

Safe Harbor Wealth
Independent retirement and financial planning for families
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Financial advisors help people plan for the money decisions that shape their lives, from building an income plan and handling taxes to preparing for retirement. Many also offer investment planning, IRA rollovers, long-term care and healthcare planning, and estate or legacy planning. This directory lists financial advisors across South Carolina, grouped by town, including listings in Greenville and Summerville. To choose one, ask whether they are paid a flat fee, by the hour, or through commissions, since that affects how their advice may be shaped. You can also ask about their experience with situations like yours, such as a rollover or retirement timeline, before you call.


Independent retirement and financial planning for families


Investment management and wealth planning for individuals and families

Independent investment advisory and financial planning firm

Retirement income, investment, Social Security and legacy planning

Retirement, tax and estate planning in Greenville

Account resolution and payment options for creditors and consumers

Financial planning for individuals, business owners and companies

Faith-based wealth management for Charleston-area families