Chris Beard, CFP®, CPFA®

Managing Partner


office: 864-626-4380


I’m originally from Charlottesville, Virginia, but have been in Upstate South Carolina for over 40 years. I earned a Bachelor of Science degree in Finance from Clemson University. I’ve been married to my wife, Heath, for 13 years and have a daughter.

I have nearly 30 years of financial experience, being licensed as a Financial Advisor since 1995, and have been a CERTIFIED FINANCIAL PLANNER™ Professional since 1999. With the support of our team of experienced professionals, I specialize in financial planning and wealth management services to high-net-worth families and business owners. Because many Family Wealth clients are business owners, our team also specializes in working with employer 401(k) qualified plans.

I’ve been a passionate, committed advocate for strong ethical principles in the financial industry. I’ve served as:

2012 Chairman (and Commissioner from 2010-2012)

Disciplinary and Ethics Commission of CFP Board of Standards in Washington, D.C.

2016-2017 - Commission on Standards, CFP Board of Standards in Washington, D.C.

The body charged with reviewing and recommending ethical Standards for nearly 100,000 CFP ® Professionals across the United States.

2015-Present - Greenville Estate Planning Council Member

Focuses on the business of growth, conservation, and transfer of family wealth through estate planning.

I’ve been fortunate to share planning advice in various national and local media including the Journal of Financial Planning and National Public Radio’s SC Business Review.

I have over two decades of civic involvement and community service:

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