City of Columbia launches public engagement phase for Congaree Riverfront District Project
March 16, 2026
The City of Columbia is inviting residents to shape the future of its riverfront as the Congaree Riverfront District Project enters its first phase of community engagement. Following City Council’s…
Read MorePosted in: midlandsbiz Category: financial-advisors, on-the-move
Smart Tax-Filing Strategies Every High Earner Should Review This Year
March 3, 2026
For high-income households, tax season is rarely just about filing forms on time. It’s an opportunity to align income, investments, charitable goals, and long-term wealth planning in a way that…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Angela Gravley joins Wagner Wealth Management
February 23, 2026
Angela Gravley has joined the Wagner Wealth Management team as Director of Accounting. Gravley joined the Wagner Wealth Management team in 2026 with over twenty years of experience in specialized…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Anchor Investment Management, LLC marks 25 years by launching the Anchor Impact Fund to support nonprofits across the Midlands
February 19, 2026
New charitable fund will support health, education, families and community organizations Marking its 25th anniversary, Anchor Investment Management, LLC, a comprehensive wealth management firm based in Columbia, South Carolina, is…
Read MorePosted in: midlandsbiz Category: entrepreneurship, financial-advisors, non-profit, on-the-move
Ellison Kibler at Merrill Lynch
February 17, 2026
Ellison Kibler was formed in 1983 with the goal of providing a superior wealth management experience and unsurpassed client service to affluent families, corporations, endowments and foundations. From our offices…
Read MorePosted in: midlandsbiz Category: financial-advisors
Jessica Miles ranked #10 in South Carolina on the Forbes “Top Women Wealth Advisors Best-in-State” 2026 list
February 10, 2026
Jessica Miles ranked #10 in South Carolina on the Forbes “Top Women Wealth Advisors Best-in-State” 2026 list. Published on February 4, 2026. Rankings based on data as of June 30,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
Credit Union Day at State House Highlights Importance of Expanding Financial Choice for Public Entities
February 9, 2026
Event Connects Lawmakers with Credit Union Leaders Serving More Than 1.7 million South Carolinians South Carolina credit unions hosted their first-ever Credit Union Day at the State House, providing legislators…
Read MorePosted in: laurenscountybuzz Category: financial-advisors, government, on-the-move
Local assisted living provider launches new networking and support groups
January 31, 2026
The Landings of Georgetown and the Crossings of Georgetown are excited to announce the creation of two new groups designed to help caretakers and businesses that specialize in helping senior…
Read MorePosted in: georgetown-sc-gazette Category: advice, banking-and-finance, churches, financial-advisors, health-wellness, health-care, insurance, on-the-move
Cykoski Ventures, LLC
January 30, 2026Cykoski Ventures provides fractional CFO consulting services to small and mid-sized businesses seeking stronger financial structure, clearer insight, and improved performance. As organizations grow, financial operations often lag behind sales…
Read MorePosted in: georgetown-sc-gazette Category: financial-advisors
Rebecca Kincaid of Kincaid Retirement & Wealth Management inducted into Advisors Excel Hall of Fame
January 30, 2026
Rebecca Kincaid, Founder and CEO of Kincaid Retirement & Wealth Management, has been inducted into the Advisors Excel Hall of Fame, a prestigious honor recognizing top-performing financial professionals within the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, local-industry, on-the-move
Junior Achievement volunteer opportunity: Budget simulator experience at Andrews and Waccamaw High Schools
January 26, 2026
Junior Achievement of South Carolina is seeking volunteers in the Georgetown County area to support its JA Finance Park Mobile program. This initiative is a budgeting simulation designed for high…
Read MorePosted in: georgetown-sc-gazette Category: accounting, banking-and-finance, education, entrepreneurship, financial-advisors, non-profit, on-the-move, teens-and-young-adult
Plan for Four Retirements Rather Than One
January 23, 2026
By Jennifer Osgood President Wagner Wealth Management For many Americans, especially those entering retirement with substantial assets, retirement is not a single event but a multi-decade journey that evolves over…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Anchor Investment Management’s investment associate, Robert Norman, earns CERTIFIED FINANCIAL PLANNER® certification
