By Design Wealth Management

By Design Wealth Management is a financial planner in Columbia, SC. The firm specializes in helping individuals develop sound retirement strategies, with a particular focus on money management to address the concern of outliving one's savings. Services include personalized, hands-on assistance with investing, insurance, estate conservation, and preserving wealth. Specific offerings cover a wide range of investment vehicles such as bonds, common stock, various types of IRAs (Educational, Traditional, Roth, SEP, Simple), brokerage accounts, Treasury bills, government securities, Treasury notes, and variable annuities. Financial planning services encompass retirement plans, tax plans, 401(k) and 403(b) planning, college plans, estate plans, money purchasing plans, and profit sharing plans. Insurance products include disability income insurance, life insurance, long-term care insurance, and employer-sponsored plans.

Scott Robidoux, a Certified Financial Planner, founded the company to educate individuals in an easy-to-understand manner so they can grasp personal finance and pursue their financial dreams. Before entering the financial sector, Robidoux worked as a civil engineer on projects related to traffic congestion and regional flooding. In 2023, the firm hired Elizabeth Shafer as Administrative Service VP, and in 2024, it added Cory Thompson as a full-time financial advisor. Thompson is a graduate of Clemson University with a background in finance and accounting. The team also includes Elijah Richards, a Client Relationship Manager focused on retirement planning with 24 years of experience in the insurance industry, and Ryan Robidoux, who serves as Marketing Coordinator. The firm’s mission is to help clients work toward financial independence through planning, aiming to build long-term, trusting relationships based on education, training, integrity, and client service.

The office is located at 2711 Middleburg Drive, Suite 313 C, in Columbia. It sits on Middleburg Drive, about a quarter mile from Forest Drive and roughly half a mile from Charlie W. Johnson Stadium. The location is also within a short distance of Tiger Field and the Forest Hills neighborhood.

By Design Wealth Management serves clients in Columbia and across the state, maintaining a focus on personalized, long-term relationships. The firm’s approach centers on helping clients identify their goals, determine their risk tolerance, and make suitable financial decisions for their future.