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.

About UsContact Us

Financial Planning

Asset Management

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.