Are You Ready toMaximize Your Money?
Brad Kingsley, CFP®, CEPA® CERTIFIED FINANCIAL PLANNER™
Schedule a time for us to talk
Learn More...

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
CFP©: Accredited CERTIFIED FINANCIAL PLANNER
Fiduciary: Working for YOUR best interests – even if we earn less doing it!

Business Value Growth Coaching and Advisement

We don’t only work with business owners, but if you own a business and are looking for:

Certified Exit Planning Advisor (CEPA®):
- Holistically serving business owners’ needs regardless of the timing of their exit
Over 20 years of entrepreneurship experience:
- Including the start, growth, and exit of privately-held businesses
- Accredited angel investor with over a dozen private investments

If you would like to learn more about either path – or both – just schedule a no-obligation complimentary introduction call.

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 [...]

Subscribe to get articles via email

Are you ready to Maximize Your Money?

Subscribe to receive similar to topics we cover when coaching owners through Value & Income Growth and individuals on Personal Financial Planning. This content is ideal if you prefer a do-it-yourself model – or just want to learn more about the areas that can help you maximize your money.