G3 Wealth Advisors announces that Drew Stevens has again been recognized on the 2026 Forbes | SHOOK “Best-in-State” lists
August 26, 2026
G3 Wealth Advisors announced that Drew Stevens has again been recognized on the 2026 Forbes | SHOOK “Best-in-State” lists. Specifically, the “Next-Generation Wealth Advisors” list, the “Best-in-State Financial Security Professionals”…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, insurance, local-industry, on-the-move
Anchor Investment Management, LLC announces leadership promotions
August 21, 2026
Anchor Investment Management, LLC, a Columbia-based wealth management firm, has announced three leadership promotions as the firm marks 25 years of serving clients. Laura Culler has been promoted to chief…
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Ellison Kibler advisors named to Forbes | Shook “Best-in-State Next-Gen Wealth Advisors” 2026 list
August 20, 2026
Ellison Kibler announced that two of its advisors have been recognized on the 2026 Forbes | SHOOK “Best-in-State Next-Generation Wealth Advisors” list, published on August 11, 2026, and based on…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
InVestra celebrates Stephanie Vokral’s appointment to Central Carolina Community Foundation Board of Trustees
August 18, 2026
InVestra announced that Stephanie Vokral, South Carolina Lead Advisor, has been appointed to serve on the Central Carolina Community Foundation’s Fiscal Year 2027 Board of Trustees. Stephanie’s appointment reflects her…
Read MorePosted in: midlandsbiz Category: financial-advisors, on-the-move
Emily Tarney receives Certified Private Wealth Advisor® designation
August 10, 2026
Morgan Stanley announced that Emily Tarney, a Financial Advisor for The McFadden Group at Morgan Stanley’s Wealth Management office in Columbia, recently earned the Certified Private Wealth Advisor® designation. The…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
Wagner Wealth Management named Best Investment Firm in the Upstate for fourth consecutive year
August 5, 2026
Wagner Wealth Management has been named the Best Investment Firm in the Upstate for the fourth consecutive year in The Greenville News’ Best of the Upstate Official Community’s Choice awards.…
Read MorePosted in: midlandsbiz, upstatebizsc Category: financial-advisors, on-the-move
Central Carolina Community Foundation welcomes six additional leaders to Board of Trustees
July 22, 2026
Central Carolina Community Foundation welcomes six new members to its Board of Trustees for Fiscal Year 2027. Representing education, business, healthcare, finance, and philanthropy, these respected community leaders will help…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, education, financial-advisors, health-wellness, health-care, local-industry, marketing-and-communications, non-profit, on-the-move, philanthropy, the-arts
Anchor Impact Fund opens second grant cycle to support families and communities across the Midlands
July 20, 2026
Anchor Investment Management, LLC, a comprehensive wealth management firm based in Columbia, South Carolina, is now accepting applications for the second grant cycle of the Anchor Impact Fund, a charitable…
Read MorePosted in: midlandsbiz Category: financial-advisors, on-the-move, philanthropy
Three Midlands nonprofits receive funding through Anchor Investment Management’s new community giving initiative
June 11, 2026As Anchor Investment Management, LLC celebrates 25 years of helping individuals and families build strong financial futures, the Columbia-based wealth management firm is investing in another kind of future: the…
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Hobbs Group Advisors again named to USA TODAY list of top firms
June 1, 2026
Hobbs Group Advisors is listed as a top firm in South Carolina in the latest update of the USA TODAY and Statista annual list of “Best Financial Advisory Firms.” Hobbs…
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Ellison Kibler ranked #18 nationwide on the Barron’s “Top 250 Private Wealth Management Teams” 2026 list
May 18, 2026
Ellison Kibler announced that the firm has been ranked #18 in the nation on the Barron’s “Top 250 Private Wealth Management Teams” 2026 list, published on May 8, 2026. Rankings…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
Ellison Kibler advisors named to the Forbes America’s Top Wealth Advisors, Best-in-State Wealth Advisors 2026 lists
April 15, 2026Several Ellison Kibler financial advisors were recognized on the Forbes “America’s Top Wealth Advisors” 2026 list (Published on April 7, 2026. Rankings based on data as of June 30, 2025.)*…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
Ronnie Dennis, Ellison Kibler named #2 in SC on 2026 Barron’s Top 1,500 Financial Advisors list
April 2, 2026
Ronnie Dennis ranked #2 in South Carolina on the Barron’s “Top 1,500 Financial Advisors” 2026 list. Published on March 20, 2026. Rankings based on data as of September 30, 2025.*…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
Rick Migliore, Ellison Kibler named #1 in SC on 2026 Barron’s Top 1,500 Financial Advisors List
March 30, 2026
Rick Migliore ranked #1 in South Carolina on the Barron’s “Top 1,500 Financial Advisors” 2026 list. (Published on March 20, 2026. Rankings based on data as of September 30, 2025.)…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
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…
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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…
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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
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
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…
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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…
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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
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
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
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
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…
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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
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
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
Dyadic Financial Managemnet, llc
October 31, 2024
At Dyadic Financial Management, we believe your time is your most precious asset. Our mission is to elevate your wealth journey while giving you back hours for your passions. We…
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Abacus Planning Group celebrates another Certified Financial Planner Professional
October 16, 2024
Abacus Planning Group, Inc. announced that Carolyn A. Stewart has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the rigorous experience and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
CPA Firm Bauknight Pietras & Stormer adds Jay Brietz to leadership team
October 9, 2024
Bauknight Pietras & Stormer, P.A., (BPS) announced that Robert James “Jay” Brietz, Jr., CPA, CIA has been named a principal. BPS is one of the premier public accounting and consulting…
Read MorePosted in: midlandsbiz Category: accounting, financial-advisors, hi-tech-information-tech, it-services, on-the-move, technology
Abacus Planning Group Advisor, William Jeter, elected as President for the Central South Carolina Habitat for Humanity Board
September 11, 2024
Abacus Planning Group announces the election of William Jeter CFA, CAIA, CFP® to President of the Board for the Central South Carolina Habitat for Humanity. William was elected to the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, non-profit, on-the-move
LPL and Raymond James now offer Inspire Investing’s Fidelis ETF
August 14, 2024
Inspire Fidelis Multi-Factor ETF (NYSE: FDLS), whose mandate is to replicate the faith and factor-based Fidelis 100 Index, is now available through LPL and Raymond James custody platforms, in addition…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
Financial Planning Association of South Carolina to host Annual Symposium on October 1 in Columbia
August 13, 2024
The Financial Planning Association (FPA) of South Carolina is excited to announce its Annual Symposium, taking place on October 1, 2024, at the Columbia Metropolitan Convention Center. This premier event…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, law, on-the-move
Alexandra Chastain of Abacus Planning Group earns Family Business Advising Certificate
July 29, 2024
Alexandra (Alex) Chastain of Abacus Planning Group earned the Certificate in Family Business Advising (CFBA) from the Family Firm Institute’s Global Education Network (FFI GEN). The Global Education Network is…
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The Cooperative Ministry has new board chair
July 22, 2024
Stephanie Yandle, Customer Experience Manager, Research & Information, at BlueCross BlueShield of South Carolina, has been elected as the 2024-2026 chair of The Cooperative Ministry’s board of directors. The board…
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Abacus Planning Group welcomes Michael Holt to its Financial Planning Team
July 22, 2024
Abacus Planning Group welcomed Michael Holt to its financial planning team as a Support Advisor. As a member of the financial planning team, Michael works closely with senior advisors to…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
