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Fee-Only Financial Advisor in Charleston, SC You Can Trust

Choosing to work with a CERTIFIED FINANCIAL PLANNER TM in Charleston, SC may well be one of the best decisions you ever make for yourself and your family. While too
many people put off the process of beginning a relationship with a financial expert who can give
them ongoing advice about how to invest, save, and spend their money, those who do so early
in life find the benefits they receive over the course of years and decades far outweigh their
expectations. At Twenty Fifty Capital, we value the trust our clients put in us and we want you to
experience the peace of mind that working with a financial advisor in Charleston, SC can bring.
While Twenty Fifty Capital is based in Charleston, they work with families across the United

Invest in Family and Future

What financial topics keep you awake at night? Perhaps you are concerned about how you will
be able to start your kids’ college education out on the right foot when the time comes?. Maybe
you know retirement should be on your mind even though you’re in your 30s and feel like you’re
just getting into the gist of your career path? Or maybe you have a feeling there is money being
left on the table when it comes to your employer’s investment matching opportunities? Whatever
questions have you searching for the “best financial advisors near me,” we at Twenty Fifty
Capital are ready to help you answer them.

Investing is an incredibly complicated area, so much that many people simply ignore the
possibilities rather than taking the time to explore. But with the help of a CERTIFIED
FINANCIAL PLANNER TM professional who is truly on your side, does not have motivations
contrary to yours, and does not extract hidden fees along the way, you can put your money to
work for you while you concentrate on the things most important to you. That is why looking for
a “fee-only financial planner near me” is critical. There are various models for those who invest
on behalf of their clients, and not all of them are what they appear to be at first glance.

From education planning to retirement planning to assessing your employment benefits and
beyond, at Twenty Fifty Capital we prioritize honesty, integrity, and your family’s goals. We will
answer every question to the best of our ability without ever hiding what happens to your
money, and we will give you our best expert opinion on how your financial investments fit your
risk appetite, retirement timeline, and current lifestyle needs. When you look for a “financial planner in Charleston SC,” we want to be the ones you choose to help you provide for your
family’s future in the most responsible, beneficial way possible.

Traditional Firms

$250K+ minimums
Commission based
Hidden fees
Not a fiduciary
Results for shareholders

Twenty Fifty Capital

No account minimums
No commissions
No hidden fees
Results for you

Areas of Expertise

Twenty Fifty Capital is a comprehensive financial planner, with a fee-only compensation system and a fiduciary responsibility owed to its clients. This means that when you get advice from us, you can have confidence it’s in your best interests and not simply an effort to score a higher commission. And that advice is backed up by experience–Colin Moynahan has many years of success behind him in the financial services sector and has appeared as a contributor to many of the nation’s best-known finance news outlets, including the Wall Street Journal, Bloomberg, CNBC, Business Insider, and Marketwatch.

Investing in your children’s education is a massively important responsibility, and it’s easy to make the most of your college savings with the help of Twenty Fifty Capital. Finding a “fee-only financial planner near me” to advise you on education planning may well be the factor that gives your children the freedom to choose their college of choice and attend debt-free.

When is the best time to begin investing for retirement? As early as possible. Talking to a CERTIFIED FINANCIAL PLANNER TM practitioner near you about your employer’s benefits package, additional investment opportunities, and your current lifestyle will help you know what to expect, when you might be able to retire, and what you can do now to provide for your future.

Estate planning with the help of Charleston financial advisor provides great peace of mind, not only for you but for those you love as well. When the inevitable day comes that your wealth is distributed to your beneficiaries, having a clear, legally unquestionable plan in place streamlines the process, saves money, and reduces the strain on your family during an already difficult time.

Why We Are Different From Other Financial Advisors in Charleston, SC

The term “financial planner” is very general and can refer to any number of different professional services providers. A provider who carries the label of “fiduciary financial advisor” has a legal responsibility to prioritize the client’s needs above his or her own–that is, the client can be confident the strategies proposed by the advisor are in their best interests, not the advisor’s.

In the investment world, experience is immensely valuable. Colin Moynahan brings a wealth of education, experiences, and partnerships to every client’s portfolio, and he gets great satisfaction from using those assets to the client’s advantage. For a “fee-only financial planner near me” who is focused on your goals and has the expertise to help you reach them, make your appointment at Twenty Fifty Capital today.