Graves Wealth Management

Graves Wealth Management is a financial planner in Greenville, SC. The firm provides wealth management, financial planning, and investment management services, tailoring portfolios to meet individual investment objectives and risk tolerances. They also specialize in retirement planning, utilizing expertise in social security, Medicare, and retirement income needs, as well as providing financial education to help clients understand the fundamentals of personal finance.

The firm is led by Dana Graves, CFP®, MPAS®, CRPC®, and Luke Graves, CFP®. While the Greenville office is a recent addition to the community, the team brings a 25-year history of experience to their practice. Their approach emphasizes tax awareness, working to optimize tax liability alongside trusted tax advisors, and utilizing state-of-the-art technology to provide secure, accessible account portals. As independent investment advisors, they maintain the flexibility to invest in various market sectors, including index funds, mutual funds, ETFs, individual stocks, bonds, and alternative investments.

Located on Lavinia Ave, the office is situated near the City Summary Court and is a short drive from the Greenville County Law Enforcement Center. The location is also close to the intersection of North Academy Street and East North Street.

The firm is recognized for its high level of service, maintaining a 5.00 rating from client reviews. The team is characterized by their commitment to excellence and their dedication to helping clients navigate their unique financial journeys through professional expertise and ongoing, active management.

Graves Wealth Management provides dedicated financial planning and investment strategies to the Greenville community.

Services:

• Comprehensive Financial Planning
• Financial Education
• Investment Management
• Retirement Planning
• Tax Awareness