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Client Satisfaction 4.9 / 5 rating based on 77 reviews
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Hear What Our Clients Say

"When I retired 5 years ago, I went on a search to find the right financial advisor for me. I wanted someone who would get to know me personally, someone I could call with a question, someone I could trust to make the right investments for me. After meeting with two other investment firms, I visited Sam and immediately knew he was “my guy.” Sam has given me peace of mind and allowed me to enjoy retirement without any financial stress. I am privileged to say that Sam is not only my advisor, but he is my friend and a fellow Christian."

~ Virginia P.

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Events

Columbia SC: Christmas Party

Complimentary dinner & drinks

Seneca: Christmas Party

Heavy Appetizers & Drinks

Myrtle Beach: Annual Christmas Party

Music | Dancing | Drinks

Appetizers & a Christmas Photo Booth

View all events

Financial Advisors in South Carolina

As financial advisors in South Carolina, we proudly serve clients in Seneca, Myrtle Beach, and Charleston with integrity, trust, and a commitment to aligning financial goals. Our services include wealth management in Seneca, where our investment advisors offer personalized retirement planning. For clients in Myrtle Beach, our private wealth advisors specialize in delivering quality wealth management and financial strategies, for your retirement planning designed to support your financial future. Whether you're seeking a financial advisor in Seneca, or a private wealth advisor in Myrtle Beach, we are here to guide you through every step of your financial journey with respect, faith, and professionalism.