20 Years Strong – Thank You to Our Clients
Clarity, Confidence, and Peace of Mind in Retirement.
What Sets Us Apart
- Independent Fiduciary
- Decades of Experience
- Personal Guidance
- Rooted in Community
Financial Planning Built for Life Events.
At PrimeTRUST Advisors, your plan moves with you – through retirement, divorce, an inheritance, or a career change.
We guide you through every life event with care, clarity, and confidence.
Retirement
Planning
-
Create steady income from
savings - Coordinate Social Security and accounts
- Retire with clarity and confidence
Life Event
Support
- Managing money through divorce or loss of a loved one
-
Investing an inheritance
- Advice for rollovers from a job change
Tailored
Solutions
- Investment and savings plans designed around you
-
Practical Risk
Management - Fiduciary advice that puts you first
Employer Plan
Consulting
- Independent 401(k) and pension reviews
- Fiduciary oversight and compliance
- Support for employers and the people they serve
Trusted by individuals and institutions in Greenville and beyond.
Independent fiduciary advice with 20+ years of trusted relationships.
Guiding with Clarity, Teaching with Care
At PrimeTRUST Advisors, our “why” is simple. We have a genuine desire to see you succeed — using our experience and knowledge to help you achieve it. That’s what inspires us. That’s why we serve as fiduciaries, putting your best interest first, always.
"Helping people live with confidence and peace of mind — that’s what matters most.”
Teaching Mindset
Fiduciary advice built around understanding — not selling.
- We help you understand the “why,” not just the numbers.
- We take time to learn what matters most to you.
- We connect financial decisions to your goals and priorities.
- We enable you to make informed choices with confidence.
- We help you see the bigger picture — and the end goal.
Accountability Partner
Goals are easier to reach when you don’t go at them alone. We are your:
- Encourager — Provide motivation when progress feels slow or overwhelming.
- Reality Checker —Offer honest feedback about spending, saving, or investing habits.
- Goal Keeper — Help you set clear financial goals and reminds you of the “why” behind them.
- Progress Tracker — Regularly check in to help you stay on plan with budgeting, saving, or debt payoff.
- Sounding Board — Listen without criticism and help you think through decisions.
- Celebrator of Wins — Recognize and celebrates your milestones, no matter how small.
Common Sense Approach
Strategies built on clear, foundational principles.
- Understandable, practical, not flashy.
- A process that leads to decisions that make sense.
- Avoids unnecessary risk.
- Plans for the downside before it happens
- Focuses on fundamentals, not trends.
Personalized Guidance
Fiduciary advice built around your goals and priorities.
- Partner through every stage of life.
- Support for individuals and institutions.
- Grounded, long-term perspective rooted in trust.
Experienced Advisors
We combine decades of experience with a fiduciary promise. Our work is not about selling products, but about building relationships that last through every life event.
- Independent fiduciary guidance, always in your best interest
- Depth of experience across life stages and business needs
- Clear, actionable plans built to adapt as your life changes
Advice that adapts. Guidance that lasts.
Focused on You
Plans shaped around your priorities, not products.
Built to Evolve
Strategies designed to adapt as your goals and circumstances change.
Experience You Can Count On
Decades of fiduciary experience guiding individuals, families, and institutions.
Who We Serve
We serve people and institutions who are looking for real help, and we do it with an unassuming nature, integrity, and care. That’s why we’ve built something different. We offer grounded, principled advice—not flashy, not loud, but thoughtful and truly personal.
Guidance for Life Events That Shape Your Future
We help you prepare for and navigate life’s most important financial events — from retirement and inheritance to career changes or major decisions. Our role is to bring clarity and confidence to every step so you can move forward with purpose and peace of mind.
Retirement Readiness
Investment Guidance
Life Event Support
Fiduciary Oversight for Organizations and Plan Sponsors
We partner with employers, boards, and retirement plan sponsors to deliver fiduciary strategies that work for both people and performance. Every solution is designed to strengthen confidence, simplify oversight, and uphold your responsibility to those you serve.
Employer Plan Guidance
Cash Balance Plans
Recordkeeper Oversight
Custom Reporting
Meet Our Team
Proud to Be a Ramsey SmartVestor Pro
Every Plan Begins With a Conversation.
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Let’s Start the Conversation
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