Columbia

South Carolina

1226 Briargate Circle, Suite B
Columbia, SC 29210
t: 803.995.5811

Columbia, South Carolina

Financial Advisors in Columbia, SC

At Savant Wealth Management in Columbia, SC, our fiduciary financial advisors strive to provide personalized, client-first financial guidance to help you work toward your ideal future. As a fee-only, independent firm located at 1226 Briargate Circle, we uphold fiduciary standards by offering objective advice that prioritizes your needs. Whether you’re planning for retirement, managing complex investments, or seeking long-term wealth strategies, our team brings deep experience and insight to the table.

We typically work with clients who have at least $750,000 in assets. That said, we also consider partnering with individuals and families who expect significant growth potential from a future inheritance, career trajectory, or other expected financial gains. If you’re seeking a trusted financial partner to help you build and preserve wealth, schedule a consultation with our Columbia financial advisors today.

Why Choose Savant in Columbia for Financial Planning?

Savant Wealth Management combines a national footprint with a strong local presence in Columbia. Our advisors are fiduciaries, which means we must act in your best interests. You can expect transparent, personalized service from professionals who understand the regional landscape and want to help you succeed.

We support a broad range of clients, from those nearing retirement to individuals anticipating future financial milestones. As a majority employee-owned firm, our advisors remain personally invested in providing consistent, guidance that aligns with your goals.

Financial Services Offered at Our Columbia Office

Our Columbia office provides access to a wide array of comprehensive financial services that address nearly every aspect of your financial life. Whether you are looking for investment management, retirement strategies, or tax and estate planning, we designed our offerings to help support your evolving needs. Explore the service categories below to find the right fit for your goals.

Our Wealth Management Services

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Financial Planning Tools and Resources for Columbia Residents

Explore curated tools, checklists, and educational content designed to support your financial planning journey. We designed these resources to help individuals and families in Columbia make informed decisions, prepare for life changes, and build confidence in managing their financial future.

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Connect With a Financial Advisor in Columbia Today

Call our Columbia office at 803.995.5811 or schedule your introductory consultation. Our local fiduciary advisors are ready to help you simplify financial complexity and take the next step toward your ideal future.

FAQs About Financial Advisors in Columbia, SC

What is a fiduciary financial advisor, and why does it matter?

A fiduciary financial advisor must act in your best interests. At Savant, our Columbia advisors adhere to this standard by providing objective recommendations that support your goals.

What should I expect during my initial consultation?

Your first meeting with a Savant advisor focuses on getting to know your current financial situation, understanding your objectives, and identifying areas where we can provide value. It’s a collaborative and pressure-free opportunity to explore whether we are a good fit for your needs.

What financial services are available at the Columbia office?

We offer comprehensive financial services that include planning, investment oversight, tax strategies, business consulting, and estate planning. We provide each service with a personalized approach based on your financial priorities.

How do I get to the Savant office in Columbia?

You’ll find our office at 1226 Briargate Circle, Suite B, just off Interstate 26. Take the St. Andrews Road exit and head southeast. Turn onto Briargate Circle, and our building is on the right with ample free parking available on-site.

Resources

Retirement Countdown Guidebook

Getting ready to retire? Get our guidebook that can help you plan with confidence.

Upcoming Live Webinars

Our webinars are a great way to stay informed and take control of your financial future.

Ideal Futures® Financial Health Assessment

Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.

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