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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Mount Pleasant, 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 Mount Pleasant, South Carolina | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Steven Huskey Huskey Financial - Consulting & Wealth Management |
1036 Lansing Dr., Mount Pleasant, SC 29464 |
843-714-3387 |
| John Geilfuss AWMA®, CFP®, CRPC® Edelman Financial Engines, LLC |
4401 Leeds Avenue, North Charleston, SC 29405 |
843-501-2250 |
Qualifications
CRD# 6684731
FirmCRD# 46173
Series 7, 66
Compensation/Fee
Fee-Based, Based on Assets, Commissions, Flat Fee
Office Location
1036 Lansing Dr.,
Suite 200,
Mount Pleasant,
SC 29464
Phone Number
843-714-3387
Your finances are what drive your future. Our Primary Purpose: At first glance, financial planning might appear to be black and white...but at Huskey Financial, we focus on what gives your life color. When you envision your future, you aren't thinking of interest rates and stock returns, you're thinking of a lake house in a sentimental spot or the vacation your family has been dreaming of. When we envision your future, we focus on how to help you hit the financial goals that will get you where you want to be. We approach financial management in a way that makes you proud of your decisions. We understand that an investment portfolio makes up a small percentage of your overall wealth profile, and that your finances make up a small percentage of who you are. Your lifestyle, past expenses, and future plans are all integral components of making smart financial choices, which is why we get to know you as we get to know your portfolio. When you trust us to manage your assets, you can be certain that you'll receive advice that takes everything about your life into account, not just formulas based on your countdown to retirement. With financial education as one of our cornerstones, you will learn not only what we're doing with your money, but how the actions we're taking will help you have a secure wealth plan for every stage in your life. We will build a comprehensive financial plan that puts the things that matter the most to you at the forefront, so you can focus on building the future you want for your family.
Were a dedicated team of financial professionals that specialize in helping medical professionals & business owners with all their financial planning considerations. We are process-driven, not transactional or product-pushers. Instead of one-size-fits-all plans, we work with surgeons, dentists and practice owners to build a custom, profession-based financial strategy that challenges conventional wisdom by leading with protection and savings so you can invest for your future. We help physicians and practice owners reduce their taxes, increase cash flow and drive value by providing services such as exit planning, key employee retention, unconventional retirement strategies & general financial guidance.
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, Insurance Products & Annuities
Qualifications
CRD# 6062527
FirmCRD# 104510
Series 66
Compensation/Fee
Fee-Based
Office Location
4401 Leeds Avenue,
Suite 225,
North Charleston,
SC 29405
Phone Number
843-501-2250
I believe financial education is critical to help people understand and achieve financial independence. My goal is to educate others and help guide them toward a happier life financially.
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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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.
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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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