Cola Wealth Advisors-Lexington SC

Cola Wealth Advisors-Lexington SC is a financial planner in Lexington, SC. The firm provides personalized financial strategies designed to protect client wealth, grow assets, and offer clarity for every stage of life. Services include asset management, financial and estate planning, specialized insurance strategies, and tax-efficient planning. The firm serves individuals, families, business owners, and retirees. It holds a rating of 4.10 based on 23 reviews.

Founded by Rick Mantei, who began his financial career at Merrill Lynch in 1982, the firm has grown into an advisory group with 13 licensed advisors. The team brings more than 200 years of combined industry expertise to its practice. Cola Wealth Advisors serves over 2,600 client families across the country through four branch offices and licensing in 38 states. The firm has operated for nearly four decades, focusing on integrity and client-first values. The Lexington office is staffed by registered representatives and investment advisor representatives, including Katherine G. Nishnic, Lisa Mantei, Matt Hawkins, Hunter Walters-McCarthy, Greer Thomas, Danny Klemm, Jason Jeanquart, Connor Thomas, Darrell Mantei, Tyler Ulness, Matthew Adams, Jennifer Richardson, Jonah Palmer, Corine Bellamy, Fauzia Haque, Deborah McCafferty, Sarah Moore, Brynnan Ashton, Brittany Westrum, Robert Morin, Hannah Gattis, and Joy Suter. The firm maintains flexible service hours, including an annual client Christmas party that has been running for more than 24 years.

The Lexington location is situated at 4580 Sunset Blvd. It sits on Sunset Boulevard, about 0.3 miles from Twelvemile Creek. Meadow Glen Middle School is located approximately 0.4 miles away, and Meadow Glen Elementary School is about 0.6 miles from the office. Fourteenmile Creek runs roughly 0.7 miles from the site.

The firm is known for its positive rating from customers who have reviewed it. With nearly four decades of experience and a team of 13 licensed advisors, Cola Wealth Advisors-Lexington SC provides long-term financial guidance tailored to the specific needs of residents in Lexington, SC.