Brightworks Financial Planning LLC

Brightworks Financial Planning LLC is a financial planner in Lexington, SC, serving high earners and pre-retirees across Lexington, the greater Columbia area, and nationwide. The firm offers comprehensive financial planning that goes beyond investment management, addressing cash flow, taxes, retirement, estate planning, and long-term financial goals. As a fiduciary, the firm is committed to placing client interests first, with transparent disclosure of any conflicts. With a focus on personalized strategies, Brightworks emphasizes a human-centered approach, translating complex financial information into clear, adaptable plans tailored to individual values and life stages. The firm has earned a 4.80 rating from 24 reviews, reflecting strong client satisfaction and trust.

Founded by Forest Dutton, a CERTIFIED FINANCIAL PLANNER® practitioner, Brightworks Financial Planning was established with a mission to provide independent, client-focused advice free from product sales pressure. Dutton brings a unique background, having previously worked as a physical therapist before transitioning into financial services. He holds an MBA from the University of SC’s Moore School of Business and a Master of Science in Financial Planning from the University of Georgia. His experience in insurance and healthcare informs a holistic, values-driven approach to financial planning. The firm operates independently, allowing it to select the best tools and partners without affiliations to banks or large financial institutions, ensuring objective, customized guidance for each client.

Located on W Main St in Lexington, SC, the firm serves clients from its downtown office, situated within a commercial corridor known for its historic character and proximity to city services. While no specific nearby landmarks are listed, the office is positioned in the heart of Lexington’s central business district, easily accessible to residents and professionals throughout the region.

Brightworks Financial Planning is recognized for its thorough, well-documented online presence and a website designed for clarity and search engine readability. These strengths support easy access to information and reinforce the firm’s reputation for transparency and professionalism. Clients consistently appreciate the firm’s detailed planning process and the personal attention given to each financial journey.

In a community where financial independence and long-term security are top priorities, Brightworks Financial Planning stands out by combining deep expertise with a personalized, values-based approach, making it a trusted partner for those preparing for the next chapter of life.

Services:

• Comprehensive Financial Planning
• Estate Planning
• Investment Management
• Retirement Planning
• Wealth Management