Best Financial Advisors in Greenville

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.9/5.0
Average Rating

Greenville Financial Landscape

Greenville's economy is diverse, with a focus on manufacturing, healthcare, and technology. The city has seen steady growth, attracting new businesses and residents.

Major industries
Manufacturing, Healthcare, Technology
Population
61.4K (metro: 613.9K)
Median household income
$56,000
Unique needs
Greenville requires tailored financial services to support its growing population and diverse economy.
Market Insights
Economic Growth
According to BEA (2023), Greenville's GDP growth rate stands at 3.5%, driven by manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median household income in Greenville is $56,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Greenville are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Greenville is 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), home values in Greenville have increased by 8% over the past year, indicating a competitive housing market.
Business Environment
According to Fortune (2024), Greenville's business climate is favorable, with low taxes and incentives for startups and established companies.

Top 5 Financial Advisors in Greenville

NorthStar Financial & Retirement Planning, LLC
★ ★ ★ ★ ★ 5
Foster Victor Wealth Advisors
★ ★ ★ ★ ★ 5
Sovereign Private Wealth
★ ★ ★ ★ ★ 5
Family Legacy, Inc.
★ ★ ★ ★ ★ 5
Blue Trust | Greenville Financial Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Greenville, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Greenville-Specific Expertise
For Greenville residents working in Manufacturing, Healthcare, Technology, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Greenville's tech growth demands diversification to mitigate risks. Real estate prices are rising, indicating potential bubbles. Be aware of flooding and economic shifts.

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Find Financial Advisors in Nearby Cities

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