Professional Planning & Wealth

Professional Planning & Wealth is a financial planner in Greenville, SC, located at 242 S Pleasantburg Dr. The firm provides financial planning, wealth management, retirement plans, and CFP® guidance to busy, successful families and companies. The practice operates under a fiduciary obligation, meaning professionals must put client interests ahead of their own in financial planning, wealth management, and corporate retirement plan work. The team includes Certified Financial Planner® Professionals and Certified Plan Fiduciary Advisors®, with nearly three decades of experience in the field. The firm holds a 5.00 rating based on 1 review. Advisors focus on building solid financial plans for clients' futures, helping them achieve financial goals through close collaboration. Services range from developing plans to continuing management and navigating retirement. The team examines market signals, such as the impact of rising gasoline prices on interest rates, mortgage rates on housing affordability, and the role of corporate earnings in economic growth. They analyze investment portfolios, discussing the changing relationship between stocks and bonds since 2020 and evaluating whether traditional allocations like 70/30 or 25/75 still provide expected risk and reward characteristics. The firm provides weekly market updates and insights designed to help clients look beyond headlines. Professional Planning & Wealth emphasizes education and transparency. The firm encourages clients to verify advisor records via the SEC and FINRA websites. By limiting the number of clients served, the team aims to maintain high standards of service and ensure that each client receives personalized attention to their wealth enrichment and financial confidence. The firm’s fiduciary commitment and credentialed team provide a foundation for financial confidence in Greenville. Professional Planning & Wealth brings decades of fiduciary experience and credentialed expertise to Greenville, helping local families and businesses navigate complex financial landscapes with confidence.

The firm sits on South Pleasantburg Drive, just a short walk from the SC Department of Motor Vehicles and the SCDOT office.

BizScoreAI gives Professional Planning & Wealth a Technical score of 89 out of 100, ensuring the website is secure and readable for search engines. The business also earns a Content Quality score of 75 out of 100, providing clear answers that AI assistants can directly quote for customers.