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Kane Vines
CFP®, CRPC®, APMA®
Expound Wealth Management
At Expound Wealth Management, we're not just about numbers and charts. We see dreams and aspirations, and were all about helping you pursue that place of stability and security you can't get to by...
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Mitch Simkins
Farther Finance, LLC
Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer...
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Michael Allison
Blueprint Financial Advisors
Blueprint Financial Advisors is an independent financial planning and wealth management firm. We strive to demonstrate the following core principles in every interaction you have with us: Our...
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Beren Anderson
LUTCF®
BSA Wealth Advisors
As your financial planner, it's our fiducial responsibility to ensure the advice presented is in your best interest, and it supports decisions that protect your family, businesses, and investments. ...
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David Conley
CFP®
Masters Financial Group
MFG has been helping Upstate individuals & families pursue their financial goals since 1998. Our mission is to help you reach your financial goals and experience financial peace. Our Certified...
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Roger Severance
RS Financial
At RS Financial, We understand every investor is unique, with distinct goals, timelines, and risk preferences. What you share is a desire for a confident investment plan, maximized returns relative...
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Latest Blog
11 min read
26 Dec 2025
What is a Fiduciary Financial Advisor?
Did you know the word fiduciary comes from the Latin words fidere, which means to trust, fiducia, which means trust, and fiduciarius, which refers to holding something in trust. Sometime in the 17th century, the word made its way into English and was used to describe something that inspires trust....
10 min read
24 Dec 2025
7 Ways Education Planning is Important for Your Child’s Future
Education plays a huge role in how a child understands the world. It is not just about learning science or math. Education helps your child appreciate art, philosophy, literature, and so much more. It influences how they think, make decisions, and perceive life. Over time, it helps them grow into...
11 min read
23 Dec 2025
Portfolio Risk Management: How to Measure and Manage Portfolio Risk
Whenever you invest your money in the market, a certain level of risk naturally comes with it. Your investments may lose value, your returns may fall short of your expectations, you may not be able to withdraw funds when you need them most, inflation may erode your long-term wealth, or...
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One premise I tell my clients up front is, "Don't believe anyone who tells you they are totally objective...
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Aiming for a high rate of return on your investments is natural, but the reality is that your actual returns will vary...
How to prepare for a meeting with your Financial Advisor
What do you do before you visit a doctor? Understand your condition, prepare for all the questions that...
Is It Worth Paying a Financial Advisor 1%?
Planning for retirement and growing your wealth is critical to achieving your financial aspirations...
Portfolio Managers vs. Investment Advisors: How Do the Two Differ?
When it comes to building and handling a portfolio, it often feels like a two-person job...
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