Find Help · South Carolina
Verified financial advisors in
South Carolina.
Financial Advisors serving South Carolina. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What South Carolina law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in South Carolina so far: 41 financial advisors, 13 hospice & palliative care, 5 funeral homes, 2 grief counselors.
Every figure here comes from MORTL's South Carolina guide, which cites the statute or the state agency behind it. Read the South Carolina guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in South Carolina is the order to work in. It's free and it always will be.
360 Financial Partners, LLC
South Carolina financial advisory firm offering retirement, investment, estate, insurance, tax, and money and lifestyle planning resources in the Mount Pleasant area.
Abacus Planning Group, Inc.
South Carolina financial advisor offering wealth planning, investment management, family business advising, and foundation and endowment services in the Columbia area.
Advisor.Com
South Carolina financial advisor offering tax filing services, holistic financial planning, investing, and estate planning resources, including guides on life events, in the Charleston area.
Anchor Investment Management
South Carolina financial advisor offering financial planning and portfolio management services for individuals and small businesses in the Columbia area.
Anderson Griggs Investments
South Carolina financial advisor offering investment management and trust management services for individuals and families in the Rock Hill area.
Apollon Financial, LLC
South Carolina financial advisory firm offering financial planning, wealth management, and estate planning services, including investment research and portfolio management, in the Mount Pleasant area.
Bca Private Wealth, Inc.
South Carolina financial advisory firm offering wealth management, retirement income planning, high-net-worth planning, and business owner planning services, including tax planning and risk management, in the Greenville area.
Blue Granite Capital, LLC
South Carolina investment management firm offering investment philosophy, core strategy, investment process, and client reporting services in the Charleston area.
Burkett Financial Services, LLC
South Carolina financial advisory firm offering investment, insurance, education, estate, retirement, and income tax planning services in the Rock Hill area.
Capasso Planning Partners LLC
South Carolina financial advisor offering portfolio management, retirement planning, asset protection, risk management, estate planning, and tax planning services, including fee-only advisory services, in the Charleston area.
Carolina Wealth Advisors
South Carolina financial advisory firm offering financial planning for individuals and businesses, including investment advisory and business planning services, in the Myrtle Beach area.
Charleston Financial Advisors, LLC
South Carolina financial advisory firm offering fee-only financial planning and investment management services, including retirement planning and wealth preservation, in the Charleston area.
Coastal Wealth Advisors, LLC
South Carolina financial advisor offering personal financial planning and wealth management services in the Johns Island area.
Core Advisory Group
South Carolina registered investment advisor firm offering investment advice and securities services in the Rock Hill area.
Curran Financial Partners, LLC
South Carolina financial advisory firm offering retirement planning, tax preparation, and estate planning services, including investment and insurance strategies, in the Daniel Island area.
Family Legacy, Inc.
South Carolina financial advisory firm offering accumulation planning, retirement planning, multi-generational and estate planning, business planning, and investment management services, including planning support for different life stages, in the Greenville area.
Foster Victor
South Carolina wealth firm offering financial planning services for families, entrepreneurs, and professionals in the Greenville area.
Global View Investment Advisors, LLC
South Carolina financial advisory firm offering comprehensive financial planning, retirement planning, portfolio management, and tax and estate planning coordination, including fee-only fiduciary services, in the Greenville area.
Goepper Burkhardt LLC
South Carolina financial advisor offering investment planning, retirement income and spending planning, and estate and legacy planning, including fee-only fiduciary wealth management, in the Greenville area.
Greenwood Capital Associates, LLC
South Carolina wealth and asset management firm offering financial planning, investment management, retirement, and corporate solutions services, including offerings for individuals, families, and institutional investors, in the Greenwood area.
Hardin Capital Partners, LLC
South Carolina financial advisory firm offering retirement planning and investment strategy services in the Greenville area.
Hilton Head Capital Partners, LLC
South Carolina financial advisory firm offering estate planning, retirement planning, asset protection, and investment portfolio management services in the Hilton Head Island area.
Hobbs Group Advisors LLC
South Carolina financial advisory firm offering financial planning, wealth management, business retirement plans, and institutional asset management, including tax-focused planning coordinated with CPAs and legal advisors, in the Columbia area.
Idle Hill Advisors LLC
South Carolina financial advisory firm offering tax preparation, investment management, insurance planning, estate planning and legal services, and business coaching, including coordinated retirement and wealth planning for clients with $500,000 or more in investable assets, in the Greenville area.
Jackson Financial Services, LLC
South Carolina financial advisory firm offering wealth management, retirement planning, and investment advisory services, including consultations focused on medical and dental professionals, in the Mt. Pleasant area.
Match Grade Advisors
South Carolina financial advisory firm offering financial planning, retirement planning, and company retirement plan management for corporations and individuals in the Greenville area.
Metis Wealth Management & Planning LLC
South Carolina financial advisor offering retirement planning services in the Bluffton area.
Morris Financial Concepts, Inc.
South Carolina financial advisory firm offering financial planning, investment management, and tax strategy services in the Mount Pleasant area.
Mtm Investment Management, LLC
South Carolina investment management firm offering wealth management for families, corporate retirement plans, endowments and foundations, family offices, and non-profits, in the Spartanburg area.
Norris Financial Group, LLC
South Carolina financial advisory firm offering financial planning, portfolio management, retirement, and insurance services, including comprehensive planning and investment advisory services, in the Greenville area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
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Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →