Financial Managers

Asset Management & Planning

602 Meeting Street Suite C

West Columbia, SC SC 29169

Phone: 803.739.6311

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Sara Scott, Christian Tyler, Andrew Todd, CFP®, Sally McFarland and Jennifer Kauffman, CRPC™

Asset Management & Planning is an independent investment advisory firm with more than 20 years of experience working with clients living in Columbia and the Greater Southeast region. Their team of financial advisors, portfolio managers, and service associates work together to go above and beyond client expectations. Their philosophy is to provide thoughtful, viable strategies so that clients can comfortably navigate the financial issues in their lives.
They recognize that each client is unique, thus a client’s financial plan should not be based on a one-size-fits-all approach. Whether it is retirement, inheritance, job loss or the birth of a child, life changes and your financial plan should change with it. Planning is at the heart of what Asset Management & Planning does, therefore, changes and adjustments are made as life happens. Your financial plan is not a binder on a shelf but a carefully made plan to follow to realize the goals you want to achieve.
Let Asset Management & Planning help you plan.

Asset Management and Planning, LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.