The PSGroup

The PSGroup is a Greenville financial planning firm that works with individuals, business owners and companies. Its work is organized around personal planning for people in the workforce, self-employed or retired, business owner succession and value planning, and employee benefit offerings for companies. The firm's approach is to listen first, then design, plan and follow up on a strategy that fits each client's goals.

New clients start with a conversation to talk through their goals and situation. The firm is based at 104 South Main Street in downtown Greenville, South Carolina, and its advisors are registered through Cambridge Investment Research and The AmeriFlex Group. Bart Ellis, a Greenville native who joined the firm in 2006, is listed as a financial advisor on the team.