Are you ready to
Maximize Your Money?

Brad Kingsley, CFP®, CEPA®
CERTIFIED FINANCIAL PLANNER™

Fee-only Financial Advisor (CFP®, CEPA®) based in Charleston SC.

If you arrived here looking for a financial advisor “near me”, please note that I work with clients across the USA leveraging an extensive planning portal, video meetings, and other online tools. Why not work your financial plan from the comfort of your home or office?

Experienced and Qualified to help Maximize Your Money

Personal Financial Planning

We strive to be known as the best financial planners for clients who are looking for:

Fee-Only: No commissions, kick-backs, or insurance sales
Flat-Fee: Your fee is fixed and unrelated to your investment balances
CFP©: Accredited CERTIFIED FINANCIAL PLANNER
Fiduciary: Working for YOUR best interests – even if we earn less doing it!

Book a no-obligation Zoom meeting to learn more, get to know each other, and decide if working together would be a win-win.

Schedule a time for us to talk

A FEW RECENT BLOG POSTS

The Most Critical Factor in Achieving Your Goals May Surprise You

Goal-setting, in both business and personal life, is extremely important. As Zig Ziglar said, "If you aim at nothing, you will hit it every time." Just having goals in mind isn't the key to achieving [...]

3 Big Reasons Why You Need to Do a Mid-Year Financial Review

Last year's taxes are officially filed. You're more than halfway through the current year. How are you doing with your finances? If you are like most people, you really aren't sure. Now is a great [...]

The Key to Scaling Up a Service Business

To grow a valuable business – one you can sell – you need to set up your company so that it is no longer reliant on you. This can be easier said than done, especially [...]

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