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Ratliff CPA Firm
“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”
Best Financial Advisors in Sumter, SC
24 firms listed · 4 in Sumter · 1 open weekends · 23 rated 4.5+ · 3 show a license
Data verified October 15, 2026
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Daniel Wealth Management
“He spends hours researching information and studying to perfect his craft, yet he is always available for advice, truly cares about each person and works to compose a financial plan best suited to that person's needs.”
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Axis Wealth Planning
“You can feel confident trusting him with his advice and financial guidance.”
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LS Investment Partners - Linda A. Schermerhorn
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Tenet Wealth Management
- Knowledge
- Educated
“JR is so educated and this firm really cares about their clients.”
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Cooper Tax Services
“Jeff has been a fantastic tax professional who has assisted my family and I for over 20 years.”
The 24 firms listed for Sumter, SC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Sumter, SC
Of the 24 firms we list here, 4 are in Sumter itself and 20 come from Columbia (13, 30 mi), Florence (4, 38 mi) and Camden (2, 23 mi). 23 of the firms on this page have a rating, from 4.5 to 5.0 across 116 reviews. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (2), retirement planning (2) and tax services (2). 3 show a license on their websites; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 68 years. 1 offers payment plans and 3 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 20 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Sumter listed here?
4 of the 24 firms are located in Sumter. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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RBH Business Solutions
- Mind
- Financial
- Understand
“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.”
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Armstrong Wealth Management Group
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PAG Advisory Group
- Questions
- Knowledge
- Retirement
“William was attentive in listening carefully allowing me to speak without interrupting, empathetic in his understanding of my situation, supportive in wanting to help in any way possible and very knowledgeable in providing extremely helpful advice al...”
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Milestone Wealth Advisors
- Future
- Educational
- Ira
“They are a team of professionals that make you feel good about your future when it comes to financial planning!”
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E.P. Wayne Financial Group: Ed Peagler
“My husband and I are in a better place financially”
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Jamie Danford, CFP - Accumulus Financial Group
“He is a true professional who works diligently to help his clients reach their financial goals.”
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Pendleton Street Business Advisors
- 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.”
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Crescent Advisory Partners of Raymond James- Jule Eldridge
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Dyadic Financial Management
“Great guy who really cares for his clients and looks out for their interests”
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Oak Capital Management
“He has many certifications and continues his education to further his standard of excellence and expertise.”
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Stidom Financial Advisors
“Truly personal service.”
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AJ Brooker Financial Associates
“I was impressed by their customer service and genuine desire to help their clients succeed.”
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Consolidated Planning
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Gary Roberson DBA Investment House on Forest
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Seastrunk Financial Management
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Davinci Financial Designs
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Michael Oana Retirement Planning Specialist
“His quarterly visits at my home are very special to me as he keeps me informed of my investments..”
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Elizabeth B. Gierhart CPA
“She stays very up to date with current tax laws and goes above and beyond to make sure that you are saving the most money you possibly can while staying fully compliant with the IRS.”
Why these companies made our list
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