Are you ready to
Maximize Your Money?

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

Fee-only Financial Advisor (CFP®, RICP®, 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
Fiduciary: Working for YOUR best interests
CFP©: Accredited CERTIFIED FINANCIAL PLANNER
RICP©: Retirement Income Certified Professional
CEPA: Certified Exit Planning Advisor

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 [...]

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 [...]

The Hierarchy of Recurring Revenue

How to make your company irresistible to potential buyers One of the biggest factors in determining the value of your company is the extent to which an acquirer can see where your sales will come [...]