Top financial advisors in Rock Hill, 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 Rock Hill, SC if you're planning for retirement and want to understand how local tax benefits and climate factors affect your income. A common mistake is overlooking how state-specific deductions and living costs impact your retirement budget.
- Local tax knowledge. Confirm how they incorporate South Carolina's retirement deductions into your income planning.
- Retirement income sequencing. Ask how they plan withdrawals to balance tax efficiency and cash flow.
- Climate impact on expenses. Discuss how the warm climate might influence your healthcare and living costs.
- Experience with regional retirees. Look for advisors familiar with clients relocating from the Northeast to Rock Hill.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David B
Series 63, Series 65
Seneca, SC
Thrivent Investment Management
David Brown's experience with Thrivent Investment Management in Rock Hill, SC, positions him to address retirement planning with attention to local tax benefits and living costs. His background includes business ownership considerations and service at a large firm, offering dedicated planning services without discretionary trading, which may appeal to clients seeking structured, goal-based financial advice in the region.
Experience: 6 years
Avg account: $162,801
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Matt M
CFP®
Rock Hill, SC
Boldin Advisors
Matt Mc Coy offers expertise in general retirement planning with a focus on high-net-worth clients in Rock Hill, SC, making him well-suited to address local tax benefits and retirement income sequencing. As a CFP®-certified independent advisor with 8 years of experience, he provides flat-fee asset management and supports young families and those pursuing financial independence, differentiating him through his comprehensive, client-focused approach.
Experience: 9 years
Avg account: $0
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Luis M
Series 66
Rock Hill, SC
Edward Jones
Luis Martinez offers retirement planning expertise in Rock Hill, SC, with a focus on business owner plans and general retirement strategies, supported by Edward Jones' extensive wealth management services. His background includes a Series 66 designation and experience in public service, while the firm provides a large-scale platform with diverse investment options and a program fee up to 1.35% annually, distinguishing him from other local advisors.
Experience: 1 year
Avg account: $246,728
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John B
ChFC®, Series 66
Rock Hill, SC
Cetera
John Black III offers retirement income strategy expertise with 23 years of experience and holds ChFC® and Series 66 credentials, making him well-equipped to address Rock Hill's local tax benefits and retirement planning needs. His flat-fee and negotiable hourly fee structures, combined with his role as a Rock Hill City Council member, provide a unique local perspective compared to other advisors in the area.
Experience: 23 years
Avg account: $306,089
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Don F
Series 63, Series 65
Rock Hill, SC
LPL Financial
Don Ferguson Jr. in Rock Hill, SC, offers extensive expertise in wealth management and retirement plans for business owners, supported by 44 years of industry experience and Series 63 and 65 credentials. Affiliated with LPL Financial, a large firm providing diverse investment solutions and insurance products, he offers flat-fee financial planning, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 44 years
Avg account: $399,489
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