Great South Advisory Group | Columbia, SC | Financial Advisors

Great South Advisory Group

The Great South Advisory Group is a team of investment professionals with over 100 years of combined experience in the industry. The team manages a plan driven, concierge sized practice with a formal investment process which assures clients of regularly scheduled contact, and rapid response to any client concerns. The Great South Advisory Group provides clients with various services tailored to help them achieve their goals. The team strives for exceptional financial planning throughout all of the phases of investing: wealth accumulation, wealth preservation and wealth distribution.

Our Team

No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.

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.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.