Ways to browse CFP®-certified advisors serving South Carolina

Pick a specialty to browse more CFP®-certified advisors serving South Carolina.

Browse by specialty

Find advisors serving South Carolina who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	985
Executive	690
Retired	612
Wealth management	553
Retirement income strategy	396
Tax-loss harvesting	379
Private / alternative investments	351
Retirement plans for business owners (SEP, solo 401k)	348
General retirement planning	267
College savings (529s, UTMA, etc.)	241
ESG / Sustainable investing	210
Annuities	204
Business exit / sale strategy	201
Options & derivatives strategies	177
Active portfolio management	172
General estate planning guidance	150
Self-Employed	129
Cash flow / budgeting	112
Income planning	101
Passive / index investing	95
Mid-Career Professionals	84
Business succession planning	76
HENRY (High Earners, Not Rich Yet)	76
Approaching retirement	73
Charitable giving & philanthropy	69
Multi-generational wealth transfer	68
Retirement withdrawal strategies	66
General tax planning	65
Real estate investing	54
Business ownership considerations	53
Social Security optimization	44
Concentrated stock management	38
Divorce financial planning	37
Equity compensation tax strategy	23
Long-term care insurance	18
Women Professionals	18
Established Professionals	16
Factor investing / smart beta	16
Married/Couples/Partners	16
Tax strategies for small businesses	14
Planning for children with special needs	13
Divorced	12
Debt management	10
Military & Veterans	10
Values-based investing	10
Young Professionals	9
Educators, Teachers, and Academics	8
Financial Professional	8
Doctor or Medical Professional	6
Parents	6
Religious/faith focused	6
Business sale tax planning	5
Retired	5
Roth conversion strategy	5
Business Financial Management	4
Christian Faith Based	4
Engineering Professional	4
Equity Recipients (RS/RSU, SOP, ESPP)	4
Life insurance needs analysis	4
Charitable giving tax strategies	3
Women's Finance	3

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