A complete list of active advisors currently associated with Winyah Financial Services, LLC

Warmer can help you find a great advisor at Winyah Financial Services, LLC or one who fits your needs even better.

Winyah Financial Services provides investment supervisory services and consulting to individual (non‑high‑net‑worth) clients, offering individualized portfolio management as well as estate, retirement and insurance-related advice. As of December 31, 2025 the firm reported $2,619,000 under management on a non‑discretionary basis across eight clients. The firm develops client investment policies through a data‑gathering process that considers objectives, time horizon and risk tolerance, and it principally employs fundamental analysis and a long‑term purchase approach while providing ongoing monitoring and at least quarterly reviews. Engagements are generally non‑discretionary, requiring client approval for transactions, and services may be billed on an asset‑based or hourly basis. Distinctively, the firm’s principal also serves as an independent insurance agent and implements insurance and annuity transactions for clients for separate, commission‑based compensation, a related activity the brochure indicates consumes roughly 40% of the principal’s time and is disclosed as a potential conflict of interest. The brochure also discloses a 2024 administrative consent order addressing recordkeeping deficiencies under which the firm agreed to refrain from conducting advisory activities in one state for five years; the firm has provided advisory services since 1994.

To learn more about the advisors currently working at Winyah Financial Services, LLC, 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.