Lowcountry Financial Group

Lowcountry Financial Group is a financial planning firm in Mt Pleasant, SC. As an independent fiduciary planning firm, it serves clients in Charleston and throughout the country. The company provides a complete range of financial planning services, including wealth management, business planning, tax and accounting, and estate and legal services. The firm focuses on helping individuals and families build financial strategies that adapt to evolving life phases and circumstances.

The team at Lowcountry Financial Group brings more than 50 years of collective experience to their work. Financial advisors on the team include Samuel B. Winkler, CPA, CFP, Christopher J. Werden, MBA, Jim Grogan, Zach Anderson, Ginny Wilson, CFP, CRPC, and Mark Fell, AIF. The firm follows a comprehensive approach that addresses all facets of a client's financial situation to create tailored plans. Their service model includes consistent communication through regular meetings and updates to keep clients informed about their financial results and strategy. The office is located at 1040 Ewall Street and operates Monday through Friday from 8:00 AM to 5:00 PM, with Saturday and Sunday appointments available by request.

Lowcountry Financial Group combines over 50 years of collective advisory experience with a dedicated focus on the unique cultural and lifestyle aspects of the Lowcountry region.

Services:

• Business Planning
• Estate & Legal
• Tax & Accounting
• Wealth Management