CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.
The Fiduciary Alliance
38yrs
David DunnFinancial advisor
135 S Main St Suite 600
Greenville, SC 29601
Top 4% by experience in Greenville
CFP®CPA/PFSFiduciary
Cetera Investment Advisers
34yrs
Marvin OdomFinancial advisor
400 West Carolina Ave
Hartsville, SC 29550
Top 8% by experience in South Carolina
CPA/PFS
LPL Financial
Top 3% by experience in Fort Mill
CPA/PFS
Family Legacy
31yrs
William BrownFinancial advisor
104 Broadus Avenue
Greenville, SC 29601
Top 11% by experience in Greenville
CPA/PFSFiduciaryFee-only firm
Family Legacy
Top 11% by experience in Greenville
CFP®CPA/PFSFiduciary
Cetera Investment Advisers
Top 17% by experience in South Carolina
CPA/PFSFiduciary
Cetera Investment Advisers
29yrs
Roland BairdFinancial advisor
700 E North St Suite B
Greenville, SC 29601
Top 15% by experience in Greenville
CPA/PFS
Savant Wealth Management
27yrs
John PeayFinancial advisor
301 North Broad Street
Clinton, SC 29325
Top advisor by experience in Clinton
CPA/PFSFiduciary
Wealth Enhancement Advisory Services
Top 14% by experience in Taylors
CFP®CPA/PFSFiduciary
Cetera Investment Advisers
26yrs
Jeffrey PowellFinancial advisor
1205 Two Island Court Suite 201
Mount Pleasant, SC 29466
Top 24% by experience in Mount Pleasant
CPA/PFSFiduciary
LPL Financial
More experience than 74% of advisors in Greer
CPA/PFSFiduciary
Advisory Services Network
22yrs
Ken AdamsFinancial advisor
111 Spratt Street
Fort Mill, SC 29716
More experience than 73% of advisors in Fort Mill
LPL Financial
22yrs
Rodney DooleyFinancial advisor
330 West Main Street
Lexington, SC 29072
More experience than 73% of advisors in Lexington
CPA/PFSFiduciary
Wells Fargo Advisors
20yrs
Wendy BrewerFinancial advisor
320 Broad St
Charleston, SC 29401
More experience than 63% of advisors in South Carolina
CPA/PFSFiduciary
Delta Investment Management
20yrs
Travis SmithFinancial advisor
113 Whitsett Street
Greenville, SC 29601
More experience than 67% of advisors in Greenville
CPA/PFSFiduciary
The Strategic Financial Alliance
20yrs
Matthew LoweryFinancial advisor
1110 London Street Suite 204
Myrtle Beach, SC 29577
More experience than 62% of advisors in South Carolina
CFACFP®CPA/PFS
Cetera Investment Advisers
More experience than 55% of advisors in South Carolina
CPA/PFSFiduciary
Wealth Enhancement Advisory Services
More experience than 51% of advisors in Rock Hill
CFP®CPA/PFS
Greenwood Capital Associates
13yrs
Melissa BaneFinancial advisor
201 West McBee Avenue
Greenville, SC 29601
More experience than 56% of advisors at Greenwood Capital Associates
CFP®CPA/PFSChFC
Arsenal 401k Advisors
12 years in the industry
CPA/PFSFiduciary
Eversource Wealth Advisors
More experience than 60% of advisors at Eversource Wealth Advisors
Websterrogers Financial Advisors
9 years in the industry
CFP®CPA/PFS
Colonial Trust Advisors
8yrs
Kathryn SmithFinancial advisor
101 E. Washington Street Suite 200
Greenville, SC 29602
8 years in the industry
CFP®CPA/PFS
Cetera Investment Advisers
2yrs
Kathleen EdwardsFinancial advisor
1205 Two Island Ct Suite 201
Mount Pleasant, SC 29466
2 years in the industry