facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause



Your Wealth

Your Goals

Your Life


Comprehensive Financial Planning & Wealth Management

Let's Get Started

Financial Advice and Management for Hardworking Families, Busy Professionals, & Successful Businesses


Fiduciary Management

Built on the foundation of ethical advice from credentialed advisors, we only act in the best interest of you, your family, and your business - always.

measuring tools

Tailored Solutions

You and your wealth deserve customized strategies and solutions to balance your life today and prepare for the future.

conversation bubbles


Accurate financial planning yields empowered decision making for you and your family.

Who We Serve

“When it is obvious that the goals cannot be reached, don't adjust the goals, adjust the action steps.”
— Confucius

We work closely with our clients to build plans, advise through important financial decisions and deliver high-quality service while never forgetting the focus of our relationship together: for wealth to bring enrichment, confidence, meaning, and satisfaction to the people and initiatives that are important to you. 

Learn more about our Private Client Services:


Wealth Management Clients for whom we manage more than $3 million are part of our enhanced offering called Concierge Wealth.  Learn More


Clients with between $500,000 and $3 million receive PP&W's Wealth Management Service, which is a combination of financial planning and investment management.  Learn More


Clients in the "accumulation phase" of life, working with less than $500,000 of investable assets, are served through our Emerging Wealth offering.  Learn More

The unique needs of your organization are of paramount importance – this is no time for cookie-cutter solutions.  Now is the time to work with experienced, credentialed professionals who can develop tailored strategies for your complex concerns. 

PP&W Retirement Plans

PP&W works to keep your team empowered and focused on achieving Financial Wellness for retirement, while making sure your plan is efficient, effective, and aligned with corporate objectives.  Learn More

PP&W Corporate Cash 

In this continued low interest rate environment, many decision makers are examining their options for cash and considering if their current investment policy is sufficient.  PP&W can assist on the important considerations of taking the next step with your business assets.  Learn More

PP&W is proud to provide fiduciary & investment advisory services delivered by experienced advisors for your organization. 

PP&W Endowment Services 

Your Endowment investment plan is established to fulfill your organization's long-term mission.  Ironically, the time at which resources are the most needed from your endowment will most likely be during a time of market stress.  This causes a quite unique challenge for your organization; PP&W can help.  Learn More

PP&W Family Charitable Planning

We as humans are wired to be generous. Like all things in life, philanthropy should be planned for, and with recent changes in tax law, it's more important than ever to prudently plan.  Learn More

Get to Know Us

“Ethics is knowing the difference between what you have a right to do and what is right to do.”
— Potter Stewart

 You Are More Than Your Wealth

We don’t take your decision to work with us lightly. PP&W was built on the foundation of offering ethical and prudent advice to those looking for  their wealth to bring enrichment, confidence, meaning and satisfaction to the people and initiatives that are important to you.

Our Values

heart in hand icon

Putting Others First

Serving others sits at the heart of who we are.

forecast chart icon

Being Passionate About Planning

We love what we do, and it shows in the work our credentialed advisors produce.

ear listening icon

Listening First, Advising Second

Financial planning is about addressing you and your needs, not ours.

handshake icon

Remembering Our “Why”

Helping every client enjoy life today while remaining prepared for tomorrow

We Bring Value to Your Life Through:

Candid conversations regarding your financial wellbeing

Straightforward answers to complex questions

Collaboration and partnership in achieving your goals

Our ongoing commitment to rigorous ethical standards

The ability to give you valuable time and peace of mind back

Our dedication to ongoing education

Your Success is the Benchmark We Use To Measure Our Own Success

Ready to Work Together?

Talk With Us

Meet Our Team

Jesse Hansford, CFP® Photo

Jesse Hansford, CFP®

Managing Partner
Read Bio

Jesse Hansford, CFP®

Managing Partner

A self-proclaimed “numbers nerd,” Jesse Hansford, CFP® has turned his passion for solving complex puzzles into a lifetime of helping others find financial freedom. Working closely with his clients, Jesse helps break down difficult concepts and offer simple, easy-to-understand strategies and solutions. In doing so, he enjoys seeing his clients grow in their financial literacy, knowledge and confidence.

In his role as managing partner, Jesse meets one-on-one with clients (in-person or remotely) to help them progress toward their goals. He leads our firm in creating client-wide communications, such as important market updates, blogs, video, social media posts and more.

