Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Ashley D

Series 66

Cheraw, SC

M Capital Wealth Management, LLC

Ashley Driggers is a financial advisor at M Capital Wealth Management, LLC with 17 years of industry experience. She has been with M Capital Wealth Management since 2010 and previously worked at Edward Jones from 2007 to 2009. Driggers holds a Series 66 designation. M Capital Wealth Management serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans, managing approximately $49.6 million across about 61 client relationships. The firm provides discretionary portfolio management, consulting, and retirement plan advisory services, developing individualized investment plans using a variety of securities and analysis methods, typically managing accounts on a discretionary basis.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Susan M

Series 63, Series 65, Series 66

Cheraw, SC

M Capital Wealth Management, LLC

Susan Malloy is a financial advisor with M Capital Wealth Management, LLC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. She has been with M Capital Wealth Management since 2010. Outside of her advisory role, she serves as corporate secretary for Malloy & Company, attending quarterly board meetings. M Capital Wealth Management provides discretionary portfolio management and financial consulting services to individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $44.7 million in discretionary assets and offers retirement-plan advisory services, including acting as an ERISA fiduciary when retained.

Wealth management Retirement plans for business owners (SEP, solo 401k)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)