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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
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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
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John H

Series 65, Series 66

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 designations 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, pension and profit-sharing plans, charitable organizations, and businesses, providing investment management, financial planning, and retirement plan consulting. The firm operates on a fee-only basis, blending passive and active strategies with a tax-aware, multidisciplinary approach.

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