Find Top Financial Advisors in Rock Hill, South Carolina

Ross Kirwan is a Certified Financial Planner^™ with 17 years of financial services experience. Ross transitioned to becoming a financial advisor after witnessing firsthand how proper financial guidance impacts families during life's unexpected moments, which he witnessed at the passing of a parent at a young age. Ross combines his skill in portfolio design and economic analysis with Carnegie Private Wealth's resources to build clear, practical financial plans. His thorough understanding of markets and investments, backed by advanced technology and flexible solutions, helps clients navigate their financial decisions with confidence. Ross serves as an Elder at his church while also serving on the board of a local nonprofit, which both reflect his commitment to meaningful impact. This same care and attention shapes how he helps families make smart financial choices for their future.Connect with Ross and Carnegie Private Wealth to align your finances with what matters most.

We guide our clients through an ongoing process that clarifies their financial goals and encourages the implementation of strategies designed to pursue them. We get to know our clients and their challenges on an intimate level, so we can help them identify areas of potential risk and opportunity. Our goal is to simplify financial decisions, making them easy for clients to understand and approach with confidence. Our clients entrust us to help plan their financial future because were attentive, engaged and experienced.

Tony is the founder and lead financial advisor of ACM Wealth Management. He is a Registered Investment Advisor and currently holds the Series 7, 63, 65 and 31 licenses. Additionally, he is a Certified Investment Management Analyst (CIMA) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investments & Wealth Institute.

Tony has been named a Five Star Wealth Manager eight times by Charlotte Magazine for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Wealth Management Magazine and FUNDfire.

Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is a former member of Verdict Ridge Country Club, and an active member of the Investments & Wealth Institute and the Financial Services Institute. Tony is also a past board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Steele Creek/Lake Wylie area of Charlotte with his wife Lesley, and their three children, Evan, Logan and Emma.

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.

David began his career in financial services in 2011 and has spent over a decade helping people navigate the complexities of retirement. After gaining experience at two firms, he founded Clients Excel in 2018 with a clear mission:

To help good people make wise financial decisions so they can excel in retirement with confidence.

Many individuals approach retirement with uncertainty around income, taxes, and market risk. David serves as a guide, helping clients simplify these decisions and avoid costly mistakes through thoughtful planning and clear strategies.

He holds a Bachelor of Science from Liberty University, is a Series 65 investment adviser, and is licensed in health and life insurance across multiple states.

David also shares ongoing insights through a weekly newsletter designed to bring clarity and perspective to retirement planning.

Outside of his work, David enjoys life with his wife Mallory, their daughters Amelia and Ansley, and their rescue dog Oscar. He is active in his church and serves on the board at Oakbrook Preparatory School.

At Clients Excel, we believe in helping clients demystify the complexities of retirement planning and in finding the right strategy to their unique challenges. Retirement should a time of adventure and fun, not a time of stress and worry. Together, let's create a plan you can be confident in. We help good people make wise financial decisions so that the may excel in retirement with confidence.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.