Why Charleston Wealth Advisors?

Are you tired of paying high commission fees for conflicted advice?  We are an independent, fee-only investment advisory firm.  We receive no commissions or financial kickbacks.  

You have a financial advisor but have never seen a financial plan.  We use financial plans to quantify your goals, depict current situation and show what steps are necessary to meet your unique goals.  

You wonder why you have to contact your current financial advisor for there to be any communication.  We work with you long after the initial plan is presented through regular meetings and on-call support to help you implement the recommendations. 

Does your current financial advisor push proprietary products?  We offer conflict free advice.  We have no proprietary products to push as “recommendations”. 

You have no idea what or how your current financial advisor gets paid.  We believe in full disclosure and educating our clients.  

We pride ourselves in providing exceptional customer service, objective advice and communicating with our clients.  We believe in providing comprehensive financial advice; not just strictly managing your investments. 

Contact us today for a “no obligation” consultation.