Charleston Investment Advisors

Discover financial peace of mind with Debra L. Nelson, MSFS, CFP, CASL, located in beautiful Mount Pleasant, SC. With over 40 years of experience, our dedicated team specializes in comprehensive financial planning tailored to your unique needs. As seasoned professionals, we provide expert guidance in wealth management, retirement planning, and investment strategies. Trust Debra L. Nelson to help you navigate your financial future with confidence and clarity. Your journey to financial security starts here.

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you and partnering to provide continuous guidance and support through every stage of life.

Consolidated Planning, Inc., a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.