Stokes Capital Advisors

Stokes Capital Advisors, LLC is a registered investment advisory firm based in Greenwood County, South Carolina. They provide fee-based investment counsel to individuals, corporations, and non-profit organizations, offering a range of services including investment management, dividend growth investing, strategic asset allocation, tax-efficient investing, and financial planning. With a client-centric approach, their team of experienced professionals aims to help investors plan and invest for a secure financial future, recognizing the unique needs of each client and tailoring their approach accordingly. At Stokes Capital Advisors, LLC, their investment philosophy is rooted in a disciplined investment process that combines fundamental security selection with strategic asset allocation. They believe in the power of dividends and focus on constructing portfolios with carefully selected common stocks that have a history of consistently increasing their dividends. With a commitment to tax efficiency, they assist private clients in maximizing their investment performance by utilizing tax-efficient exchange-traded funds, municipal bonds, and other strategies. Overall, Stokes Capital Advisors, LLC strives to be a trusted financial advisor, helping clients achieve their financial goals through personalized solutions and a comprehensive approach to wealth management.Generated from the website

At ASE Financial Advisory Group, our professionals help individual investors, families, and business owners achieve their financial goals. To ensure our clients receive appropriate answers and holistic advice, our industry proficiency incorporates both individual and corporate questions. For private clients, we thrive in three key areas: helping protect assets, developing a plan for a lifetime of income, and providing a relentless focus on tax mitigation through all chapters of life. For business owners, we strive to deliver the top corporate retirement strategies and cutting-edge executive benefits plans.

ProVest Wealth Advisors in Spartanburg, SC offers active management of client accounts to mitigate risk and maximize returns. Their approach includes daily research evaluation and personalized financial planning using leading technology to create well-crafted financial blueprints. With a focus on integrating financial planning and investment management, ProVest helps clients track their investment performance and tailor their portfolios to match their risk tolerance and future goals. The firm's founder, Noel B. Swain, has been dedicated to helping Upstate residents achieve financial confidence since 1984.Generated from the website