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Find Top Financial Advisors in Charleston Afb, South Carolina

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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 Charleston Afb, 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.

Qualifications of Financial Advisors in Charleston Afb

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 Charleston Afb, South Carolina
Financial Advisor Office Location Phone Number
Jason Noble
CFP®
Edelman Financial Engines, LLC
4401 Leeds Avenue,
North Charleston, SC  29405
843-952-2135
Steven Huskey
Huskey Financial - Consulting & Wealth Management
1036 Lansing Dr.,
Mount Pleasant, SC  29464
843-714-3387
Jason Allen
CFA®
Chatham Capital Group
90 Main Street, Suite A,
Hilton Head Island, SC  29926
404-245-6987

Information on Qualified Financial Advisors in Charleston Afb

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.

About Edelman Financial Engines, LLC

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.



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.

About Huskey Financial - Consulting & Wealth Management

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.

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, Insurance Products & Annuities



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.

About Chatham Capital Group

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.

What Makes Us Different?
Our Interests Are Completely Aligned with Yours. We are fiduciaries. We do not sell any products or collect any commissions. When our clients succeed, we succeed. We have a long history of helping clients achieve their financial goals, and our sole mission is superior client service and results. Clients Receive Personal Attention. Each principal works with a limited number of clients, far fewer than typical investment firms, allowing us to focus on client satisfaction. Our clients are family to us, and we treat them accordingly. We will never sacrifice our high service standards for growth. We meet with clients frequently in person, and our professionals are always accessible. Our Team Is Highly Experienced and Knowledgeable. Our financial professionals include five CFA® charterholders, the highest set of credentials in the global investment management industry. Our principals average over 25 years of experience, having managed money in many different types of wealth management environments. We have expertise in, and help clients with, investment management, estate planning, financial planning, and tax planning and analysis. We are our clients financial quarterback, helping guide them through challenging and complex issues. We Are Local and Independent. Our firm is 100% owned by our principals. We have a strong local presence in our markets, and our professionals are actively involved in the Savannah and Hilton Head Island communities. We have no affiliation with or obligation to any other company, and our firm is structured entirely to best serve our clients. Since 1996, we have been truly independent, and we will remain so.

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



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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?