Jesse earned his bachelor’s degree from the University of Illinois at Chicago and has been a financial advisor since 2007. Before entering the financial field, Jesse served in the United States Army for three years.

Outside of the office, Jesse volunteers his time as treasurer of Loaves & Fishes, a food rescue non-profit that works to eliminate hunger in Greenville County.

Jesse considers himself a very lucky man and husband, raising his three young men at home with his amazing wife. Spending time with his family serves as his best source of energy - whether they’re kicking a soccer ball in the backyard, building legos, hiking or making smores in the backyard. On Sundays, you can find the Hansford family attending worship at Hope Church in Simpsonville.

Chris Beard, CFP®, CPFA Photo

Chris Beard, CFP®, CPFA

Managing Partner
Read Bio

Chris Beard, CFP®, CPFA

Managing Partner

Years ago, Chris's mentor gave him a piece of advice that would shape the way he thought about money forever: 

"In life, there are 5 aspects: Spiritual, Mental, Physical, Social and Financial. If the Financial pillar of life is strong, it has an ability to affect the other four pillars in an incredibly meaningful way."

To this day, Chris remains passionate about planning because he understands the tremendous difference it can make in his clients' lives. In his position here as managing partner, Chris works diligently to oversee the wealth management process as well as the 401(k) plan consulting side of the practice.

In 1999, Chris earned the designation of CERTIFIED FINANCIAL PLANNER™ professional. In addition, he received the title of Certified Plan Fiduciary Advisor in 2018.

Before entering the financial services industry in 1995, Chris graduated from Clemson University with a bachelors of science degree in Finance.

Chris has served for various organizations professionally and personally including:

  • CFP® Board of Washington, D.C. on the Commission of Standards
  • CFP® Board Chairman of the Disciplinary & Ethics Commission
  • Greenville Estate Planning Council
  • Past Chairman and current Treasurer of The Children's Museum of The Upstate

A Charlottesville, Virginia native, Chris is a lifetime Clemson Tigers fan. With his wife, Heath, being a Carolina Gamecock, the debate of where their daughter will go to college never ends. When he's not in the office, Chris enjoys playing a round of golf in the summer and snow skiing in the winter. During the school year, he remains actively involved in mentoring students of Clemson University's College of Business and Behavioral Science. 

Kelly Eldridge Photo

Kelly Eldridge

Wealth Planner
Read Bio

Kelly Eldridge

Wealth Planner

Working in the financial industry for over 12 years, Kelly serves as a Wealth Planner for PP&W. In her position here, Kelly is passionate about helping clients take their hard-earned income and utilize it as a vehicle for their future. She understands the difficulty so many people face when it comes to personal financial management, which is why she takes great pride in working with the rest of our team to fulfill that responsibility.

Kelly has always been a big proponent of  practicing what she preaches. In keeping true to saving smartly and spending wisely, Kelly enjoys teaching her daughter the value of money and engaging in helpful conversations with friends, family and 401k participants about saving and investing.

Kelly comes to our firm with a background in sales and management. She graduated from Appalachian State University with a BSBA in Management.

For fun, you’ll find Kelly participating in any outdoor activity from a triathlon to a mud run. She is originally from Knoxville, TN, but has lived in Greer for 20 years and loves the upstate. Kelly enjoys spending time with her husband, Jason, and their Jack Russell terrier, Humphrey. A recent empty-nester, Kelly’s daughter, Skylar, attends Coastal Carolina University with a desire to be in the medical field.

Our Insights

“An investment in knowledge pays the best interest”
— Benjamin Franklin

Random Gleanings is the vlog of two friends and founding partners of PP&W talking “shop” on market trends, economic influences, financial planning ideas and recent news that pertains to moving your household or business forward.

Use RG to catch up on the latest news and trends we believe are important, shared by the decision makers in their own words on a regular basis.

Random Gleanings Blog

The basics of financial planning are barely touched in schools, and our families often don’t discuss finances.  We are mostly left to figure it out on our own, and that’s no way to get ahead.  PP&W wants to change this!

A$AP Finance is built for your Financial Wellness, so tune in to hear insights to equip your household to move forward in two minutes or less. 

A$AP Finance Blog

Get in Touch

“The goal isn’t more money. The goal is living life on your terms.”
— Will Rogers

Interested in Working With Us?

Contact Us Today

Whether you’re focused on addressing your family’s complex concerns or offering benefits to your employees, we’re here to help. Simply reach out to learn more about us and how we may be the right partner for you.