At Lowcountry Financial Group, we strive to inspire true confidence in your financial future. With over 50 years of collective experience, our advisors unite their individual experience to provide a unique and value-added approach to wealth management. From financial planning and investment strategies, to high-level tax planning and preparation and more, we provide solutions that pull together every piece of our clients’ financial puzzle.
Based in Mount Pleasant, South Carolina, we serve clients in Charleston and throughout the country. Whether you’re in the heart of your career, building a business, approaching retirement or are already retired, we are dedicated to helping advance your financial success in all stages of life. Whatever you hope to accomplish, we remain focused on turning your aspirations into your achievements.
We’ll proactively manage your wealth to make the complex simple and customize a financial plan to help you pursue your goals.
We'll help you build a diversified portfolio and proactively manage it to your needs.
We'll work closely with you throughout the year to create innovative and customized plans to minimize your tax liability.
Risk Number® technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics. By taking a 5 minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, which will then help you align your current portfolio with your true investment goals and expectations. This is easily the best technology we use in our practice and it gives our clients an edge in understanding risk.