The advisor who starts with your business, not your portfolio.
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You didn't build your company to get generic financial advice. You need someone who understands how your business actually works — the cash flow, the tax situation, the employees, the exit timeline.
I'm based in Charleston and I work with business owners across South Carolina. Companies with 10–100 employees who are past the startup phase but haven't figured out the financial strategy side — because they've been too busy running the business.
Cash flow optimization, tax strategy, and a personal financial plan built around your business — not beside it. Your accountant tells you what you owe. I tell you what you could have done differently.
Learn more →A 401(k) isn't just an employee benefit. It's a tax strategy. Under SECURE Act 2.0, businesses with ≤50 employees can claim up to $16,500 in tax credits just for starting a plan.
Learn more →80% of a business owner's net worth is tied up in their company. Only 20–30% of businesses that go to market actually sell. Exit planning isn't something you do at the end. It's something you do now.
Learn more →Through Harbor One Insurance, I place commercial general liability, property & casualty, and other business coverage. Your financial strategy and your risk management should come from someone who sees the full picture.
Learn more →Under the SECURE Act 2.0, your business could claim $16,500+ in tax credits for starting a retirement plan. This guide breaks down the exact numbers, who qualifies, and how to claim it. Five minutes. No jargon.
Send Me the Guide — FreeFree PDF. No consultation required.
Most advisors open with portfolio allocation. I open with: how does your business make money, what's it worth, and what happens when you want to stop?
Payroll. Margins. Valuation multiples. Cash flow timing. Not "synergy" and "holistic wealth management."
Your business decisions affect your personal financial picture. Most advisors treat them separately. I don't.