Most financial advisors are built for people who get a W-2 every two weeks. Portfolio allocation. Target-date retirement. Quarterly reports that nobody reads. If that's what you're looking for, there are hundreds of options in Charleston. I'm not one of them.
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I got into this work because I kept seeing the same pattern: smart, capable business owners who had built something real — and had no financial strategy that actually accounted for how they lived.
They had a CPA who told them what they owed. Maybe an advisor who'd put them in some funds. But nobody was connecting the business to the personal picture. Nobody was asking: what's the company worth, what happens if you want to sell in five years, and what does your personal financial life look like if the sale doesn't go perfectly?
That's the gap I built my practice around.
I work with business owners doing $1M–$20M in revenue. People 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.
I'm based in Charleston, SC, and I work with business owners across South Carolina. I'm affiliated with Roadstead Capital Partners — which gives my clients institutional-grade resources with the personal relationship of a local advisor who picks up the phone.
Knowing what I don't do is just as useful as knowing what I do.
I don't serve "anyone with money." If you're a W-2 employee looking for retirement planning, I'll point you in the right direction — but it's not what I do.
I don't lead with "when do you want to retire?" Business owners don't think that way. You think about selling, stepping back, building something that runs without you. That's what I plan for.
No corporate templates. No "wealth management division." One advisor in Charleston who knows the market, knows the client, and doesn't need to check with a home office.
No pitch. No obligation. Just a 30-minute conversation about where you are, what gaps exist, and whether it makes sense to keep talking.