Services

Fiduciary Guidance for Investors & Plan Sponsors

What Sets Us Apart

Guidance for Individuals and Institutions

We help people and organizations who want steady, honest financial direction. Our approach is calm, clear, and personal, focused on practical advice that supports real needs and long-term goals.

Personalized investment and planning guidance focused on your peace of mind

Prepare with clear strategies that turn your savings into lasting income.
Investment Guidance
Independent fiduciary advice built around your goals and values.
Life Event Support
Personalized help through career transitions, inheritance planning, divorce, or other pivotal milestones.

Boutique ERISA plan oversight designed around your unique goals

Employer Plan Guidance
Independent 401(k) and pension plan reviews with transparent fiduciary oversight.
Cash Balance Plans
Flexible, tax-efficient retirement solutions designed for key leaders and long-term retention.
Recordkeeper Oversight
Objective evaluation and monitoring of recordkeepers and providers to ensure accuracy, compliance, and alignment with plan goals.
Custom Reporting
Clear, actionable insights that help boards and committees meet fiduciary and regulatory standards.
TESTIMONIALS

What Our Clients Say

Google
Garrett Fuhrman profile picture
Garrett Fuhrman
May 7, 2026
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
These guys were very great and transparent about giving you advice for any financial or investment ideas. Would recommend!
Google
Joshua Hyatt profile picture
Joshua Hyatt
December 18, 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Chip and Jamie were great to work with. They both listened to my goals and gave exceptional guidance. They were very understanding and took plenty of time to get to know me as a person!
Google
Catherine Yamasaki profile picture
Catherine Yamasaki
August 27, 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Chip & Jamie Hunt (father & son) have always greeted us at the door of their office, with a smile and an eagerness to assist us with all our financial needs. Chip (the father) is extremely professional, has a quiet and calming demeanor, and is a wonderful listener. He addresses all of our financial questions and we feel confident with Chip’s vast knowledge of the markets, we are being advised as to what is best for our family’s future. Jamie (the son) is quite proficient on the technical side; (ie: grafts, charts, trends, computer knowledge) and is quite up-to-date on where we need to be to have a comfortable and reliable retirement. Chip and Jamie bring a complete package of knowledge to the table that allows us to feel confident that we are making the best decisions necessary for our future. They are both good people that really care and love their work. We are grateful to have them in our community.
Google
Frank Cozz profile picture
Frank Cozz
August 6, 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Chip & Jamie are highly competent professionals. We chose them over two other very large organizations with similar competence because they offered us solid and practical advice for our multi-national firm. The end result is that we are very comfortable that we have fulfilled our fiduciary obligations, we have made prudent choices for our members and we have streamlined our plan to make it more accessible and attractive to our employees. In short, we can without reservation recommend PrimeTrust Advisors as a top notch advisory firm.
Google
Hal Singley profile picture
Hal Singley
July 18, 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I have worked with PrimeTrust for many years. They serve as my companies investment advisor and we have been so happy with their advice. I also use them for my personal retirement planning and have been so impressed with the detailed plan they prepared. It’s so comforting to know you are on the right path! I highly recommend them
Google
Hannah Jeffries profile picture
Hannah Jeffries
June 13, 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Chip and Jamie are awesome! We've been using them for years and recommend them to everyone we know!
Google
Bobby Godbee profile picture
Bobby Godbee
May 23, 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Chip and Jamie have guided us for over a decade now on our financial planning and retirement. With their help, my wife was able to retire a year early and I was able to retire 6 years early! Highly recommended.
Google
Breean O'Neill profile picture
Breean O'Neill
January 10, 2024
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
If you're looking to plan for your future, my husband and I HIGHLY recommend Prime Trust Advisors. We gained so much knowledge and confidence after working with them and truly believe we are headed in the right direction for our family. Their local, personalized approach made us feel comfortable discussing finances and long-term plans without feeling like we were being "sold" on anything. They've truly helped us in a way that we didn't think was possible!
OUR PEOPLE

Meet Our Team

Chip
Founder & President
Jamie
VP & Chief Investment Strategist
Sheryl
Director of Operations
Get in Touch

Every Plan Begins With a Conversation.

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Greenville Financial Planners

As trusted Greenville financial planners, PrimeTRUST Advisors provides independent fiduciary advice. We serve as your dedicated Greenville SC financial advisors, specializing in retirement readiness, institutional consulting, and navigating complex life events.