Means Wealth Management SC

Means Wealth Management SC is a financial planner in Greenville, SC, located at 325 Augusta St. It holds a rating of 1.00 based on 1 reviews. Founded in 1935 by David G. Means, the firm is a family-owned, fee-only fiduciary registered investment advisor with offices in Maine and SC. It serves individuals, families, business owners, nonprofits, and institutions with coordinated financial planning and disciplined investment management. The firm operates under a fiduciary standard, meaning it does not sell proprietary products or receive commissions for investment sales. Compensation comes directly from clients via a transparent fee based on assets under management. The firm provides comprehensive wealth planning that integrates investments, tax strategy, estate considerations, and long-term priorities. Services include proactive tax planning for income timing and capital gains, portfolio management using low-cost funds and ETFs, and retirement plan design for employers. The team works alongside clients’ CPAs and estate attorneys to ensure aligned strategy. Leadership includes President Zachary P. Means, CEO Erin Barry, CPA, and Chairman Paul B. Means. The firm’s approach emphasizes patience, integrity, and long-term perspective. It aims to help clients navigate market fluctuations and life changes through ongoing advisory relationships. The initial meeting is complimentary to discuss goals and determine fit. Means Wealth Management SC combines a heritage dating to 1935 with fiduciary accountability for Greenville clients seeking coordinated financial guidance.

The office sits on Augusta Street near the SC Children's Theatre and the Shoeless Joe Jackson Museum and Baseball Library, both about a fifth of a mile away.

BizScoreAI gave Means Wealth Management SC a Technical score of 95 out of 100, which means the website is secure and easy for search engines to read. The firm also earned a Content Quality score of 75 out of 100, showing its pages clearly answer customer questions so AI assistants can quote them directly.

Services:

• Corporate and Non-Profit Asset Management
• Employer Retirement Plan Advisory Services
• Financial Planning
• Wealth Management