WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Hilton Head Island, South Carolina. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
Qualified Financial Advisors in Hilton Head Island, South Carolina | ||
---|---|---|
Financial Advisor | Office Location | Phone Number |
Bruce Brenner Wood Hilton Head Capital Partners |
7 Lafayette Place, Hilton Head Island, SC 29926 |
833-300-4427 |
Jason Allen CFA® Chatham Capital Group |
90 Main Street, Suite A, Hilton Head Island, SC 29926 |
404-245-6987 |
Kimberly Good CIMA®, CFP® KCG Investment Advisory Services LLC |
315 Commercial Dr. Suite C1, Savannah, GA 31416 |
912-335-8071 |
Jason Noble CFP® Edelman Financial Engines, LLC |
4401 Leeds Avenue, North Charleston, SC 29405 |
843-952-2135 |
Qualifications
CRD# 844688
FirmCRD# 299375
Series 65
Compensation/Fee
Fee Only, Based on Assets, Hourly
Office Location
7 Lafayette Place,
Suite B,
Hilton Head Island,
SC 29926
Phone Number
833-300-4427
With more than 40 years of investment, banking and financial experience, Bruce knows firsthand about asset preservation and keeping his clients on a steady investment course during volatile markets and changing economic times. Bruce's career path began in Richmond, Virginia, where he worked as a bank officer and financial analyst after serving as a Special Agent in Army Intelligence during the Vietnam conflict and receiving the Army Commendation Medal. He subsequently joined Merrill Lynch as a Financial Advisor and continued to build on his investment management experience over the years with Prudential Securities, EF Hutton/Smith Barney and UBS PaineWebber, before joining Wells Fargo Advisors. Bruce received his Bachelor of Science in Business Administration from California State University at Los Angeles. In his free time, you will find Bruce involved with antique automobiles, as a member of the Lowcountry Oyster & Motorcar Driving Society in Hilton Head Island, South Carolina. Over the years, Bruce has contributed to his community by serving as Past President of Lions Club International, Past President and Lt. Governor of Kiwanis International, and Special Olympics. He has also served his local Veterans of Foreign Wars (VFW). On a personal note, Bruce and his wife, Karen, are blessed with a daughter who resides in Annapolis, Maryland, and proudly served for 12 years as a U.S. Naval Officer. Bruce and Karen also have two retired racing greyhounds, and both volunteer to promote greyhound adoption awareness in their community.
Hilton Head Capital Partners founder, Bruce Wood, believes that regardless of the size of the company or the investment portfolio, that clients are looking for the same thing, an honest relationship with a professional who genuinely values their needs and concerns. There are always things that happen in life that we cannot control or plan for, we help you prepare for the unplanned as well as the planned.
Qualifications
FirmCRD# 106174
Compensation/Fee
Fee Only
Office Location
90 Main Street, Suite A,
Hilton Head Island,
SC 29926
Phone Number
404-245-6987
Since joining Chatham Capital Group in 2014, Jason has provided financial advice and portfolio management services for his select group of clients. He also serves on the research committee to develop the firm's investment strategy. Prior to Chatham, Jason was responsible for portfolio management and investment strategy at Boys, Arnold & Company's Hilton Head Island office (2010 to 2014). Other previous positions include: managing partner at Atlanta Equity Research (2002 to 2009), equity research analyst at SunTrust Robinson Humphrey (1998 to 2002), and financial analyst at Delta Airlines (1996 to 1998) Jason received a B.S. in finance (1994) and an M.B.A. (1996) from Wake Forest University.
After three decades of managing investment portfolios for institutional clients, the founders established Chatham Capital Group in 1996 to provide professional, unbiased wealth management advice to individuals, families, and their related foundations, as well as to manage their own financial affairs. Our firm is profitable and thriving, and we are honored to oversee $500 million in client assets under management.
Qualifications
CRD# 1858207
FirmCRD# 150083
Compensation/Fee
Fee Only, Based on Assets, Hourly
Office Location
315 Commercial Dr. Suite C1,
Savannah,
GA 31416
Phone Number
912-335-8071
Kimberly is a thirty-year veteran of the financial services industry, a Certified Financial Planner (CFP®), an accomplished investment expert (CIMA®), and a Certified Personal Wealth Advisor (CPWA®). Kimberly has expertise in the development of personalized financial plans; in particular, the implementation of those plans including investment management. Kimberly has experience as a Trust Officer, within the Life Insurance Industry, and was a Portfolio Manager and Investment Advisor for boutique investment advisory firms before launching KCG in 2009. In those roles, she has managed as much as $200 million in assets at any given time, providing Wealth Management and Advice for Individuals and Retirement Plans.
KCG helps you plan and invest for the impact you desire; for you personally, your family, select charities, or global causes. Your impact can be a legacy for and influence on many generations to come! KCG delivers on an exceptional value proposition, providing meaningful guidance and concierge wealth management services that include practical financial planning and goals-based investment strategies. Our modern, real-world solutions are based upon collaborative, attainable targets over time, and our implementation process leverages both technical and human resources. KCG's offices are equipped with the technology necessary to provide sophisticated planning, security, and compliance. Registered in Georgia, South Carolina, and Michigan, KCG currently serves satisfied Clients in 12 states and Costa Rica. Senior Advisor, Kimberly Good, and KCG have established, synergistic relationships with legal, accounting, trust administration, life care advocacy, and specialized investment professionals who are always available to assist in the implementation of your plan. We can work with your current advisors to expand your existing team or help to fill any advisory needs at your discretion. Client Support Specialist, Christina Martinez-Harrison supervises office staff, managing the delivery of superior, personalized service for each valued Clients. Christina has an impressive work history including Registered Broker, Sales Consultant, Advisory Consultant, and Systems Administrator. She sets a pleasant, friendly mood for the office and is a talented problem-solver. We believe that it is our responsibility to positively influence all with whom we come into contact, through service, and by example. As our Clients prosper, we prosper, our families and friends prosper, and in turn, our community prospers!
Qualifications
CRD# 5106029
FirmCRD# 104510
Series 66
Compensation/Fee
Fee-Based
Office Location
4401 Leeds Avenue,
Suite 225,
North Charleston,
SC 29405
Phone Number
843-952-2135
I'm passionate about working with families and developing strategies to help them accomplish their financial and retirement goals. I am experienced in building and implementing financial plans by getting to know my clients really well. Through thoughtful conversations, I learn their personal goals and concerns and provide an easy to understand plan to help them achieve their goals. In my spare time, I enjoy spending time with my family and staying active in my community and church.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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Our guide will help you select the most qualified financial advisor for your needs.
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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.
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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.
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