Atlantic Coast Advisory Group

Atlantic Coast Advisory Group is a financial planner in Mt Pleasant, SC, located at 421 Wando Park Blvd Suite 140. The firm helps individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Operating as an independent financial services firm, it provides securities and advisory services through CreativeOne Securities, LLC, which is a member of FINRA and SIPC. Atlantic Coast Advisory Group and CreativeOne Securities, LLC are not affiliated.

James P. Smith is the President of Atlantic Coast Advisory Group. He founded the firm in 2004 after 23 years in the financial services business. Smith holds Series 26, 6, and 63 registrations and is an Investment Advisor Representative. His broker-dealer is CreativeOne Securities. He is an active participant in the Charleston community, sitting on the Children’s Hospital Fund Advisory Board at the Medical University of SC since 2008. He is a board member emeritus of YES! Carolina and a former member of the Executive Leadership Team of the American Heart Association’s Heart Walk. Smith was a founding board member of SouthCoast Community Bank from 1998 until it sold in 2016 and is the Vice Chairman of Beacon Community Bank since its inception in 2017. He supports his alma mater, Cedarville University, where he played baseball. Smith and his wife Marilyn reside in Mount Pleasant, SC, and have two grown children, Josh and Ashley.

The firm offers financial planning, wealth management, long-term strategy, estate planning strategies, wealth transfer, annuities, and retirement services. Atlantic Coast Advisory Group works with a network of insurance representatives and advisers across multiple states to provide products and services. These partners include Steve Harrison in Alabama, Tom Dingman in Arizona, Mike Flanagan in California, James P. Smith in Connecticut, Lavonna Cook, Rich Pototsky, Randy Steele, and Jorge Tola in Florida, Bob Lingle, Dan Lingle, and Len Graddy in Georgia, George Mabulay and Boni Wagan in Illinois, Jerry Deatherage, Derek Carnohan, and Valerie Reeves in Kentucky, Ricky Mai in Maryland, Bob Torraco in Massachusetts, Boni Wagan in Nevada, Steve Clifford, Joey Gilleland, Bill Nork, and Wendy Weant in North Carolina, Gene Demaree and Byron Larkin in Ohio, Jon Niedermeyer in Oregon, Tim Angelos, Mike Bright, Alex Fournil, Tim Hudson, Jim Meadows, Sam Raney, James P. Smith, and Jeremy Withers in SC, Randy Steele in Tennessee, Tony Vaccaro in Texas, Bob Bates and Nick Bates in Washington, and Ricky Mai in West Virginia. The firm is a licensed insurance professional.

Atlantic Coast Advisory Group combines decades of industry experience with a deep commitment to community leadership in SC. Its approach to personalized financial planning and retirement strategy is anchored by the local expertise and professional network of its president and affiliated advisers.

Atlantic Coast Advisory Group achieves a Discoverability score of 75 out of 100 in BizScoreAI, which measures whether AI crawlers are allowed in and can find every page of the website, the first step before any AI assistant can recommend the business. The firm also holds a Content score of 70 out of 100, which measures whether the website carries substantial, relevant content, which search engines reward with better visibility.

Services:

• Advisory Services
• Marketing Services