January 14, 2026
Anchor Investment Management, LLC, a leading asset management firm based in Columbia, South Carolina, announced that Robert Norman, investment associate, has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification—one of the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, georgetown-sc-gazette Category: accounting, business-services, financial-advisors, on-the-move
Ellison Kibler ranked #1 in SC by Forbes on 2026 “Best-In-State Wealth Management Teams” list
January 13, 2026
Ellison Kibler ranked #1 in South Carolina on the Forbes “Best-in-State Wealth Management Teams” 2026 list. Published on January 7, 2026. Rankings based on data as of March 31 2025.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
Raymond James welcomes James McNally
January 8, 2026
James McNally, Senior Vice President, Investments, recently joined Raymond James & Associates (RJA) at 112 Haywood Rd in Greenville. “I am excited to welcome James to the Raymond James team,”…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Capital City Financial Partners
December 19, 2025
At Capital City Financial Partners, we believe everyone should be able to live the retirement they’ve always wanted. Our team of financial service representatives, CPAs, CFPs and estate planning advisors…
Read MorePosted in: midlandsbiz Category: financial-advisors
Michelle Cumbie joins Signature Wealth’s Pawleys Island team
December 18, 2025
Signature Wealth Group announced that Michelle Cumbie has joined its growing Pawleys Island office as a Senior Wealth Advisor, adding another experienced planner to the firm’s coastal team. Cumbie brings…
Read MorePosted in: lowcountrybizsc, georgetown-sc-gazette Category: financial-advisors, on-the-move
Wagner Wealth earns Greenville’s Best distinction
December 16, 2025
For the third year in a row, readers of the Post and Courier have named Wagner Wealth Management Greenville’s Best Financial Planner in the Post and Courier Greenville’s Readers’ Choice…
Read MorePosted in: midlandsbiz, upstatebizsc Category: financial-advisors, on-the-move
Hammock Wealth Management
December 5, 2025
Since entering the financial services industry in 2006, Ellis has focused on helping individuals, families and small businesses pursue their financial goals through a comprehensive planning process. Prior to this…
Read MorePosted in: georgetown-sc-gazette Category: financial-advisors
Ezekiel Ministries recognized as a “2025 Angel” Charity by South Carolina Secretary of State
December 4, 2025
Ezekiel Ministries has been named a 2025 Angel Charity by South Carolina Secretary of State Mark Hammond, earning one of the state’s top distinctions, now in its 26th year. The…
Read MorePosted in: midlandsbiz Category: churches, financial-advisors, government, non-profit, on-the-move, philanthropy
New ABC Series Your Retirement, Your Rules with Rebecca Kincaid empowering viewers to take control of their financial futures to premier November 16
November 18, 2025Rebecca Kincaid, Founder & CEO of Kincaid Retirement & Wealth Management in Greenville, South Carolina, and author of No One Owes You Anything, is making her television debut with the…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Ellison Kibler team ranked No. 4 nationally on Forbes Wealth Management list
November 13, 2025
The Ellison Kibler team has been ranked No. 4 in the nation on Forbes’ 2025 “America’s Top Wealth Management Teams High Net Worth” list, the publication announced Wednesday. The rankings…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
Berkeley County mega boat landing scheduled to open May 2026
November 4, 2025
Site spans 15 acres on Lake Moultrie in Moncks Corner Berkeley County’s Mega Boat Landing is set to open May 2026. The site was previously Atkins Boat Landing/Lions Beach, located at…
Read MorePosted in: lowcountrybizsc Category: financial-advisors, on-the-move
UBS hires financial advisor Michael Shain in Greenville
October 20, 2025
UBS Wealth Management announced the hiring of Financial Advisor Michael Shain in Greenville. Michael returns to UBS after a distinguished 33-year career at the firm, before his retirement in February…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Advisor.com, WSJ Buy Side enter strategic business partnership to expand access to financial advice
September 30, 2025
Advisor Network includes Creative Planning, Edelman Financial, Empower, Pure Financial and Vanguard CHARLESTON, SC. & NEW YORK – Advisor.com, the fast-growing platform transforming how individuals discover and receive financial advice,…
Read MorePosted in: lowcountrybizsc Category: financial-advisors, on-the-move
