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

George R

CFP®, Series 65

Mount Pleasant, SC

Telos Capital Partners

George Ramsay is a CFP® professional with six years of industry experience. He has worked at Telos Capital Partners since 2025 and previously held roles at Summit Financial and Capasso Planning Partners. His background also includes positions outside finance, such as at the College of Charleston and Lowcountry Urology. Telos Capital Partners serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering fee-only wealth management, financial planning, and retirement plan consulting. The firm employs a combined passive and active investment approach based on Modern Portfolio Theory and fundamental analysis, managing accounts primarily on a discretionary basis.

Wealth management Business sale tax planning Cash flow / budgeting Founder/Business Owner
user avatar

James K

Series 65

Mount Pleasant, SC

Telos Capital Partners

James Kempson is a financial advisor at Telos Capital Partners with a Series 65 credential and two years of industry experience. He previously worked at Carr, Riggs, & Ingram LLC, The Lanning Group LLC, and Baldwin & Associates LLC. Telos Capital Partners serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, retirement plan consulting, and bookkeeping services. The firm operates on a fee-only basis and employs a discretionary investment approach that integrates passive and active strategies, fundamental analysis, and modern portfolio theory.

Wealth management Business sale tax planning Cash flow / budgeting Founder/Business Owner
user avatar

John H

Series 66, Series 65

Mount Pleasant, SC

Telos Capital Partners

John Huddleston is a financial advisor at Telos Capital Partners with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Family Asset Management, LLC and King Street Wealth Management Ltd. Co. Telos Capital Partners serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses, offering investment management, financial planning, and retirement plan consulting. The firm uses a blend of passive and active strategies and provides tax-aware planning supported by a compact, multi-disciplinary team.

Wealth management Business sale tax planning Cash flow / budgeting Founder/Business Owner
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")