A goal without a plan is just a wish.

Palmetto Wealth Advisors is an independent, fee-based financial planning and investment management firm. We offer integrated wealth management and consulting to individuals and businesses seeking the personalized attention that comes from a small, boutique firm.


Palmetto Wealth Advisors provides a disciplined, objective, and cost effective approach to helping our clients achieve their unique financial goals and address challenges that may impede financial strength. Our clients choose us because they are seeking a long-term relationship with a professional coach they can trust for their financial wellbeing. We recognize that enlisting an advisor may be one of the most significant decisions ever made because it involves tough questions and discussions about matters that are both extremely personal and important - so we serve as responsible stewards of your resources and are held to the highest fiduciary standards of care. Most importantly, we listen to our clients so that we fully understand their values and priorities and our guidance is based on a deep understanding and integration of their entire financial picture.


Whether you are exploring financial planning for the first time or you have been working with someone to help you or your business invest, you realize that the financial decisions you make today can impact you and your family for decades to come.


*This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or offer of investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.