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Welcome to Palmetto Financial Planners

We are an independent, fee-only Registered Investment Advisor firm serving Upstate & Coastal South Carolina.

Our mission is to help you, our client, identify and prioritize your financial goals and aspirations and then translate them into an actionable plan for the future.

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Financial Planning

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Asset Management

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Let's Get Acquainted.

We offer a complimentary “Get Acquainted” meeting to describe our services, and to see if our services are right for you.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Palmetto Financial Planner, a Registered Investment Advisor in the states of South Carolina & Georgia, and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of South Carolina, Georgia or where otherwise legally permitted.