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8 Top Rated
Financial Advisors in South Carolina

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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Richard Van Der Noord

Van Der Noord Financial Advisors, Inc.
CFP®
Richard Van Der Noord, a financial fiduciary has been a Paladin Registry member since 2005. He is the owner of Van Der Noord Financial Advisors, Inc.. Richard holds the Certified Financial Planner certifications and has over 37 years of experience. Richard provides financial services to clients in the Greenville, South Carolina area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Kenneth Moore

Global View Investment Advisors
CFP®
Kenneth Moore, a financial fiduciary has been a Paladin Registry member since 2014. He is the partner in Global View Investment Advisors. Kenneth holds the Certified Financial Planner certifications and has over 19 years of experience. Kenneth provides financial services to clients in the Greenville, South Carolina area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Partner Leads

Edelman Financial Engines
Edelman Financial Engines, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jonathan Polson

Southern Trust Wealth Management
Southern Trust Wealth Management, a financial fiduciary has been a Paladin Registry member since 2016. Jonathan provides financial services to clients in the Greenville, South Carolina area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jonathan Polson

Southern Trust Wealth Management
AIF®
Jonathan Polson, a financial fiduciary has been a Paladin Registry member since 2016. Jonathan holds the Accredited Investment Fiduciary certifications and has over 10 years of experience. Jonathan provides financial services to clients in the Greenville, South Carolina area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael Allison

The Retirement Company, LLC
CASL® ChFC® RICP™
Michael Allison, a financial fiduciary has been a Paladin Registry member since 2017. Michael holds the Chartered Advisor for Senior Living® , Chartered Financial Consultant , Retirement Income Certified Professional certifications and has over 27 years of experience. Michael provides financial services to clients in the Greenville, South Carolina area.
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Paladin Validated

This advisor or firm is a vetted, documented member of the Paladin Registry.

Paladin’s research department has reviewed comprehensive information that describes this advisor or firm’s credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Greg Wales

Keowee Financial Group Inc
Greg Wales, a financial fiduciary has been a Paladin Registry member since 2018. Greg provides financial services to clients in the Clemson, South Carolina area.
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Paladin Fiduciary

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

John Travis

Richard Young Associates
MBA
John Travis, a financial fiduciary has been a Paladin Registry member since 2019. John holds the Master Business Administration certifications and has over 27 years of experience. John provides financial services to clients in the Augusta, Georgia area.

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