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Your Wealth

Your Goals

Your Life


Comprehensive Financial Planning & Wealth Management

Let's Get Started

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

In South Carolina & Across the Southeast


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.

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Tailored Solutions

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

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

What Can We Do For You?

See Our Solutions

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

We Bring Thoughtful Proficiency to Managing Money
Because You Are More Than Your Wealth

We don’t take your decision to work with us lightly. In fact, our firm was built on the foundation of offering ethical and prudent advice to anyone looking to optimize their wealth.

The financial confidence you create today paints a picture of what your family’s future will look like tomorrow. That’s why we balance the importance of living in the present with a focus on thoughtfully and prudently preparing for the future. How do we do this? By working side-by-side in developing your family’s customized wealth strategy - one that’s carefully tailored and implemented according to your goals.

Our Values

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Putting Others First

Serving others sits at the heart of who we are.

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Being Passionate About Planning

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

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Listening First, Advising Second

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

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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?

Get In Touch

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
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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. 

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Kelly Eldridge

Registered Paraplanner/401(k) Client Services Manager
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Kelly Eldridge

REGISTERED Paraplanner/401(k) client services manager

Working in the financial industry for over 12 years, Kelly serves as our firm’s Registered Paraplanner & 401(k) client services manager. 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.

Serving as Chris and Jesse's right-hand person, Kelly handles the firm's day-to-day operations. This could include anything from asset transfer and general money movement to handling our clients' account questions or assisting 401(k) plan sponsors and participants.

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.

How We Help

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

Individuals & Families

In taking a goal-centric approach to building your financial plan,
we must start at the center of what makes you unique:


Your Values

Your Family

Your Vision for the Future

Your future story, and that of your family, relies on financial planning that prudently balances a need to enjoy life today while preparing for what’s to come tomorrow. That’s the freedom a customized wealth strategy can bring.

Does This Sound Like You?

Our Ideal Client

Financial Delegators

Busy Professionals

Disciplined Savers


Sound Like You?
Here's What We Can Accomplish Together

Our Solutions Include:

Comprehensive Financial Planning

Multigenerational Planning

Asset & Liability Management

Tax Planning

Tactical Asset Management

Retirement Planning

Social Security & Pension Analysis

Trust & Estate Planning

We’re Passionate About Delivering Competent and Ethical Advice

Discover What Comes Next

View Our Process

Businesses & Corporations

The challenges you face are unique - the importance of your decisions today weighs heavily on the future of both your business and your employees. Now’s not the time to settle for a generic, cookie-cutter solution. Now’s the time to work with a knowledgeable and experienced guide who can develop tailored strategies to address your complex concerns. 

We work with business owners and plan sponsors to:

Understand & manage
their fiduciary risk


Optimize savings benefits
for plan participants

We Can Help With:

Guidance For You & Your Employees

The best plan participant is an educated one. We offer guidance for your employees, offering online and onsite educational meetings.

Corporate Plan Governance

Acting as an ERISA 3(21) fiduciary, we implement a risk management strategy that outlines the objectives and responsibilities of your investment committee. Annual fiduciary training ensures that your committee is well-versed in the ever-changing fiduciary landscape.

Our Goal Is To:

Help plan sponsors provide well-constructed, customized retirement programs designed to fit the needs of hardworking employees while minimizing company expense.

Find Out How We Can Help

Contact Us

Designing a Plan

Whether you already have a plan in place or you’re starting fresh, we’ll analyze your offerings and work to design a tailored plan that addresses the needs of your company and your employees. We can consult on the development of various types including 401(k), 403(b) and 457 plans, profit-sharing plans and cash balance plans.

Managing the Investment Process

To start, we’ll develop your unique Investment Policy Statement (IPS). This will serve as the foundation for all future investment-related decisions we collaboratively decide for the plan.

Remaining Compliant as a Plan Sponsor

Taking on a co-fiduciary responsibility, we’ll remain current with any and all regulations, changes in law or statues that define the conduct of a fiduciary. In doing so, our goal is to help plan sponsors remain compliant with all DOL and ERISA regulations.

Are You a Business Owner or Corporate Leader
Looking to Optimize Your Employer-Sponsored Benefits?

Get In Touch

Our Process

“It is not the ship so much as the skillful sailing that assures the prosperous voyage”
— George William Curtis

Wealth Is Only Significant
When it Allows You to Pursue What Matters Most

To make sure your wealth helps you live purposefully, we’ve found the decision-making process starts with learning about your history, understanding your personal values and discussing what is most important to you. From there, we take our combined decades of industry know how and develop tailored comprehensive solutions to address your needs.

Our Process Includes:

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Step 1:

Let's Meet

In-person or over the phone, let’s get together for a quick chat. We’ll ask you some low-pressure questions, and you’ll have the chance to really get to know us for the first time.

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Step 2:

Determining Your Goals

Think we may be a good fit? Next time we get together, we’ll discuss in-depth your current financial situation, short-term concerns and long-term goals.

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Step 3:

Reviewing & Preparing

We’ll start by weighing the pros and cons of your current investment strategy. With a clear understanding of your current standings, we’ll move forward in preparing your tailored plan.

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Step 4:

Taking Action

Next time we meet, we’ll present you with our customized strategies and solutions. If you’re comfortable with what we’ve discussed, we’ll take the actionable next steps together to begin implementing your plan.

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Step 5:

Regular Plan & Portfolio Reviews

We’ll meet regularly to discuss any changes in your financial needs, primary concerns and progress towards your long-term goals. We’ll adjust your strategies or portfolio as necessary to remain on track with your personal economy and the market.

Interested in Our Process for Business?

Ready to Get Started?

Contact Us

Our Insights

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

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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.