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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 - 22-Sep-2022

Greer has 4 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 21 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
Roy Janse
CFP®, AIF®
GOLDFINCH WEALTH MANAGEMENT
325 Rocky Slope Road, Suite 302,
Greenville, SC 29607
19 $162mm Not Specified Not Specified
Adam Wiles
CFP®
GLOBAL VIEW, LLC
420 E Park Ave,
Suite 303,
Greenville, SC 29601
15 Not Specified $250,000 Fee-Only
Bland Burkhardt
CPA, CFP®, PFS
GOEPPER BURKHARDT
531 South Main Street,
Suite 303,
Greenville, SC 29601
30 $240,000,000 Not Specified Fee-Only
Pat Latta
ACT ADVISORS WEALTH MANAGEMENT
521 College Street,
Asheville, NC 28801
21 $50,000,000 $500,000 Fee-Based

Information on Qualified Financial Advisors in Greer

Qualifications CRD# 4568949
Firm CRD# 8032
Series 7, 66


Office Location 325 Rocky Slope Road, Suite 302,
Greenville,
SC
29607
Phone Number 864-375-4700

Roy's priority is assisting his clients in pursuing their unique financial goals with the greatest confidence. By developing sophisticated financial plans as well as managing customized investment portfolios, Roy and his team help their clients pursue their financial goals with the goal of decreased volatility and optimized returns. He has built a strong practice working with individuals, couples, small business owners, and corporations. During the summer of 1996, Roy participated in the 1996 Atlanta Olympic Summer Games as a member of the Canadian sailing team. He and his teammate placed 11th in the two person Tornado catamaran event. As a financial advisor, Roy takes the same high level Olympic performance approach in helping clients identify, plan and work towards achieving their financial goals. Roy began his financial career in 2002 as a personal and business financial advisor for a national firm. Seeking to offer his clients true independent and fiduciary level advice while managing their assets, in July of 2009 he began the independent firm, DeHollander & Janse Financial Group located in Greenville, SC. This drive, to always offer the best available service and solutions to his clients, had him on January 1st, 2021 further rebrand as Goldfinch Wealth Management. Over the years he has developed a diverse and talented team of advisors and support personnel to provide the level of investment management, financial planning and service his clients have come to expect. We all have goals and we all have worries. Roy's team can help you work towards accomplishing your goals, while doing the worrying for you.

About Goldfinch Wealth Management

As experienced wealth consultants located in the upstate of South Carolina, our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, wealth management, and retirement planning resources. By using fee-based financial planning, customizing wealth management strategies, and acting in a fiduciary capacity while managing your assets, we help our clients maximize their resources and pursue their lifetime goals. Roy Janse is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Roy Janse is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Roy Janse is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Roy Janse is required to act in a fiduciary capacity.

More information is available in Commonwealth’s Form CRS

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4798512
Firm CRD# 145499

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


Office Location 420 E Park Ave,
Suite 303,
Greenville,
SC
29601
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,
Greenville,
SC
29601
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,
Asheville,
NC
28801
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
Van Der Noord Financial Advisors, Inc.
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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