Bellerophon Wealth Management

Bellerophon Wealth Management is a financial advisor in Charleston, SC. It operates as an independent, fee-only fiduciary firm serving small business owners and professionals who are building wealth and legacies. The firm provides customized financial planning that integrates personal and business finances, along with long-term, tax-conscious investment management. Specific services include retirement planning for business owners, covering the implementation and optimization of 401(k)s, SEP IRAs, and SIMPLE IRAs. The firm also offers equity compensation guidance for RSUs, bonuses, and stock options, as well as stock option strategy for ISOs and NSOs. Clients can verify the background of the investment professionals associated with the firm through FINRA’s BrokerCheck.

The business was founded on the principle of putting the client’s best interests first without compromise. The founder stepped away from traditional financial firms to create a practice free from quotas and sales pressure. This independence allows the firm to choose clients based on alignment and integrity rather than account size, set transparent fees, and recommend strategies solely because they are the best fit. The approach is designed for individuals and business owners who require advice that is both personal and practical, reflecting their specific values and ambitions.

Bellerophon Wealth Management is located at 1032 Savannah Hwy in Charleston, SC 29407.

The firm holds a rating of 5.00 based on 9 reviews, reflecting a solid reputation among the customers it has served.

Bellerophon Wealth Management provides independent, fee-only fiduciary advice to Charleston professionals and business owners, focusing on transparent strategy and personalized financial planning.

Services:

• Financial Planning
• Investment Management
• Small Business Retirement Plan Consulting