Best Financial Advisors in Columbia, SC

The highest-rated Financial Planning & Wealth Management firms out of 278 vetted & reviewed in the Columbia area.

Swype Fast

Swype Fast

(10)
Services, Programs
“Grant came to my office and went through my current processors invoice line by line with me and let me know where I was losing money and how his company could help me not only save money but save me time as well.”
In Business Since 2017
Below Average Price Tag
Coupons & Offers
649b Rosewood Dr, Columbia, SC
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Capital Financial Partners

Capital Financial Partners

(14)
  • Financial Planning
  • Family
“I have known the folks at Capital Financial Partners for many years - and would absolutely recommend them for my property & casualty needs - as well as financial planning.”
In Business Since 2006
Accepts All Major Credit Cards
388 St Andrews Rd, Columbia, SC
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Preservation Specialists

Preservation Specialists

(13)
  • Team
  • Retirement
  • Invest
“We do not know anything about investing our finances, not what to do with the money, not where to put the money or what to do with our 401k and when we should invest so that is why we turned to Preservation Specialists.”
In Business Since 2004
700 Saturn Pkwy, Columbia, SC
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LIG Consultant Group

LIG Consultant Group

(12)
  • Credit
“Just know in the long run you will happy like i am with the service i was provided from the “lig consultant group ,llc” i will be sending more people of credit help you guys way 😎💯🙏🏽 thank you”
In Business Since 2021
Free Initial Consultation
Serving Columbia Area
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Doug Jolley Retiring Sharp

Doug Jolley Retiring Sharp

(17)
  • Feel
  • Insurance
  • Family
“As a small business owner, it is a challenge to find reliable advice about the coverage you need, how to plan effectively for the future and still be able to afford to protect your business and family today.”
In Business Since 2015
Below Average Price Tag
Serving Columbia Area
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RBH Business Solutions

RBH Business Solutions

(20)
  • Small Business
  • Mind
  • Financial
“Elliott has been extremely helpful over the past few years, particularly so since our last accountant was in an accident and left us hi and dry on both fed and state returns.”
In Business Since 2007
10171 Two Notch Rd, Columbia, SC
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The Sturkie Wealth Management Group of Stratos Wealth Partners

The Sturkie Wealth Management Group of Stratos Wealth Partners

(11)
Financial Planner
“The first day I contacted him multiple times with so many questions and he was patient and happy to answer as many of them as possible by phone.”
In Business Since 2018
Below Average Price Tag
Transparent Fees & Pricing
Serving Columbia Area
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Ratliff CPA Firm

Ratliff CPA Firm

(4)
  • Business
“After a full year of this incredible team guiding me and protecting my money I am absolutely amazed that my business grew substantially and yet my tax burden was much less than it was last year”
In Business Since 1957
Licensed, BBB Rating: A+
Average Price Tag
Accepts All Major Credit Cards
Serving Columbia Area
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Gibbs Financial Fitness

Gibbs Financial Fitness

(19)
  • Credit Score
  • Questions
“I have been trying to get my credit score straight for years, trying to do it on my own ( that didn't work) went to someone I seen on tv again that didn't work so I gave up and didn't think it was really possible, until I was told about Gibbs Financ...”
In Business Since 2016
1320 Main St STE 300, Columbia, SC
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TF Wealth Advisors

TF Wealth Advisors

(1)
Financial Planning, Investment Management
“She was patience with me as I lack knowledge in this field and gave me a better picture of my current financial foundation and provided sound strategy on how to reach my financial goals.”
In Business Since 2022
Free Initial Consultation
300 Long Pointe Ln Suite 220-R, Columbia, SC
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Principle Advisory Group

Principle Advisory Group

(8)
“As someone who doesn't know much about planning (financially) for the future, retirement and insurance, I know now what I should be doing to prepare.”
In Business Since 2013
Average Price Tag
14 Office Park Ct, Columbia, SC
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E.P. Wayne Financial Group

E.P. Wayne Financial Group

(2)
Retirement, Lifestyle, Money
“This man knows what he's doing highly recommend him for all of your financial needs!”
In Business Since 2017
17 Calendar Ct Suite 4, Columbia, SC
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Pendleton Street Business Advisors

Pendleton Street Business Advisors

(6)
  • Thorough
  • Team
“Whether you're looking for a thorough breakdown of an opportunity or for a sounding board for a potential path forward, Pendleton Street Business Advisors can provide useful insights.”
In Business Since 2013
1100 Shirley St, Columbia, SC
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Kirkland & King Financial

Kirkland & King Financial

(1)
Smartvestor Pro, Addressing Your Financial Planning Needs, Tell A Friend
“Excellent service, nice people.”
In Business Since 2019
1314 Lincoln St # 303, Columbia, SC
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Prescott Capital Solutions

Prescott Capital Solutions

(1)
“I was reluctant to start building my business credit because it was so hard deciding who to trust.”
In Business Since 2021
Free Initial Consultation
136-4 Forum Dr, Columbia, SC
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Calmwater Advisors

Calmwater Advisors

(2)
“Great advisors, great returns.”
In Business Since 2017
200 Center Point Cir Ste 350, Columbia, SC
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Michael Oana Retirement Planning Specialist

Michael Oana Retirement Planning Specialist

(2)
Financial Planning
“His quarterly visits at my home are very special to me as he keeps me informed of my investments..”
In Business Since 2010
4408 Forest Dr #2001, Columbia, SC
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Limehouse Financial

Limehouse Financial

(4)
Service Area
“Tripp & Jonathan are an excellent team - Excellent listeners and capable of sharing variable options for retirement investments.”
In Business Since 2019
Serving Columbia Area
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Modern Family Asset Management

Modern Family Asset Management

(4)
Financial Planning, Insurance, Medigap Insurance
“He has developed the reputation of an Financial Progessional that truly cares about his clients, and everyone he touches.”
In Business Since 2016
1727 Hampton St UNIT 101, Columbia, SC
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DPO Wealth Management - Dianne Odom CPA

DPO Wealth Management - Dianne Odom CPA

(3)
What We Do
“Dianne and her staff are very friendly, knowledgeable, professional, timely and treat you like family.”
In Business Since 2018
Serving Columbia Area
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Cornerstone Financial Management - the Templeton Group

Cornerstone Financial Management - the Templeton Group

(5)
“I had a number of investment accounts, IRA accounts and a couple accounts for my son and nephew that were not performing very well and I felt I wasn't getting the proper guidance.”
In Business Since 2018
2000 Center Point Rd Suite 2220, Columbia, SC
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Crescent Financial Group

Crescent Financial Group

(3)
401k Planning, Ira Services, Life Insurance Services
“He knows what he's talking about, helps calm you down during market craziness, and makes sure you're prepped up for the LONG TERM.”
In Business Since 2018
Accepts Cash
Below Average Price Tag
Serving Columbia Area
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Blackbridge Financial

Blackbridge Financial

(2)
“I highly recommend them, if you are looking for a financial advisors give them a call.”
In Business Since 2017
Serving Columbia Area
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Retirement Planning and Investment Management Services Estimated Cost in Columbia, SC 2022

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Fair price range based on 216 cost profiles
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Average Cost $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Average range $2080 to $5720 is based on 216 cost profiles.

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