The Braddock Group | Columbia, SC | Financial Advisors

The Braddock Group

Donna and I look at the world a little differently from most wealth management teams. Rather than presenting charts and graphs in a first meeting to differentiate ourselves, our approach begins by understanding what is important to you and your family, and why you value those areas of focus.

Some wealth management teams think their job is to remove emotion from personal finance. We embrace emotion as a pivotal part of who you are and where you are going. We believe it's only after having a deep discussion and developing a trusting relationship that we can begin to craft a financial plan that works toward getting you where you want to be while taking the least amount of risk possible.

Our Team

Our team builds relationships with a limited number of families to guide their transfer of wealth, perspective, and values through generations. Our team’s members are likeminded, yet come from different cultures, regions of the country, and most importantly, generations. This allows us to focus our practice to help families create wealth management plans that don't end with one generation, but instead act as fluid documents designed to work over decades. We believe in providing guidance that weaves philanthropy and estate planning together as this allows the family to think multi-generationally; goals become purposeful and personalized rather than simply amassing wealth.

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

Our Process

Our process begins by exploring the values, culture and perspective that makes a family unique. We believe it is critical to understand the history of a family, how it functions today, and the reasons why certain goals are held above all else.

Multigenerational Planning

Every family has different goals, needs and challenges. Our experience shows us that most family goals do not begin and end within one generation. There are values, cultures, experiences, and relationships that need to be effectively transferred through multiple generations of a family in order for specific goals to be reached.

Special Needs Planning

Special Needs Planning is a very sensitive area of financial planning due to the complexities both in terms of how assets are structured and how family dynamics drive decision making. Beyond spending the time necessary to understand a family, we believe it is vital to understand the nature of the disability, and the relationship the disabled individual has with his or her family.

Community Involvement

The Braddock Group specifically focuses on philanthropic planning and primarily works with clients who believe in the importance of having a strong community. Through our community involvement, we have been able to connect with a myriad of inspirational people and help organizations that we value grow and succeed.