Our Firm

Financial planning means different things to different people. Many people mistake single needs financial planning for comprehensive planning, so they often miss out on potentially rewarding financial opportunities, take unnecessary risks, or fail to adequately protect their assets. 

Our philosophy is unique. We don't wish to control your financial decisions or merely to sell you a product. Our aim is to simplify what may seem complex, to educate you, and to empower you to have control over your financial life so you can achieve not only your financial goals, but your personal goals as well. 

We are a trusted local small business, right here in Charleston. Since 1975 our financial professionals have been helping business owners and individuals just like you achieve their goals and aspirations. While we're a small business made up of financial professionals who are independent of any parent company, you can take comfort in knowing our team is licensed and registered, and offers securities and investment advice through Transamerica Financial Advisors, Inc. We believe independent solutions and transparent reporting are essential in our client relationship. Maybe this is one reason why we have a client retention rate of almost 100%.