Greenville, SC | Winder, GA
Client-Centered Financial Solutions
We provide personalized financial education and hands-on service to address your unique needs and goals. From retirement planning to debt management, our commitment lies in ensuring your financial well-being. Our client-centric approach challenges conventional wisdom, emphasizing your satisfaction and the development of lasting trust.
Our mission revolves around delivering personalized financial guidance and cultivating your financial education. Whether it’s retirement planning or debt management, we are dedicated to your financial welfare. Our client-centric approach challenges conventional wisdom, with a strong focus on your satisfaction and the establishment of enduring trust.
Comprehensive Financial Services.
We approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You’re our priority, and we have built our firm around helping you succeed.
Tax Efficient Investment Strategies
Profit Sharing Plans
Bonds and Common Stock
Educational & Traditional IRAs
ROTH, SEP & Simple IRAs
Treasury Bills & Notes
Disability Income Insurance
Fixed Index Annuities
Compassion. Integrity. Expertise.
Our dedicated financial team consists of experienced professionals deeply committed to your financial success. We leverage our extensive knowledge of the financial landscape to offer strategic guidance, personalized solutions, and unwavering support, making your financial goals our utmost priority.
Amanda McHugh Stilwell
Founder & Senior Financial Advisor
Director of Operations
Customer Service Specialist
Advisory Operations Coordinator
Resources for Financial Clarity
A strong financial future begins with a solid foundation. Our educational content and resources are designed to help you build the knowledge and skills required to make informed financial decisions.
December marks the end of the calendar year, of course, but it’s also a time when many people are taking stock of the past 12 …
As the year draws to a close – and holiday spending reaches its peak – it’s an opportune time to focus on year-end tax planning …
When you think about your financial well-being, do you think strictly about numbers on a balance sheet? In fact, it’s so much more …
READ OUR LATEST GUIDE
What to Consider in Your Charitable Giving Plan
Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.