Myrtle Beach, SC London St. Office

Team
Updated today
&PARTNERS logo

&PARTNERS

Enterprise

Firm-wide stats for &PARTNERS

Total advisors

556

Across 189 offices

Clients per advisor

97 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

About

&Partners serves a broad mix of individual and institutional clients, including high‑net‑worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses and corporations. The firm provides investment management, financial and tax planning, ERISA 3(21) consulting, retirement‑plan participant discretionary management and brokerage services under its dual registration as a registered investment adviser and a broker‑dealer.

Investment management is offered on discretionary and non‑discretionary bases using the Envestnet portfolio platform and NFS brokerage infrastructure, and accounts may be managed directly by an &Partners financial advisor or by third‑party managers selected through the firm’s due‑diligence processes. The firm uses a mix of fundamental, technical and quantitative analysis, model portfolios and both proprietary and third‑party strategies, with ongoing monitoring and periodic account reviews.

Distinctive features disclosed in the brochure include &Partners’ registration as a municipal advisor and its capacity to act in underwriting and municipal advisory roles, the firm’s continued use of transaction‑based compensation and occasional principal trades in addition to advisory fees, and the availability of subscription research products such as a paid weekly market commentary. The firm has also expanded third‑party advisory earnings arrangements—under which some financial advisors share a portion of their advisory revenues with a third party in exchange for an equity interest—and many financial advisors are indirect owners of the holding company, arrangements the firm identifies and supervises in its disclosures.

Based on &PARTNERS

Expertise

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy

Based on &PARTNERS

Occupation focus

Founder/Business Owner Executive Retired

Based on &PARTNERS

Location

1045 London St.

Myrtle Beach SC 29577

Advisors at this office

3

Advisors at this office

Justin S

CFP®, ChFC®, Series 66

Myrtle Beach, SC

&PARTNERS

Justin Shaw is a CFP® and ChFC® with eight years of industry experience. He has worked at &PARTNERS since 2026 and previously spent nine years with Edward Jones. Before entering financial advising, he had a six-year tenure at Sir Pizza. &PARTNERS serves a diverse clientele that includes individuals, institutions, retirement plans, charitable organizations, and private businesses. The firm offers a range of services such as investment management and financial planning, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Founder/Business Owner Executive Retired

Brandon D

Series 66

Myrtle Beach, SC

&PARTNERS

Brandon Downey is a financial advisor at &PARTNERS with a Series 66 designation and nine years of industry experience. Prior to joining &PARTNERS in 2026, he spent nine years at Edward Jones and has ownership experience in the pet boarding business Coastal Paws Pet Resort in North Myrtle Beach, co-owned with his wife. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering a range of investment management and advisory services combining fundamental, technical, and quantitative analysis.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Doctor or Medical Professional
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John G

Series 63, Series 66

Myrtle Beach, SC

&PARTNERS

John Gallman is a financial advisor with \u0026Partners, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He worked at Edward Jones for 20 years before joining \u0026Partners in 2024. Outside of advising, he is involved as President/CEO of G-Force Capital Holdings LLC, a land holding company specializing in recreational timberland. \u0026Partners serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, and retirement plan consulting. The firm combines fundamental, technical, and quantitative analysis with proprietary and third-party strategies, offering both discretionary and non-discretionary portfolio management.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
View complete list of advisors at this office
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