ChooseAFinancialAdvisor.com

CPA financial planners in South Carolina

CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.

25 advisors

The Fiduciary Alliance
38yrs
David Dunn
Financial advisor
135 S Main St Suite 600
Greenville, SC 29601
Top 4% by experience in Greenville
CFP®CPA/PFSFiduciary
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Cetera Investment Advisers
34yrs
Marvin Odom
Financial advisor
400 West Carolina Ave
Hartsville, SC 29550
Top 8% by experience in South Carolina
CPA/PFS
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LPL Financial
33yrs
Michael Morley
Financial advisor
1055 LPL Way
Fort Mill, SC 29715
Top 3% by experience in Fort Mill
CPA/PFS
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Family Legacy
31yrs
William Brown
Financial advisor
104 Broadus Avenue
Greenville, SC 29601
Top 11% by experience in Greenville
CPA/PFSFiduciaryFee-only firm
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Family Legacy
31yrs
Christopher Brown
Financial advisor
104 Broadus Avenue
Greenville, SC 29601
Top 11% by experience in Greenville
CFP®CPA/PFSFiduciary
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Cetera Investment Advisers
29yrs
Archie Odom
Financial advisor
Bluffton, SC
Top 17% by experience in South Carolina
CPA/PFSFiduciary
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Cetera Investment Advisers
29yrs
Roland Baird
Financial advisor
700 E North St Suite B
Greenville, SC 29601
Top 15% by experience in Greenville
CPA/PFS
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Savant Wealth Management
27yrs
John Peay
Financial advisor
301 North Broad Street
Clinton, SC 29325
Top advisor by experience in Clinton
CPA/PFSFiduciary
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Wealth Enhancement Advisory Services
27yrs
Michael Helms
Financial advisor
Taylors, SC
Top 14% by experience in Taylors
CFP®CPA/PFSFiduciary
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Cetera Investment Advisers
26yrs
Jeffrey Powell
Financial advisor
1205 Two Island Court Suite 201
Mount Pleasant, SC 29466
Top 24% by experience in Mount Pleasant
CPA/PFSFiduciary
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LPL Financial
25yrs
Stephen Stravolo
Financial advisor
34 Parkway Commons Way
Greer, SC 29650
More experience than 74% of advisors in Greer
CPA/PFSFiduciary
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Advisory Services Network
22yrs
Ken Adams
Financial advisor
111 Spratt Street
Fort Mill, SC 29716
More experience than 73% of advisors in Fort Mill
CPA/PFSPlanningInvesting
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LPL Financial
22yrs
Rodney Dooley
Financial advisor
330 West Main Street
Lexington, SC 29072
More experience than 73% of advisors in Lexington
CPA/PFSFiduciary
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Wells Fargo Advisors
20yrs
Wendy Brewer
Financial advisor
320 Broad St
Charleston, SC 29401
More experience than 63% of advisors in South Carolina
CPA/PFSFiduciary
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Delta Investment Management
20yrs
Travis Smith
Financial advisor
113 Whitsett Street
Greenville, SC 29601
More experience than 67% of advisors in Greenville
CPA/PFSFiduciary
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The Strategic Financial Alliance
20yrs
Matthew Lowery
Financial advisor
1110 London Street Suite 204
Myrtle Beach, SC 29577
More experience than 62% of advisors in South Carolina
CFACFP®CPA/PFS
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Cetera Investment Advisers
17yrs
Justin Kiddy
Financial advisor
Mount Pleasant, SC
More experience than 55% of advisors in South Carolina
CPA/PFSFiduciary
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Wealth Enhancement Advisory Services
14yrs
Michelle Guissinger
Financial advisor
331 E Main St Suite 403
Rock Hill, SC 29730
More experience than 51% of advisors in Rock Hill
CFP®CPA/PFS
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Greenwood Capital Associates
13yrs
Melissa Bane
Financial advisor
201 West McBee Avenue
Greenville, SC 29601
More experience than 56% of advisors at Greenwood Capital Associates
CFP®CPA/PFSChFC
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Eversource Wealth Advisors
12yrs
Jeremy Weaver
Financial advisor
Greenville, SC
More experience than 60% of advisors at Eversource Wealth Advisors
CPA/PFSPlanningInvesting
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Websterrogers Financial Advisors
9yrs
William Hardaway
Financial advisor
1411 Second Loop Road
Florence, SC 29505
9 years in the industry
CFP®CPA/PFS
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Colonial Trust Advisors
8yrs
Kathryn Smith
Financial advisor
101 E. Washington Street Suite 200
Greenville, SC 29602
8 years in the industry
CFP®CPA/PFS
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Cetera Investment Advisers
2yrs
Kathleen Edwards
Financial advisor
1205 Two Island Ct Suite 201
Mount Pleasant, SC 29466
2 years in the industry
CPA/PFSPlanningInvesting
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