Welcome to Charleston Wealth Advisors

We believe everyone can benefit from financial planning regardless of life stage. We know our clients by name, not by an account number, and we feel a deep sense of responsibility over your financial success. Here are just a few of the important reasons to consider us for assistance with your financial planning:

  • We require no net worth or income minimums.
  • Our clients have the option to pay hourly, a flat-fee or a percentage fee of assets under management (AUM).
  • Our clients receive independent, objective advice from a CERTIFIED FINANCIAL PLANNER™ practitioner.

Our success will be measured by the quality of life achieved by our clients. After all, we do very important work. We incorporate the financial and emotional needs of your life in the decision process.

Who We Serve

clientsYoungProfessionalsclientsFamilies

clientsNearRetirement

clientsRetirees


Why A Certified Financial Planner™ Practitioner

Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by submitting to the rigorous CFP® certification process that includes education, examination, experience and ethical requirements.... [Read More]

At Charleston Wealth Advisors, our financial planners in Charleston have taken this extra step allowing us to manage your assets professionally and ethically with result driven strategies.

For more information, please navigate our easy to use website and learn more about Our Charleston, SC Financial Advisors.... [Close]