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Great South Advisory Group
“We’re in the people business.” — Chip Stanley, CRPC®, CLTC®, AIF® Senior Vice President / Wealth Management, Financial Advisor
Helping individuals and families navigate retirement, life's transitions, and the financial decisions that come with them.
In the heart of Columbia, South Carolina, with more than 100 years of combined industry experience, sits the Great South Advisory Group. We understand that financial advice starts with understanding you—what you’re trying to accomplish, what matters to you, and what’s happening in your life.
Because life changes, your financial plan should be able to evolve with it. From marriage and a growing family to retirement, divorce, the loss of a spouse, and other important transitions, our team brings experience and perspective to help you navigate the financial decisions that come with each new chapter.
We work together to help clients plan through the different phases of their financial lives—from accumulating and preserving wealth to preparing for its eventual distribution.
It’s a dialogue. And we’re ready to listen.
Give us a call or send us an email to schedule a conversation and learn how we may be able to help.
Our Team
We believe good advice starts with understanding.That means taking the time to learn what you are trying to accomplish, what is changing in your life, and what matters most to you before determining how we can help. We approach planning as an ongoing dialogue, not a formula, because your priorities and circumstances will continue to evolve over time.That same philosophy shapes how we work as a team in Columbia, South Carolina. Each member of our group plays a role in the client experience, bringing different perspectives, responsibilities, and areas of support to the relationship. By working closely together, we aim to provide continuity and a deeper understanding of the people and families we serve.At the heart of it, we think of ourselves as being in the people business. Investments and planning are important, but they begin with something more fundamental: knowing our clients, staying connected to what is happening in their lives, and helping them make thoughtful financial decisions along the way.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Financial Planning
We have the knowledge and experience to help you analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process provides comprehensive planning to determine your goals and circumstances and then to make recommendations for an investment strategy that aligns with your goals, implementation of your investment strategy, and a review of your financial plan to help you stay on track to achieve your financial goals.
Retirement Income Evaluation and Planning
Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task. Managing retirement income is an ongoing exercise in balancing guaranteed sources of income such a Social Security and fluctuating income from your investment portfolio, with living expenses and desired spending levels. Today’s retirees want to know if the assets they have saved for retirement are aligned toward their goals to achieve the lifestyle they desire in their retirement years. Budgeting, spending, and investing habits and strategies should be reviewed and adjusted regularly to help ensure your retirement plan is designed for the long term.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Video Library
Considering Rollovers for Retirement Savings
Chip discusses retirement savings and the opportunities in considering rollovers for those retirement savings.
Infrastructure Spending & Investing
Chip discusses the importance of infrastructure investment, and how U.S. infrastructure is graded via the ASCE.
Are you prepared for long term care expenses?
Chip discusses why long-term care coverage is so important and the options available.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 21, 2026
Last week I was an exhibitor and presenter at the South Carolina Nurses Association annual conference. Our group are proud to be one of the sponsors and participants for this most worthy Association and its members. Remember to thank a nurse!
https://www.scnurses.org/
#Nurses #Healthcare
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
In this issue, we explore the yen “carry trade” strategy, the rate-hike cycle, and why October may be less scary than it seems.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.