A complete list of active advisors currently associated with Charleston Wealth Advisors

Warmer can help you find a great advisor at Charleston Wealth Advisors or one who fits your needs even better.

Charleston Wealth Advisors provides ongoing investment management, written financial planning, and consulting for employer-sponsored retirement plans. The firm’s brochure also describes business-planning and employee benefits optimization services for owners and employees, in addition to standard portfolio management and retirement-account advice for individual clients. The firm’s investment process emphasizes strategic asset allocation with tactical adjustments, drawing on both fundamental and tactical analysis and a mix of active and passive vehicles to construct personalized portfolios. Accounts are reviewed periodically and may be managed on a discretionary or non‑discretionary basis, and the firm states it acts as a fiduciary when advising retirement accounts under ERISA/IRC standards. Distinctive for its peer group, the brochure discloses a specific focus on corporate clients and pension/profit‑sharing plan work—services that are comparatively uncommon among independent advisers—and reports roughly $78.6 million in discretionary assets under management as of December 2025. The firm recommends custodians including Charles Schwab, Altruist, and Vanguard, does not participate in wrap programs or block trading, maintains a written Code of Ethics, and generally does not vote client proxies.

To learn more about the advisors currently working at Charleston Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.