Top financial advisors in Greenville, 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.
You might be considering a financial advisor in Greenville, SC if you're planning for retirement and want to take advantage of the area's favorable tax deductions and warm climate. A common mistake is working with an advisor who overlooks how local tax rules and lifestyle factors affect your retirement income and expenses.
- Local tax knowledge. Confirm the advisor understands South Carolina's retirement deductions and how they impact your after-tax income.
- Retirement lifestyle planning. Ask how they incorporate your plans for living in a warm climate into your long-term budget.
- Income sequencing. Check if they help you decide the order to draw from different accounts to minimize taxes and penalties.
- Experience with retirees. Look for advisors who have guided clients through the transition from work to retirement in similar settings.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Eric N
Series 63, Series 65
Greenville, SC
Mass Mutual Investors Services
Eric Nash's experience with Mass Mutual Investors Services in Greenville, SC, equips him to address retirement planning with attention to local tax deductions and lifestyle factors. His background includes expertise in cash flow budgeting and multi-generational wealth transfer, supported by eight years in the industry and a large-firm environment, which may offer structured planning tools and collaborative annual reviews.
Experience: 8 years
Avg account: $249,379
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Daniel E
Series 66
Greenville, SC
Edward Jones
Daniel Egerdahl offers 18 years of experience in wealth management and tax-loss harvesting, which can help retirees in Greenville, SC, navigate local tax deductions and retirement income planning. Affiliated with Edward Jones, a large firm serving diverse clients, he provides a broad range of investment strategies and tax-efficient services, distinguishing him from advisors at smaller firms or with narrower specialties.
Experience: 18 years
Avg account: $246,728
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John B
CFP®, Series 63, Series 66
Greenville, SC
Cetera
John Bartlett's 12 years of experience and CFP® certification equip him to address retirement planning needs in Greenville, SC, including tax considerations and income sequencing. His affiliation with Cetera, a large SEC-registered firm offering diverse portfolio management and flat-fee planning options, distinguishes him from others by providing access to multi-manager strategies and customized financial plans.
Experience: 12 years
Avg account: $306,089
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Jason W
Series 65
Greenville, SC
AlphaStar Capital Management
Jason Weckel's 14 years of experience and Series 65 designation equip him to address retirement planning in Greenville, SC, with a focus on tax-loss harvesting and active portfolio management. His firm, AlphaStar Capital Management, manages $1.84 billion and offers both discretionary and non-discretionary portfolio management, blending strategic asset allocation with quantitative analysis, which may appeal to clients seeking a data-driven investment approach alongside flat-fee and negotiable pricing options.
Experience: 15 years
Avg account: $263,916
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Boyce T
Series 63, Series 66
Greenville, SC
LPL Financial
Boyce Tollison brings 35 years of experience and holds Series 63 and 66 credentials, making him well-equipped to address retirement planning needs in Greenville, SC. Affiliated with LPL Financial, a large firm offering both discretionary and non-discretionary management, he provides flat-fee and hourly financial planning services, which may appeal to clients seeking flexible fee structures and comprehensive advisory support.
Experience: 35 years
Avg account: $399,489
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