What We Do

Financial Plans as Individual as You Are

At Charleston Financial Advisors, we understand your financial planning and investment needs are unique - you have your own individual goals and objectives.  You need a relationship with a firm that promises to put your interests first; a firm with proven experience and the right professional credentials.

Whether you are just starting to invest or transitioning into retirement, we will help you create a plan appropriate for you and your lifestyle.  We offer a complimentary "Get Acquainted" meeting to determine how to best work together.  Because you are unique, we have developed our services with flexiblity in mind.

Investment Advice not Sales

Charleston Financial Advisors is unique.  Because we are financial planners, your investment strategy is driven by your goals and capacity for risk, not the hottest investment trend.  Think of investing without a plan like going on a trip without a map;  you’ll eventually get there, but not without a few wrong turns. 

Investment Management:  Our disciplined approach to investing supplies consistency and a long-range perspective to the investment process. 

Discover how simple your financial life can be

Typically, we’ll identify strategies within these core areas: 

  • Life Values and Goals
  • Cash Flow Planning
  • Retirement Income Planning
  • Risk Management and Asset Protection
  • Asset Allocation Strategies reflecting your goals
  • Investment Review and Planning
  • Education Planning
  • Tax Planning
  • Estate Tax Planning