Greenville, SC

Meet Our Advisory Team

135 South Main Street, Suites 900 & 1000, Greenville, SC, 29601, USA

Our Greenville-based financial advisors offer personalized financial planning, investment management, insurance and asset protection, and strategic tax planning services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Our team also has deep experience serving professionals in the Upcountry, working with ultra-high-net-worth individuals. If you’re searching for a financial advisor in Greenville, SC, our team is ready to support your financial goals.

(864) 235-1428

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What Our Clients Say

Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.

We have been with these folks for over 20 years. They listen and plan exactly what we desire. Very professional and also very friendly… we consider them our friends as well.

Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.