Anchor Investment Management’s senior relationship manager, Brian Blackwelder, earns prestigious IACCP ® compliance designation
September 2, 2025
Anchor Investment Management, LLC, a leading asset management firm based in Columbia, South Carolina, announced that Brian Blackwelder, CFP®, senior relationship manager, has earned the prestigious designation of Investment Adviser…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: financial-advisors, on-the-move
3 year performance and $100M AUM for faith and factor ETF replicating Fidelis 100 Index
August 29, 2025
As of August 26, 2025 Inspire Fidelis Multi Factor ETF (ticker: FDLS), mandated to replicate Wallick Investments, LLC’s Fidelis 100 Index, has over $100M in assets under management and an…
Read MorePosted in: midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, business-services, financial-advisors, on-the-move
Wagner Wealth Management honored for Empowering Women
August 25, 2025
Wagner Wealth Management has earned a SC Biz News Empowering Women Award. This is the firm’s second consecutive win, having also earned this distinction in 2024. Winners were selected by…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
HUB International purchases Midlands-based Clarke & Company Benefits
August 22, 2025
HUB International, a global insurance brokerage and financial services firm, recently announced the purchase of Clarke & Company Benefits. Headquartered in Columbia, this acquisition follows recent Midlands acquisitions of the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, headlines, insurance, on-the-move
Failing to Plan in Family Business Succession: Planning to Fail?
August 15, 2025
By Brittany M. Midgette, CFP® Abacus Anyone who has watched the HBO series Succession has seen the challenges of passing along a family business to the next generation. While most…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
SC trial attorneys launch national firm as Indexed Universal Life insurance schemes soar across the state
August 6, 2025
Founder Robert Rikard has recovered tens of millions for clients misled by “tax-free retirement” and investment-based insurance schemes surrounding Indexed Universal Life products. South Carolina trial attorneys Robert Rikard and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: business-services, financial-advisors, insurance, law, marketing-and-communications, on-the-move
Lizzie Madden joins Hobbs Group Advisors as client services associate
July 24, 2025
Elizabeth Madden, a recent graduate of Converse University, has joined Hobbs Group Advisors as a client services associate. Hobbs Group Advisors, LLC, a financial planning and wealth management firm, is…
Read MorePosted in: midlandsbiz Category: financial-advisors, on-the-move
3D Wealth Management Partners combine 60+ years of experience to guide clients to long term financial security
July 17, 2025
New ensemble within the Greenville office of Northwestern Mutual focuses on optimizing asset growth through a diversified approach 3D Wealth Management is committed to serving a growing portfolio of almost…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Wallick Investments, LLC
July 16, 2025
June 2025 marked the 20th anniversary for Wallick Investments, an SEC registered firm offering both investment advisory and portfolio management services focused on strategic moral investing— a faith and factor-based…
Read MorePosted in: midlandsbiz Category: financial-advisors
Ellison Kibler named as one of nation’s top DC Advisor Teams
July 2, 2025Ellison Kibler has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, local-industry, on-the-move
Abacus Planning Group celebrates 18th CFP® professional as Anne Serrano earns certification
June 9, 2025
Abacus Planning Group, Inc., a fiduciary financial planning firm serving multigenerational families, announces that Anne Serrano has successfully all requirements to earn the Certified Financial Planner® (CFP®) certification. With this…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Ellison Kibler receives national recognition as a Barron’s Top 250 Private Wealth Management Team
June 2, 2025
Ellison Kibler, a prominent private wealth management team based in Columbia, SC, has earned national recognition, being named to the prestigious Barron’s Top 250 Private Wealth Management Teams list for…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, local-industry, on-the-move
Colonial Trust Company
May 19, 2025
Colonial Trust Company has provided wealth management and fiduciary services across South Carolina for over a century. Our privately-owned firm delivers high-quality, comprehensive services to individuals, families, and institutions. We…
Read MorePosted in: midlandsbiz Category: financial-advisors
