Affluence Financial Group is a financial consultant in Charleston, SC. The firm provides comprehensive financial planning and strategies designed to meet the specific goals and needs of each client. Their services focus on holistic wealth management and long-term strategies intended to safeguard wealth for generations to come.
The firm utilizes a team-based approach to simplify the complexities of finance through a refined, client-first process. This includes the use of eMoney financial planning to align short-term and long-term goals while monitoring and managing evolving needs. For over three decades, the team has focused on creating better financial outcomes by building lifelong relationships founded upon accountability, ethics, and credibility. Senior Partner Clark “Corky” Ullom brings over 40 years of experience in the financial services industry to the practice and is a member of the MetLife Hall of Fame.
Located on Calhoun Street in Charleston, the office is situated near East Bay Calhoun Park and the Susie Jackson Freedom Memorial Garden. The site is also a short walk from The Borough Houses and The Liberty Tree memorials.
Affluence Financial Group is recognized for its commitment to professional excellence and its long-standing history of serving clients with integrity. The firm is known for its thorough approach to wealth management and its dedication to providing clarity and solutions for families and businesses.
Through decades of dedicated service, Affluence Financial Group continues to provide the essential planning and strategies needed to manage wealth in Charleston.
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