A complete list of active advisors currently associated with Palmetto Coast Advisors, Inc.

Warmer can help you find a great advisor at Palmetto Coast Advisors, Inc. or one who fits your needs even better.

Palmetto Coast Advisors, Inc. is a registered investment adviser that provides discretionary investment management, financial planning, and general consulting to individuals, trusts, estates, and retirement plans, and also works with corporate and institutional clients, including pension and profit-sharing plans. The firm additionally offers educational seminars and workshops for prospective and existing clients as part of its service mix. The firm emphasizes a long-term, diversified, risk-based approach implemented through model asset-allocation portfolios using ETFs, mutual funds, individual stocks and bonds, with discretionary authority to align portfolios to clients’ goals and risk tolerances. Financial planning and consulting are integrated into the investment relationship, and the firm provides a structured oversight service to coordinate and sequence work among a client’s other professional advisors. What distinguishes the firm from many peers is its active work with corporate and institutional plan clients and its explicit pension consulting and participant-education capabilities—services that are relatively uncommon for similar independent advisers. It also offers coordinated oversight engagement for multi-advisor relationships and uses enterprise AI tools (an AI language assistant and a transcription tool) under documented human-review, vendor-due-diligence, and client-consent processes.

To learn more about the advisors currently working at Palmetto Coast Advisors, Inc., 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.

Name	Location	Years of experience
Michael Kreft	Mt. Pleasant, SC	18

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