Lundblade Financial Group

Lundblade Financial Group is a financial planner in Clemson, SC. The firm works with individuals, families, foundations, and nonprofits on financial planning, investment management, risk mitigation, and trust services and estate planning. Its planning work covers budgeting, retirement planning, college education funding, financial risk management, and strategies for business owners. Investment services include investment planning, investment risk management, tax-efficient investments, asset allocation, and custom portfolio models. Risk mitigation work includes life insurance analysis and review, disability income replacement, and long term care planning. The firm also assists with 401(k) rollovers, mutual funds, and long term care insurance, and offers a complimentary financial review. It holds a rating of 5.00 based on 8 reviews.

The firm describes itself as a boutique wealth management practice that serves the Clemson area. It focuses equally on human capital and financial capital, working with clients to define their goals and then managing their finances toward them, and it approaches each client relationship as a financial problem solver. The team includes C. Eric Lundblade, a CERTIFIED FINANCIAL PLANNER professional who also holds the CRPC, AAMS, and SE-AWMA designations and serves as principal and financial advisor, along with Wendy Gregory as office manager, Sharon Garner as relationship manager, and Sarah Gray as senior financial advisor. The firm follows a four-step process that begins with listening to the client. It also supports selected organizations in its community through partnerships, sponsorships, and direct participation.

The office is at 602 College Avenue, Suite 3, on College Avenue, about a tenth of a mile from Tiger Boulevard and the Clemson train station. The Clemson post office is roughly two tenths of a mile away, as are the Clemson Police Department and, a little further, the Clemson Free Clinic.

Clients have rated the firm 5.00 across 8 reviews, a reputation built on the customers it has served. For individuals, families, foundations, and nonprofits in Clemson navigating the complexity that comes with accumulated wealth, Lundblade Financial Group pairs fiduciary guidance with a team-based approach to planning and investments.