Means Wealth Management SC

Means Wealth Management SC is a financial planner in Greenville, SC, serving individuals, families, business owners, and institutions with comprehensive wealth management services. The firm offers coordinated financial planning, investment management, and retirement plan services, emphasizing a fiduciary approach that prioritizes clients’ long-term interests. With a history spanning over 90 years, the firm has built its reputation on integrity, independence, and disciplined financial strategy. It serves clients across the region, providing tailored solutions that integrate investment strategy, tax awareness, estate planning, and life goals into a unified plan. While the firm holds a single review with a 1.00 rating, its long-standing presence and detailed online documentation reflect a commitment to transparency and client service.

Founded in 1935, Means Wealth Management is a family-owned, fee-only fiduciary firm that operates with a steadfast commitment to client trust and long-term partnership. The firm’s approach is built on listening, coordination, and research-driven investment management using low-cost, diversified portfolios. It emphasizes a fully integrated model that connects financial planning, tax efficiency, and estate considerations into a single cohesive strategy. The team includes certified professionals such as CPAs, CFP®s, and AIF®s, ensuring expertise across financial disciplines. Clients benefit from personalized service, proactive communication, and a team dedicated to navigating life’s changes with clarity and consistency.

The business is located on Augusta St in downtown Greenville, situated just a short walk from several notable landmarks. It lies about 0.2 miles from Fluor Field at the West End, a prominent stadium, and is within walking distance of the Shoeless Joe Jackson Museum and Baseball Library, the SC Children's Theatre, and nearby schools including Greenville High Academy and Baseball at the West End. This central location places the firm in the heart of a vibrant cultural and educational district.

Means Wealth Management is recognized for its thorough, well-documented business information and a website that is both user-friendly and search engine optimized. These qualities reflect a professional, accessible presence that supports client engagement and trust. The firm’s long-standing history, independent fiduciary status, and emphasis on coordinated planning distinguish it as a reliable partner in financial guidance.

In Greenville, Means Wealth Management stands as a trusted name in financial planning, combining decades of experience with a modern, client-centered approach to help individuals and organizations secure lasting financial well-being.

Services:

• Corporate and Non-Profit Asset Management
• Employer Retirement Plan Advisory Services
• Financial Planning
• Wealth Management