602 Meeting Street Suite C
West Columbia, SC SC 29169
Founded in 2000, Asset Management & Planning is an independent financial planning 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 Client Experience Managers work in unity 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. Asset Management & Planning recognizes that each client is unique and their financial plan should not be based on a “one-size fits all” approach.
The advisors at Asset Management & Planning see your investments as more than just your bottom line. It’s about your spouse, your children, your hopes, and your dreams. They understand that money is simply the tool that allows you to live life on your terms. That is why they’ve created an integrative goals-based portfolio management system based on more than 50 years of collective research and experience.
Whether it is retirement, inheritance, job loss, or birth of a child, life changes and your financial plan should change with it. Planning is at the heart of what they do therefore, changes and adjustments are made as life happens. Your financial plan isn’t a binder on a shelf but a carefully made plan to follow to realize the goals you want to achieve.
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.