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.
We are so confident you will benefit from our advice that we are willing to make a guarantee. If you are not 100% satisfied after the first hour, you do not have to pay us.
Use our contact form or call 843-628-2892 to schedule an appointment.
Financial Planning Made Easy
At Charleston Wealth Advisors, we appreciate that every client is unique. We get to know our clients – listening to their stories and learning what is important to them. By doing so, our financial advisors in Charleston plan strategies that speak to very personal and specific needs.... [Read More]
When working with CWA, you will receive a Charleston financial planner who will address your monetary needs so that you can focus your time, money and energy on the important things in life. A competent Charleston financial planner will help manage your hard earned assets and ensure your financial future is secure.
Objective, Independent Financial Advisors
We have designed Charleston Wealth Advisors to offer a client-centric experience. You will have a personal relationship with an attentive CERTIFIED FINANCIAL PLANNER™ practitioner who understands your financial needs.... [Read More]
Our Charleston financial planners and advisors will coach you through life’s largest fiscal decisions, allowing you to grow your money, protect your wealth and accomplish your life goals.
An important question you may be asking yourself is why do you need a financial advisor in Charleston? While there are a number of great explanations backed by industry knowledge and certifications, the most important reason is that we will develop a custom strategy for you.... [Close]
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.