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 seek a financial advisor in Greenville, SC if you're planning for retirement and want to make the most of favorable state tax deductions. A common mistake is overlooking how local tax benefits and climate factors can influence your retirement income and lifestyle choices.
- Retirement tax knowledge. Confirm how they incorporate South Carolina's retirement income deductions into your plan.
- Income sequencing. Ask how they manage withdrawals to optimize tax efficiency over time.
- Lifestyle integration. See if they consider your plans for relocation or climate preferences in retirement.
- Long-term planning. Ensure they look beyond immediate tax savings to your overall financial security.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kelly E
Series 66
Greenville, SC
OSAIC Advisory Services, LLC
Kelly Eldridge in Greenville, SC, offers expertise in annuities and financial planning with a Series 66 designation and six years of experience, suitable for retirement planning that considers local tax benefits. Affiliated with Osaic Advisory Services, a large SEC-registered firm managing $12.47 billion, he provides flexible fee structures including flat fees and negotiable AUM rates, serving a diverse client base with managed account programs and retirement plan consulting.
Experience: 6 years
Avg account: $508,486
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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 estate and multi-generational wealth transfer, which can complement tax-efficient retirement income strategies. His background includes serving business owners and executives, and he operates within a large firm offering collaborative annual planning, distinguishing him from advisors with smaller practices or narrower client focuses.
Experience: 8 years
Avg account: $249,379
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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-loss harvesting and retirement plans for business owners. Working with Cetera, a large firm offering diverse portfolio management and fiduciary services, he provides flat-fee and hourly consulting options, catering to high earners approaching retirement and business owners seeking tailored financial strategies.
Experience: 12 years
Avg account: $306,089
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Eric C
Series 63, Series 66
Greenville, SC
AlphaStar Capital Management
Eric Craven in Greenville, SC, offers expertise in tax-loss harvesting and active portfolio management, which can help optimize retirement income considering South Carolina's tax benefits. His firm, AlphaStar Capital Management, manages $1.84 billion using strategic asset allocation and quantitative analysis, providing both model and custom portfolios, with negotiable flat fees and a focus on individuals, trusts, and small businesses.
Experience: 6 years
Avg account: $263,916
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Boyce T
Series 63, Series 66
Greenville, SC
LPL Financial
Boyce Tollison's 34 years of experience and expertise in retirement plans for business owners and tax-loss harvesting make him well-equipped to address retirement planning needs in Greenville, SC, including optimizing state tax deductions. Affiliated with LPL Financial, a large firm offering flat-fee financial planning, he serves a diverse clientele and leverages in-house research, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 35 years
Avg account: $399,489
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