Top financial advisors in Sumter, 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 Sumter, SC, if you're planning for retirement and want to understand how local tax deductions and climate factors affect your income. A common mistake is overlooking how state-specific rules and lifestyle changes impact your long-term financial plan.
- State tax knowledge. Confirm the advisor understands South Carolina's retirement deductions and how they influence your tax situation.
- Retirement income sequencing. Ask how they plan withdrawals to balance tax efficiency with your spending needs.
- Climate impact on expenses. Discuss how living in a warm climate might change your healthcare and housing costs over time.
- Coordination with other professionals. Check if they work with your tax preparer or estate planner to align your overall strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Ramon S
Series 66
Sumter, SC
&PARTNERS
Ramon Schwartz in Sumter, SC, offers expertise in wealth management and active portfolio strategies, supported by his Series 66 designation and experience at Wells Fargo. His firm, &PARTNERS, provides flat-fee financial planning and estate consulting, serving diverse clients including business owners and retirement plans, which may suit those seeking coordinated retirement income and tax planning in a large-firm setting.
Experience: 2 years
Avg account: $384,909
-
Samuel D
Series 63, Series 66
Sumter, SC
LPL Financial
Samuel Dubose's 27 years of experience and Series 63 and 66 designations equip him to address retirement planning needs in Sumter, SC, including local tax deductions and income sequencing. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he serves a broad client base, which may provide access to extensive resources compared to smaller practices.
Experience: 27 years
Avg account: $399,489
-
John J
Series 66
Sumter, SC
STIFEL
John Johnson specializes in general retirement and income planning in Sumter, SC, with 20 years of experience and a Series 66 designation. Working at Stifel, a large firm known for its proprietary investment methodology, he serves diverse clients including individuals and institutions, which may offer broader resources compared to smaller local advisors.
Experience: 21 years
Avg account: $773,556
-
John E
CFP®, Series 66
Sumter, SC
Edward Jones
John English, a CFP® with 10 years of experience, is well-equipped to address retirement planning in Sumter, SC, including local tax deductions and wealth transfer strategies. Working at Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with a fee structure up to 1.35% annually, suitable for clients seeking coordinated, tax-efficient retirement income planning.
Experience: 10 years
Avg account: $246,728
-
Michael S
Series 66
Sumter, SC
First Command Advisory Services
Michael Samsel II in Sumter, SC, offers expertise in tax-loss harvesting and active portfolio management, which can help optimize retirement income sequencing and tax efficiency in South Carolina. Working at First Command Advisory Services, a large firm with a multi-service platform, he supports mid-career professionals and retired clients through structured financial planning and discretionary asset management, differentiating him with a comprehensive, advisor-led approach.
Experience: 7 years
Avg account: $214,697
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Sumter, SC
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")