Muncaster Financial Group

Muncaster Financial Group is a financial planner in Greenville, SC, offering carefully tailored financial planning solutions to high net worth individuals, families, business owners, and professionals. The firm specializes in comprehensive services including 401(k) planning, defined benefits, profit sharing, SIMPLE, SEP, and cash balance plans, helping clients build and protect wealth. With over 90 years of combined industry experience among its team, Muncaster Financial Group focuses on long-term, personalized strategies to meet clients’ unique financial goals. The firm serves clients throughout Greenville and the surrounding Upstate SC region, emphasizing trust, expertise, and sustained relationships.

The firm was founded in 2005 by Richard Muncaster, AIF®, LUTCF®, who serves as President and CEO. With three decades of experience as a financial advisor, Richard established the firm to meet the growing need for independent, service-based financial planning. He is a registered representative of Cambridge Investment Research, Inc., and an investment advisor representative with Cambridge Investment Research Advisors, Inc., holding designations including Accredited Investment Fiduciary (AIF®) and Life Underwriter Training Council Fellow (LUTCF®). He also maintains licenses in life, accident and health, and property and casualty insurance, allowing for a holistic approach to financial planning. Richard is deeply involved in the Greenville community, supporting organizations such as Meals on Wheels of Greenville, The Meyer Center for Special Children, and the American Heart Association.

Muncaster Financial Group is recognized for its strong ethical standards, having been awarded the 2025 Torch Award for Ethics by the Better Business Bureau of Upstate SC, a distinction based on character, culture, customer service, and community impact. The firm is known for delivering consistent, well-documented information and maintaining a high level of transparency and reliability in its operations. This commitment to integrity and comprehensive service strengthens its standing in the local financial planning landscape.

In Greenville, Muncaster Financial Group stands out as a trusted partner for those seeking thoughtful, independent financial guidance rooted in experience, ethics, and community engagement.

Services:

• 401(k) Planning
• Comprehensive Financial Planning Services
• Employer-Sponsored Retirement Planning
• Philanthropy
• Private Wealth Planning