Greenville, SC Office

WebsterRogers Financial Advisors, LLC provides investment management, financial planning and retirement-plan advisory services to individuals (including high-net-worth clients), trusts, small businesses, charitable organizations and sponsors of participant-directed retirement plans. The firm manages portfolios on a discretionary or nondiscretionary basis and also offers consulting on tax, estate and cash-flow matters as part of its advisory services.

WRFA’s investment approach emphasizes long-term strategies grounded in Modern Portfolio Theory and diversified allocations implemented primarily with mutual funds, ETFs and, when appropriate, individual fixed-income securities or alternatives. The firm uses a risk-tolerance questionnaire, Monte Carlo simulation and portfolio-allocation software, may engage subadvisors for specific strategies, and can manage held-away assets (e.g., 401(k), 529 and HSA accounts) via a third-party platform to implement tax-efficient allocation and opportunistic rebalancing.

The firm is owned by partners of the accounting firm WebsterRogers LLP and discloses agreements to compensate WebsterRogers personnel who refer new clients in the first year, creating an accounting-affiliation and referral relationship that differs from most peer team firms. WRFA also maintains an inactive insurance affiliate and retains insurance licenses for educational purposes, and reports roughly $460 million in assets under management across its advisory teams.