Lima One Capital hires Greg Larsen as Senior Director of Underwriting
April 30, 2025
Lima One Capital, the nation’s premier lender for real estate investors, has hired mortgage credit industry leader Greg Larsen as its new Senior Director of Underwriting. Larsen will lead Lima…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Ben Clauss and Craigen Schoen named to Forbes’ 2025 list of Best-In-State Wealth Advisors
April 23, 2025
Two local Raymond James-affiliated financial advisors, Ben Clauss, CFA®, and Craigen Schoen, CFP®, were recently named to the 2025 Forbes list of Best-In-State Wealth Advisors. “It’s a pleasure to once…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Abacus Planning Group Advisor, Ann Beckwith, appointed to the Board of Directors for Sistercare
April 8, 2025
Abacus Planning Group proudly announces the appointment of Ann Beckwith, CFP® to the board of directors of Sistercare. Sistercare’s philosophy is to empower survivors of domestic violence and their children…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, non-profit, on-the-move, philanthropy
Wallick Investments celebrates 10-year partnership with Wade Stinnette
March 28, 2025
Wallick Investments, LLC celebrated Principal and Senior Portfolio Manager Wade Stinnette’s 10-year anniversary with the firm, and the 3-year anniversary of the firm’s Fidelis 100 Index, with dinner at the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
Exciting March Events at Laurens County Libraries
March 10, 2025
The Laurens County Library System is offering a variety of engaging programs this March, providing opportunities for fun, learning, and community connection for all ages. Trivia Night at the Clinton…
Read MorePosted in: laurenscountybuzz Category: education, entertainment, financial-advisors, on-the-move
Bauknight Pietras & Stormer, P.A. announces new Board Chairman
March 4, 2025
Bauknight Pietras & Stormer, P.A., one of the Southeast’s premier accounting and consulting firms founded in 1991, announced the appointment of Bryan Hudson, CPA, ACI as the Firm’s new Chairman…
Read MorePosted in: midlandsbiz Category: accounting, business-services, employment, financial-advisors, headlines, local-industry, on-the-move
Exciting Programs Coming to Laurens County Libraries in March
February 25, 2025
The Laurens County Public Library System has a lineup of engaging activities for all ages this March, offering a mix of creativity, education, and fun at both the Laurens and…
Read MorePosted in: laurenscountybuzz Category: education, entertainment, financial-advisors, on-the-move, the-arts
Endeavor Coworking Community welcomes new All Access members
February 25, 2025
Endeavor Workspaces announced three new All Access members: Mark Koppelmann, MBA, CFP, CRPS, senior financial advisor of LPL Financial, Andrea Koppelmann, MS, director of client relations of LPL Financial, and…
Read MorePosted in: upstatebizsc Category: accounting, banking-and-finance, business-services, entrepreneurship, financial-advisors, local-industry, marketing-and-communications, on-the-move
Emily Tarney named to Pacesetter’s Club at Morgan Stanley Wealth Management
February 20, 2025
Morgan Stanley (NYSE: MS) today announced that Emily Tarney, CFP®, a Vice President and Financial Advisor in its Wealth Management office in Columbia, SC has been named to the Firm’s…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, insurance, on-the-move
CREW Midlands-SC announces 2025 Board of Directors
February 5, 2025
CREW Midlands-SC announced its 2025 Board of Directors to lead the local chapter of CREW Network, the leading global business network in commercial real estate. Marie Dieckmann, Senior Associate with…
Read MorePosted in: midlandsbiz Category: accounting, architecture, banking-and-finance, business-services, commercial-real-estate, construction, economic-development, engineering, environmental, financial-advisors, law, marketing-and-communications, non-profit, on-the-move, residential-real-estate
The Rast McFadden Wealth Management Group at Morgan Stanley named to Forbes Magazine’s Best-In-State Wealth Management Teams
February 4, 2025Morgan Stanley announced that The Rast McFadden Wealth Management Group based in Columbia, SC has been named to Forbes Magazine’s 2025 list of America’s Best-In-State Wealth Management Teams. Forbes Best-In-State…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
Wagner Wealth Management earns Best Financial Planner honor
January 10, 2025
More than 7,000 people voted in a poll that named Wagner Wealth Management the Best Financial Planner in the Greenville area. This is the second year in a row that…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
