Top financial advisors in Beaufort, SC
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're planning for retirement in Beaufort, SC, you might be considering how to make the most of favorable state retirement deductions and enjoy the warm climate. A common mistake is overlooking how local tax rules and lifestyle factors affect your retirement income and investment choices.
- Local tax knowledge. Confirm how the advisor integrates South Carolina's retirement deductions into your overall tax plan.
- Retirement income sequencing. Ask how they plan withdrawals to balance tax efficiency with your spending needs.
- Lifestyle alignment. See if they consider your plans for living in a warm climate when recommending investment risk levels.
- Experience with relocations. Inquire about their approach to clients moving from higher-tax states to Beaufort and how that impacts financial planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jonathon W
Series 66
Huntersville, NC
Merrill
Jonathon Wagoner, based in Beaufort, SC, is positioned to assist with retirement planning by leveraging Merrill's managed account programs and discretionary portfolio management, which can incorporate local tax considerations. His focus on mid-career professionals and HENRY clients, combined with Merrill's large-firm resources and a 1.10% AUM fee for managed strategies under $2 million, distinguishes him from advisors with different client focuses or fee structures.
Experience: 1 year
Avg account: $860,085
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Daniel D
Series 63
Beaufort, SC
Ameritas Advisory Services, LLC
Daniel Deverna's 26 years of experience and expertise in retirement income strategy and annuities make him well-suited for retirement planning in Beaufort, SC, where local tax rules and lifestyle factors are key. Affiliated with the large firm Ameritas Advisory Services, he offers flat-fee financial planning and combines model portfolios with custom strategies, distinguishing him from advisors with different fee structures or smaller firms.
Experience: 26 years
Avg account: $448,118
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Edward T
Series 65
Beaufort, SC
Verity Investment Partners
Edward Taylor offers retirement planning expertise in Beaufort, SC, with 12 years of experience and a Series 65 designation. As part of Verity Investment Partners, a 12-advisor firm managing $1.4 billion, he provides discretionary investment management and family office consulting, focusing on dividend-paying equities, which may appeal to high-net-worth clients seeking independent advice with a 1% AUM fee.
Experience: 13 years
Avg account: $2,835,432
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Denise M
Series 63, Series 65
Beaufort, SC
First Command Advisory Services
Denise Moody's 15 years of experience and Series 63 and 65 licenses equip her to navigate Beaufort's retirement tax landscape, integrating tax-loss harvesting and active portfolio management to optimize retirement income. Affiliated with First Command Advisory Services, a large firm offering comprehensive financial planning and discretionary asset management, she serves mid-career professionals and retirees with a 1.30% AUM fee, emphasizing personalized, face-to-face coaching.
Experience: 15 years
Avg account: $214,697
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Joseph C
CFA®
Beaufort, SC
Apricus Wealth LLC
Joseph Costigan's 19 years of experience and CFA® designation equip him to navigate Beaufort's retirement planning nuances, including local tax strategies and income sequencing. At Apricus Wealth LLC, he offers a discretionary investment approach blending fundamental and technical analysis, serving high-net-worth clients with a 1.00% AUM fee, distinguishing him through tailored portfolio construction and robust performance reporting.
Experience: 19 years
Avg account: $3,356,864
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