What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Columbia, SC area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Columbia, SC Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Pat Fair
CFP®
AP Wealth Management
Columbia, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Collaborative Financial Stewardship with Your Life at the Center
Tom O'Gorman
MBA
AP Wealth Management
Columbia, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Small Business 401(k) Retirement Planning, Small Business Cash Balance Planning
Collaborative Financial Stewardship with Your Life at the Center
Clayton Quamme
CFP®
AP Wealth Management
Columbia, SC
Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Small Business 401(k) Retirement Planning, Small Business Cash Balance Planning, Tax Planning, Estate Planning, Insurance Planning
Collaborative Financial Stewardship with Your Life at the Center
Gene McManus
CFP®, CPA
AP Wealth Management
Columbia, SC
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Retirement Withdrawal Strategies
Collaborative Financial Stewardship with Your Life at the Center
Matt Morris
M.S.
Sanderling Finance, LLC.
Columbia, SC
Specialties: Holistic Financial Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Columbia, South Carolina, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
