Financial Advice as Individual as You

At Charleston Financial Advisors, we understand your financial planning and investment needs are unique. You have worked hard to reach the level of success you enjoy today and generally lack the time, resources or energy to manage your financial plan and investment portfolio. 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, building a substantial nest egg, or transitioning into retirement, we will help you create a plan appropriate for you and your financial goals.

We serve you, your family, and your future

We have learned over the years that our clients have several qualities in common. They are hardworking individuals who have accumulated their assets through responsible saving. They set realistic goals and are willing to adjust short-term behaviors in order to achieve them. They are happy to delegate to our team. And most importantly, they are just delightful people to work with!

Do any of the following describe you and your circumstances?

You are looking for a holistic approach to your financial planning and investment management. You are ready to delegate to a professional freeing up time to enjoy life.
You are looking forward to retirement in the near future. You have saved $500,000 or more and want in-depth financial planning and on-going investment management services.
You have recently retired and want to preserve your wealth through careful planning. You have accumulated over $1,000,000 and want to pull your assets together in an efficient manner. Through financial planning, you want to understand how your assets can help support you throughout your retirement years.
You are early in your career and beginning to save aggressively. You want to be proactive with the money you are earning and have a well thought out plan for saving for near-term and future goals.
You have inherited funds and want to make the best possible decisions with what to do with the money
You find yourself suddenly single - either from being widowed or divorced.
You want to plan for the next generation.

How We Are Different

Fee-Only
Charleston Financial Advisors, LLC has been fee-only since 1986. That means our only compensation is from the client. We earn no commissions for selling products or services. This aligns our interest with the client’s.
Comprehensive Financial Planning
We look at your financial picture as a whole, not just parts. This ensures a recommendation or action taken concerning one aspect of your financial life complements other considerations.
NAPFA-Registered Financial Advisor
NAPFA (National Association of Personal Financial Advisors) is an association of fee-only advisors which members uphold a Fiduciary Oath, a Code of Ethics, and high educational standards.
The Fiduciary Responsibility
As a Fiduciary, we act in good faith and the best interest of the client and must provide written disclosure of any conflicts of interest.
Independence
Charleston Financial Advisors, LLC is not affiliated with or a subsidiary of any other firm. Our recommendations are independent from any third party influence.