Find Top Financial Advisors in Greer, South Carolina

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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Finding the Top Financial Advisor in Greer, South Carolina
Last Updated - 23-Mar-2023

Greer has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 11 non-vetted advisors in your local area. These financial advisors in Greer, South Carolina have an average of 22 years of experience.

NOTE: The list of financial advisors in Greer, South Carolina mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Greer, South Carolina.

Qualified Financial Advisors in Greer, South Carolina
Financial Advisor Experience AUM Minimum Assets Fee Structure
Adam Wiles
420 E Park Ave,
Suite 303,
Greenville, SC 29601
15 Not Specified $250,000 Fee-Only
Bland Burkhardt
531 South Main Street,
Suite 303,
Greenville, SC 29601
30 $240,000,000 Not Specified Fee-Only
Pat Latta
521 College Street,
Asheville, NC 28801
21 $50,000,000 $500,000 Fee-Based

Information on Qualified Financial Advisors in Greer

Qualifications CRD# 4798512
Firm CRD# 145499

Compensation/Fee Fee-Only, Flat Fee, Based on Assets

Office Location 420 E Park Ave,
Suite 303,
Phone Number 864-272-0818

Adam is a native of Iva, SC and graduated Cum Laude from Wofford College with a BA in Finance. While at Wofford, he participated on the football team as both a back-up and starting quarterback. He has ten years of experience as a trader in the Commodity Lumber industry. He worked for two years at Merrill Lynch before joining Global View in 2005. Adam is focused on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying clients needs and explaining solutions. Adam and his wife Laurie live in Greenville's North Main area and have two children, boy-girl twins, Ellis and Calla.

About Global View, LLC

Global View is an independent, fee-ONLY Registered Investment Advisory firm headquartered in Greenville, SC. Our team of fiduciaries - consisting of five Advisors and support staff - work together to satisfy the needs of our clients. All of our partners are CERTIFIED FINANCIAL PLANNER Practioners. Your advisor will incorporate an understanding of income taxation and estate planning issues into investment management, and will work closely with accountants and attorneys to satisfy your needs.
Because we are not affiliated with a major investment bank, we do not sell proprietary products. Our business as a fiduciary Registered Investment Advisory firm means that we only accept payment from our clients, and that our clients will never pay commissions, penalties, or any other unexpected fees. We believe this better aligns our interests with those of our clients', with the end goal of always helping the client attain their goal.
Our practice is based on the fundamental principal that human beings often make errors in decision making that are avoidable. Behavioral research and market performance history clearly illustrate that individual investors suffer largely because they do not make choices based on a rational framework. We feel it is our responsibility to provide that framework to our clients and implement it for them based on their unique needs and circumstances including income goals, investment time horizon, survivorship needs, and estate and legacy planning.

Qualifications Firm CRD# 127896

Compensation/Fee Fee-Only, Based on Assets

Office Location 531 South Main Street,
Suite 303,
Phone Number 864-370-3244

About Goepper Burkhardt

Goepper Burkhardt LLC was established in January of 2003 in Greenville, S.C. Our mission is to provide fee-only financial planning and investment management based on a fiduciary standard of care. We primarily serve retirees and pre-retirees. Our service is provided by a team of credentialed and experienced advisors.
We help you plan for the retirement you've dreamed of - one that's full of the pursuits that make you happy and, equally important, one that's planned and lived on your own terms. Whether your focus is relaxation or rejuvenation, pursuing new passions or rededicating yourself to old hobbies, traveling the world or staying close to your grandkids, retirement should be fun, joyful and stress-free. Whatever your goals for retirement may be, our financial planning processes are designed to ensure you are guided and cared for every step of the way.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services

Qualifications CRD# 4395019
Firm CRD# 173120
Series 6, 63, 65

Compensation/Fee Fee-Based, Flat Fee, Based on Assets

Office Location 521 College Street,
Phone Number 828-398-2802

With over 20 years as a financial advisor, Pat Latta's experience and knowledge make him a valuable resource for his clients. Pat specializes in developing personal wealth strategies for individuals in career transitions, typically for clients who will be retiring in the next 10 years or who are already retired. As a former retirement plan advisor, Pat is experienced with employer benefits available to working professionals. Pat is the former plan administrator for Mission Hospital where he helped over 5,000 employees plan for their retirement. Pat served as the financial advisor on United Services Credit Union's 401(k) plan where he worked with credit union executives and employees. He was a USCU board member for 5 years and was Board Chairman for 2 years. Pat also established and managed in-house brokerage services for USCU's members and has been a credit union member for over 20 years. The Latta family has lived in the Asheville area for over 30 years. Pat holds the following registrations, licenses and professional designations:
- Uniform Investment Adviser Law Examination (series 65) with ACT Advisors, LLC
- Uniform Securities State Law Examination (series 63) with LPL Financial
- Investment Company and Variable Contracts Products Representative Exam (series 6) with LPL Financial
- Long Term Care Licensed
- Life, Health, and Variable Annuity Insurance Agent. -Such registration does not imply any specific level of skill or training.

About ACT Advisors Wealth Management

At ACT Advisors, we provide independent, personalized, and ongoing professional investment advice. Our financial advisors can help you identify your goals, define the short- and long-term objectives to work towards them, and build a personalized investment plan tailored to your unique needs. As a Registered Investment Advisor (RIA), we are a fiduciary. This means that we put our clients before ourselves. When providing investment advice, our advisors have a fundamental obligation to act in the best interests of our clients.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management

Top Financial Advisor Firms in Greer, South Carolina (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
The Village At Thornblade , 420 The Parkway, Suite G2,
Greer, SC 29650
$126,856,206 402 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Greer, South Carolina*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Barnette & Associates Wealth Management, LLC
    Inquire with Barnette
    310 Memorial Drive, Suite A, Greer, SC  29650 864-469-5991
    Innovative Business Services, LLC
    Inquire with Innovative
    320 Tandem Dr, Greer, SC  29650 864-203-8515
    Edward Jones
    Inquire with Edward
    115 W Wade Hampton Blvd, Ste C, Greer, SC  29650 864-877-7575
    Edward Jones
    Inquire with Edward
    1115 W Poinsett St, Suite B, Greer, SC  29650 864-879-7901
    Edward Jones
    Inquire with Edward
    2438 Hudson Rd, Greer, SC  29650 864-268-3106
    Edward Jones
    Inquire with Edward
    3115 Brushy Creek Rd, Ste C3, Greer, SC  29650 864-848-4826
    Edward Jones
    Inquire with Edward
    109 A Regency Commons Dr, Greer, SC  29650 864-292-2405
    Edward Jones
    Inquire with Edward
    1115 W Poinsett St, Suite B, Greer, SC  29650 864-879-7901
    Edward Jones
    Inquire with Edward
    1605 Locust Hill Rd, Greer, SC  29651 864-848-9148
    Edward Jones
    Inquire with Edward
    420 The Parkway, Suite Q, Greer, SC  29650 864-848-4111
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      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?