Salley Wealth Advisors Group, LLC

Salley Wealth Advisors Group, LLC is a financial planner in Summerville, SC, located at East Richardson Avenue. The firm serves families and small businesses in Summerville and the surrounding Charleston area, offering fee-based wealth management, retirement planning, and generational stewardship. Their services include custom 401(k) and SEP IRA plan architecture, tax-loss harvesting, education funding, sophisticated estate coordination, charitable giving strategies, and income planning. They also provide specialized asset protection for medical professionals and mission-aligned legacy planning for faith-based organizations.

Founded on the principle that wealth is a tool for stewardship, the firm operates as a multi-generational family practice. Founder Mike Salley brings 46 years of Wall Street experience to his SC practice, combining institutional-grade expertise with a faith-based approach. He is joined by his son, Joshua Salley, who holds degrees from Rutgers University and the Charleston School of Law. The team approaches every portfolio with humility, using proprietary planning tools to conduct deep-dive audits of risk exposure, tax efficiency, and asset allocation. They provide bespoke financial plans rather than off-the-shelf solutions, ensuring recommendations maximize tax benefits and align with client values.

The firm emphasizes continuous oversight, conducting quarterly reviews to monitor performance and adjust strategies as market conditions or client needs change. They coordinate directly with third-party managers, third-party administrators, and legal entities to execute plans with precision. Their process begins with an open dialogue to understand family needs and values, followed by the creation of a formal written proposal. They serve clients who value biblical stewardship and seek to leave a lasting legacy, helping them navigate career growth, mid-life complexity, and legacy protection.

The firm has been serving the Summerville and surrounding Charleston area for over 20 years.

Salley Wealth Advisors Group, LLC brings decades of financial expertise and a faith-driven approach to wealth management in Summerville, helping families build and protect their legacies.

The firm is situated on East Richardson Avenue in Summerville, just steps from The James F. Dean Community Theater and North Main Street. It is also within a short walk of Hutchinson Square and Summerville Town Hall.

BizScoreAI awarded the business a Discoverability score of 100 out of 100, which ensures AI crawlers can access every page so the business can be recommended by AI assistants. The Technical score of 96 out of 100 confirms the website is secure and indexable for search engines. The business ranks number 1 of 5 Financial planner businesses that BizScoreAI has scored in Summerville.

Services:

• Financial Planning
• Retirement Plans
• Wealth Management