New to Greenville
You Don't Have
to Start Over
Moved to Greenville and left an advisor back home? We'll make it feel like you already know someone here.
Life's Biggest Decisions
Retirement, Loss,
A Business Sale
The guidance you want. The relationship you need. Whatever the transition, we answer your questions, make the calls, and do the work, so you don't have to face it alone.
Equity Compensation
Know What You Own, Plan Before it Vests
Stock options, RSUs, and vesting schedules can shape your taxes, cash flow, and long-term plan. We help you understand the details before decisions get expensive.
journey now with step 1.
Support for life’s biggest financial decisions.
Here for you today.
Preparing you for tomorrow.
Most financial planners can build you a plan, invest your money, and check in once a year. We go further. Whether you’re rolling over an old 401(k), settling a loved one’s estate, untangling a stock option grant, or just making sure you’re not missing something obvious, we’re the people who pick up the phone and help you work through it.
It starts with an initial meeting.
We’ll talk through your goals and questions, then decide together if Investa feels like the right fit.
Next, we gather information.
We’ll review your goals, documents, and questions so you understand options and feel confident moving forward.
We present recommendations.
We’ll present clear recommendations and a detailed, flexible plan built to evolve as your life changes.
Decide With
Confidence
Take time to decide if we’re the right fit, then we’ll begin putting your plan into action together.
We answer your questions. We make the calls. We do the work. We’re not here to manage your money from a distance. We’re here to be the people you call when a financial decision actually matters.
Straight answers to the questions we hear most.
No jargon, no sales pitch. Just plain-English answers to the questions Greenville-area families and professionals actually ask us.
- Insurance
A Home Insurance Claim: To File Or Not To File
- Estate Planning