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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Carolina Children’s Home gives 2024 scholarships and grants
July 2, 2024Carolina Children’s Home (CCH), a nonprofit that provides financial services and advocacy to children’s initiatives in South Carolina, announced that it is providing a total of $331,500 in scholarship and…
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Abacus Planning Group Advisor, Anne Marie Ashworth, appointed to the Board of Directors for New Horizon Family Health Services
July 1, 2024
Abacus Planning Group announces the appointment of Anne Marie Ashworth, CFP® to the board of directors of New Horizon Family Health Services, Inc. New Horizon Family Health Services has been…
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Northwestern Mutual receives top workplaces award in South Carolina for seven consecutive years
June 3, 2024
Energage, an employee survey firm, named Northwestern Mutual as a Top Workplace in South Carolina for the seventh consecutive year. Northwestern Mutual’s South Carolina offices were ranked fourth out of…
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Hobbs Group Advisors awarded on USA TODAY’s list of the Best Financial Advisory Firms 2024 list
May 28, 2024Hobbs Group Advisors has been awarded on USA TODAY’s list of the Best Financial Advisory Firms 2024. This prestigious award is presented by USA TODAY and Statista Inc., the world-leading…
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Geddings H. Crawford, Jr. joins Vision Wealth Advisors | Raymond James
May 20, 2024
Vision Wealth Advisors, LLC welcomed Geddings H. Crawford, Jr., Senior Vice President, as a Financial Advisor with Raymond James Financial Services, LLC. Geddings, a third-generation financial advisor, takes pride in…
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Vision Wealth Advisors, LLC
May 20, 2024
The complexities of the financial world require sophisticated wealth management and a partner who is as dedicated to pursuing your specific goals as you are. The Vision Wealth Advisors client-focused…
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Provident Business Financial Services named top SBA 504 Lender by the Small Business Administration (SBA) for the seventh consecutive year
April 11, 2024
Provident Business Financial Services, Inc. (Provident), a statewide Certified Development Company and SBA commercial real estate lender, has been named #1 SBA 504 Lender in South Carolina by the U.S.…
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InVestra
February 12, 2024
The world of finance can be complicated. That’s why we utilize a client-centric approach to financial planning and wealth management. We focus on you and the unique set of financial…
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Abacus Planning Group welcomes Lucy James to its Client Service Team
January 29, 2024
Abacus Planning Group welcomes Lucy James to its team as a Client Service Administrator. As a Client Service Administrator, Mrs. James supports the firm’s clients in performing back-office operations. She…
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Abacus Planning Group welcomes Allison Jones to its Client Service Team
January 19, 2024
Abacus Planning Group welcomes Allison Jones to its team as a Client Service Administrator. Allison previously worked in the banking and property management industries and is now responsible for back-office…
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City of Cayce one of six SC local governments to receive Distinguished Budget Presentation Award
January 8, 2024On January 2, at the first Cayce City Council meeting of 2024, the City of Cayce received the Distinguished Budget Presentation Award for Fiscal Year 2023- 2024 and the Certificate…
Read MorePosted in: midlandsbiz Category: accounting, banking-and-finance, financial-advisors, government, on-the-move
Selecting a Credit Card
October 27, 2023
By Carman M. Young, CFP® Credit card companies can be aggressive in marketing their cards and their perks. Who doesn’t want a free trip to Europe? With so many options…
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Abacus Planning Group’s founder, Cheryl R. Holland, CFP ®, inducted into Barron’s Advisor Hall of Fame
October 19, 2023
For the last 10 years, Cheryl Holland has been ranked as a Top 100 Advisor by Barron’s. This impressive feat has earned Ms. Holland a spot in the Barron’s Advisor…
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Four Governance Questions for Endowment Management
September 27, 2023
By Anne Marie Ashworth To create an environment for good governance, endowments should assess whether they have the appropriate models for optimal long-term portfolio management, oversight and management, fiduciary responsibility,…
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Abacus Planning Group Advisor earns IRS Enrolled Agent designation
September 21, 2023
Abacus Planning Group proudly announces that Stephen Maggard, CFP® has met all requirements to become an Enrolled Agent. An Enrolled Agent has earned the privilege of representing taxpayers before the…
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Wagner Wealth Management’s Turlington named to Best and Brightest List
September 7, 2023
Wagner Wealth Management’s Hayden Turlington has been named to Greenville Business Magazine’s Best and Brightest 35 and Under list. This annual list highlights the young professionals who are making a…
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Financial Wellness for your Employees
August 24, 2023
Charles B. Flowers, CFA Employers want highly engaged employees who are focused on their work during business hours. Hopefully, the employees also want to be “all in” while they are…
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Trey Martin earns fourth honor of 2023
August 16, 2023
For Wilkes “Trey” Martin, AIF®, WMS, Managing Director & Senior Vice President of Sage Capital Wealth Management of Raymond James, the year 2023 has truly been one for the record…
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Karlyn Jones of Abacus Planning Group passes Certified Financial Planner (TM) Examination
August 4, 2023
Abacus Planning Group, Inc. proudly announces that Karlyn M. Jones has passed the CFP® examination. The CFP® Certification Examination assesses the candidate’s ability to integrate and apply a broad base…
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Five ways to spend unused 529 plan funds
July 26, 2023
Opening a 529 plan is a fantastic way to save for education for a child. Imagine that you have been saving for your child’s college education since she was a…
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Leasing vs. Buying a Car: Which one is right for you?
June 30, 2023
By Carolyn A. Stewart If you have been in the market for a new (or used) car in the last 2-3 years, you are probably aware that the cost of…
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Jon Robertson of Abacus Planning Group appointed as Trustee of Richland Library
June 5, 2023
Abacus Planning Group proudly announces the appointment of Jon Robertson, CFP® to the Richland Library Board of Trustees. Richland Library is a vibrant, contemporary organization that provides resources and information…
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