Listening. loyalty. legacy.
Careful listening has become our innovative strategy, one that breaks the norm of how wealth management firms traditionally operate.
Since 2009, our unique wealth advisory philosophy has been the guiding compass of every step we take, as our goal is to deliver confidence and retirement independence to our many clients in the Carolinas and beyond. Our approach is simple; listen to our client’s needs first – their goals, their future vision; and fully grasp their risk tolerance.
The personal, genuine approach our firm brings to the table best defines our loyal client relationships. Our time and effort are spent getting to know our clients in order to truly understand what is important to them, what they hope to accomplish in their lifetime, and the legacy they want to leave behind.
Community First. Business Second.
Additionally, we strive to be more than just another business entity located in the region. We feel that as a successful local business, we should give back to the communities that provide for our success. Our firm does this by volunteering efforts, philanthropy, and civic leadership. Just to name a few, some organizations we have assisted throughout the years include:
Anne Springs Close Greenway
Moped 2 Memphis
Children’s Attention Home
Fort Mill School District
Carolinas HealthCare Foundation
Fort Mill Rotary Club
Fort Mill America Legion
Indian Land VFW
Veterans Bridge Home
Our Alliance with LPL Financial
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.