Dan Wagner named to SCBIZ 500 List
October 20, 2026
Dan Wagner, CEO and Founder of Wagner Wealth Management, has been named to the SCBIZ South Carolina 500 list. The South Carolina 500 is SCBIZ’s list of the Palmetto State’s…
Read MorePosted in: upstatebizsc Category: economic-development, financial-advisors, insurance, on-the-move
Stokes & Company announces addition of Cassell & Hendricks and expansion into Pickens, South Carolina
October 14, 2026
Stokes & Company, CPAs, announced that Cassell & Hendricks, CPA, PA, has been acquired by Stokes & Company, expanding the firm’s presence in the Upstate with a new office in…
Read MorePosted in: upstatebizsc Category: accounting, business-services, financial-advisors, on-the-move
Merrill Lynch Wealth Management – McLeod, Clark & Associates
October 7, 2026With McLeod, Clark & Associates, our mission is to empower our clients with appropriately tailored financial solutions and guidance. We foster long-term relationships built on trust and integrity. We strive…
Read MorePosted in: upstatebizsc Category: financial-advisors
All 3D Wealth Management advisors named among Forbes Best-in-State Financial Security Professionals
October 1, 2026
Each of 3D Wealth Management’s four advisors have been recognized by Forbes as Best-in-State Top Financial Security Professionals. This is particularly relevant because as the economic environment evolves, insurance, annuity…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Medicare 101: Understanding Your Choices & What You Pay — Clarity hosts complimentary seminars
September 30, 2026
Choosing Medicare coverage isn’t simply a healthcare decision. Premiums, prescriptions, provider access and out-of-pocket costs can all affect a retirement budget—and some financial decisions made in retirement can influence what…
Read MorePosted in: upstatebizsc Category: education, financial-advisors, life, on-the-move
Guy Furay receives NAIFA Quality Award for exceptional performance as a financial professional
September 29, 2026
Guy Furay, owner of The Insurance Source, has earned a 2026 NAIFA Quality Award presented by the National Association of Insurance and Financial Advisors. The NAIFA Quality Award is presented…
Read MorePosted in: golden-strip-news, upstatebizsc Category: financial-advisors, on-the-move
NHE’s Morrow named to SCBIZ Emerging Leader list
September 27, 2026Joel Morrow, the Director of Affordable Property Management at NHE, has been honored as an Emerging Leader by SCBIZ. Previously known as Forty Under 40, SCBIZ’s Emerging Leaders Under 40…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Investa Financial Planning puts down roots in Greenville, bringing national experience and a more personal approach to financial advice
September 22, 2026
Founder Andrew Kessler, CFP®, launches a Greenville-based practice designed around relationships, accessibility, and helping people navigate life’s biggest financial decisions For the thousands of people making Greenville their new home,…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Clay Koch named to Emerging Leader list
September 21, 2026
Clay Koch, a wealth manager with Wagner Wealth Management, was recently honored as one of the leading young professionals in South Carolina. Previously known as Forty Under 40, SCBIZ’s Emerging…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
The Five Years Before Retirement Could Be Your Most Important
August 12, 2026
Clarity Financial Solutions Invites Upstate Community to Educational Seminar For many Americans, retirement planning has been a decades-long journey of saving and investing. But according to Clarity Financial Solutions, the…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Greenville Housing Fund adds new Vice President of Finance & Operations
August 11, 2026
The Greenville Housing Fund has added Jason Hill as its Vice President of Finance & Operations, where he will lead the organization’s financial management, operational strategy, and administrative functions. Prior…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move, residential-real-estate
Clarity Financial Solutions helps women plan for long-term care with innovative planning technology
August 6, 2026
By Amanda Stilwell Founder and Senior Wealth Advisor Clarity Financial Solutions Women are often the caregivers in their families, helping aging parents, spouses and loved ones navigate long-term care decisions.…
Read MorePosted in: upstatebizsc Category: advice, 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
Required Minimum Distributions
June 14, 2026
By Clay Koch, Wealth Advisor, Wagner Wealth Management For investors entering their 70s, the focus shifts from making contributions to tax-deferred retirement accounts to taking mandatory withdrawals from them. That’s…
Read MorePosted in: upstatebizsc Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
Clarity Financial Solutions welcomes Andrew Martin as Client Advocate & Retirement Professional
June 13, 2026
Clarity Financial Solutions announced the addition of Andrew Martin as Client Advocate & Retirement Professional, strengthening the firm’s commitment to helping individuals and families navigate retirement decisions with confidence. A…
Read MorePosted in: upstatebizsc Category: business-services, financial-advisors, on-the-move
Wagner Wealth Management’s Osgood named to SCBIZ’s Top 100 Women
June 9, 2026
Jennifer Osgood, President of Wagner Wealth Management, has been named to SCBIZ’s Top 100 Women list. A Clemson graduate, Osgood began her career with Wagner Wealth in 2007 as a…
Read MorePosted in: upstatebizsc Category: business-services, financial-advisors, on-the-move
10X Digital announces new client Clarity Financial Solutions
May 20, 2026
10X Digital, a leading digital marketing and public relations agency announced a new partnership with Greenville-based Clarity Financial Solutions, a trusted financial services firm dedicated to helping individuals and families…
Read MorePosted in: upstatebizsc Category: business-services, financial-advisors, marketing-and-communications, on-the-move
Justin Draplin of Fortified Solar named Entrepreneur Of The Year® 2026 Southeast finalist by EY US
May 12, 2026
Justin Draplin, CEO of Fortified Solar LLC, has been named a finalist for the Entrepreneur Of The Year 2026 Southeast Award by Ernst & Young LLP (EY US). Now in…
Read MorePosted in: upstatebizsc Category: energy, entrepreneurship, financial-advisors, local-industry, on-the-move
Ben Clauss and Craigen Schoen recognized by Forbes
April 14, 2026
Two Greenville based Raymond James affiliated financial advisors, Ben Clauss, CFA®, and Craigen Schoen, CFP®, have been named to Forbes’ 2026 Best In State Wealth Advisors list, an honor recognizing…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Stokes & Company, joins CPAmerica, strengthening resources for businesses across the Upstate
March 31, 2026
Stokes & Company, CPAs announced that the firm has been accepted as a member of CPAmerica, one of the nation’s leading associations of independent CPA firms. This partnership connects Stokes…
Read MorePosted in: upstatebizsc Category: accounting, banking-and-finance, financial-advisors, local-industry, 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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wagner Wealth wins statewide awards
December 9, 2024
Wagner Wealth Management was honored with three SC Best in Business Awards this week. After nominations and a round of voting by the public, the firm received two Gold Awards…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
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
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
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
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
Greenwood Capital
July 22, 2024
Greenwood Capital is a premier wealth management and asset management firm headquartered in South Carolina. The company serves families, financial advisors, and institutional investors such as foundations and endowments, by…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors
Nine college students join Northwestern Mutual summer internship program
July 14, 2024
Northwestern Mutual, a leading financial services firm, selected nine college students to participate in the company’s nationally recognized summer internship program to work in its Upstate SC offices and gain…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
