Welcome to our NorthEnd family – where our mission is to make a difference every day by enriching the lives of clients, so you can sleep well at night, knowing your wealth is well-cared for and your legacy is preserved.

We built our firm in the vibrant city of Greenville, South Carolina; a place we are proud to call home. It’s where our founding partners started in the industry and, most importantly, where we cultivated relationships with our clients.

Our working-class roots have instilled in us the value of hard work and sacrifice. We understand what it takes to earn and grow your wealth, and to live a life you’re proud of. We have diverse backgrounds, which translates to a unique viewpoint for our clients. Our founding partners have weaved their prior experiences as an engineer, attorney, marketer and teacher to deliver a one-of-a-kind experience.

As an independent firm, we work side-by-side with our clients, providing a culture that is supportive, warm and deeply connected to our community. More than an advisor, we're an extension of your family, believing in your vision and creating a plan to make it your reality.