We are Moving! 
On January 5th, 2026 we will be in our new space at 850 S. Pleasantburg Dr, Suite 101, Greenville, SC 29607

HOLIDAY SCHEDULE

 

CLOSED: December 24th and December 25th

December 31st to January 1st

January 2nd – MOVING DAY!

Fiduciary Guidance for
Investors & Plan Sponsors

Individuals

Personalized investment and planning guidance focused on your peace of mind

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Institutions

Boutique ERISA plan oversight designed around your unique goals

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Latest News & Insights

Articles

MORE NEWS
“It’s not your salary that makes you rich, it’s your spending habits.”
– Charles A. Jaffe
“Do not save what is left after spending, but spend what is left after saving.”
– Warren Buffett
“Budgeting: because adulting without a plan is just winging it with consequences.”
– Unknown
"Planning is bringing the future into the present so you can do something about it now.”
– Alan Lakein
“Money can’t buy happiness, but it can buy ice cream—which is kind of the same thing”
– Unknown

Why Choose Us

WE ARE FIDUCIARIES! That means we work for our clients and their best interest. Did you know not all Financial Professionals are held to the same standard? In fact only about 25% are Fiduciaries.

Our approach begins with getting to know you and your goals. No sales pitches. No pressure.

Chip discusses his “WHY” in this short video.

Get In Touch

We would love to hear what is on your mind.

Meet Our Team

Chip

Founder & President

Jamie

VP & Chief Investment Strategist

Sheryl

Director of Operations

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