable organizations, and corporations or businesses.

As a fee-based firm, certain members of the advisory team at Norris Financial Group may earn commissions for the sale of financial products. While this presents a potential conflict of interest, the firm’s fiduciary duty requires them to act in the best interests of clients.

Some services may only be available for accounts above $100,000. Financial planning fees generally range from $1,200 to $2,000, while retirement plan consulting fees vary by arrangement.

Terry L. Norris, the firm’s president and owner, holds the Certified Financial Planner™ (CFP®), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.

Norris Financial Group provides wealth management, financial planning and retirement plan services. Its services include discretionary and non-discretionary investment management, asset allocation, retirement planning, insurance analysis, estate plan analysis, investment analysis, education planning and investment policy statement preparation.

The firm may use long-term purchases, short-term purchases and trading strategies when managing client portfolios. It could also use block trading across multiple discretionary accounts. Short sales and margin transactions are listed as strategies but are used very rarely.

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Family Legacy is a fee-only firm, which means client-paid fees are the only way advisors and the firm makes money. Advisors do not sell third-party financial products for commissions. The firm works with both non-high-net-worth and high-net-worth individuals, as well as retirement plans, charities and businesses. 

Clients must meet a minimum account size requirement of $250,000, though this minimum may be negotiable. The firm’s asset allocation portfolios do not have a stated minimum account size.

Members of the Family Legacy team holds multiple certifications, including the certified public accountant (CPA) and Certified Financial Planner™ (CFP®) credentials.

Services offered by the firm include investment management, asset allocation portfolios, financial planning, retirement planning, accumulation planning, business planning, retirement plan consulting and multi-family office services.

The firm may also assist with estate, trust and multigenerational planning, as well as planning related to life transitions such as widowhood or divorce.

Family Legacy generally uses a long-term, buy-and-hold investment approach that combines capital appreciation with income. Its philosophy is conservative and stability-focused, with an emphasis on managing downside risk.

Portfolios may include dividend-paying stocks, large-cap stocks, mid-cap stocks, government bonds, preferred stocks, convertible securities, (REITs), no-load mutual funds, ETFs, ADRs and other pooled investments.

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BCA Private Wealth primarily serves non-high-net-worth and high-net-worth individuals, as well as charities and businesses. There is a $350,000 account minimum, though the firm may accept smaller accounts at its discretion. Clients are subject to a $2,000 annual minimum fee.

The firm provides investment management, financial planning, pension consulting and institutional consulting services. Its financial planning services include retirement planning, cash flow analysis, tax review, insurance review, estate planning and education funding guidance. The firm also offers digital investment management through a sub-advisory relationship with Betterment.

The BCA team includes advisors and planners who hold the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA) and chartered retirement planning counselor (CRPC) designations. 

Because its advisors can also sell insurance products and receive commissions, clients should be aware that this poses a conflict of interest because advisors have a financial incentive to make certain recommendations. However, the firm is legally required to act in clients' best interests as a fiduciary. 

BCA typically builds customized portfolios using ETFs and mutual funds, and it may recommend individual stocks for sector exposure or dividend potential. The firm uses long- and short-term purchases, rebalancing, tax-loss or gain harvesting, cash positions and both fundamental and technical analysis when managing client assets.