Carolina Wealth Advisors

Carolina Wealth Advisors is a financial planner in Myrtle Beach, SC, located at 1110 London Street, Suite 204. The firm serves individuals and businesses in the greater Myrtle Beach area with a comprehensive financial planning management style that includes investment planning, portfolio management, income strategies, estate and tax planning, and capital allocation decisions. The team provides personalized plans tailored to client goals, emphasizing education and understanding of complex financial concepts. The firm holds a rating of 4.50 based on 8 reviews.

The firm was formed in 2014 through the merger of Christopher St. John and Matthew Lowery, who had previously operated separate registered investment advisor firms. The team includes Christy Horlacher, who joined as a partner after working for an independent RIA, and Kim, who serves as a Client Services Representative. Christopher St. John has been in the financial services industry since 1999. He holds a Doctor of Philosophy in Financial and Retirement Planning from The American College and degrees in Accounting and Finance from Coastal Carolina University.

Matthew Lowery is a Chartered Financial Analyst, Certified Public Accountant, Personal Financial Specialist, and Certified Financial Planner. He earned degrees in Accounting and Finance from Coastal Carolina University and a Master's degree in Finance from The Pennsylvania State University. He began his career at Deloitte before starting his own registered investment advisor in 2009. Christy Horlacher holds CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant®, and Retirement Income Certified Professional® designations. She joined the firm after working in the financial services industry since 2012. Kim has gained experience in various segments of the financial services industry over the last 15 years and joined Carolina Wealth Advisors in early 2016.

Carolina Wealth Advisors is known for its solid reputation among the customers it has served. The firm provides specialized financial planning and management to individuals and businesses in the Myrtle Beach area. The close-knit team of highly educated professionals focuses on helping clients make informed decisions to achieve their financial goals through a relationship-driven approach.

Carolina Wealth Advisors combines deep professional expertise with a personal approach to help Myrtle Beach residents and businesses navigate their financial futures.

Carolina Wealth Advisors is situated on London Street, approximately a tenth of a mile from Robert M. Grissom Parkway and near the Brittany Park and Willoughby Place neighborhoods.

BizScoreAI gives the business an Authority score of 75 out of 100, which measures whether the website shows who is behind the business, a trust signal AI assistants and search engines weigh when deciding whom to recommend. The Technical score is 70 out of 100, measuring whether the website is technically sound, secure and indexable, so search engines can read it without errors.

Services:

• Education Center
• Market Updates
• Planning For Businesses
• Planning For Individuals