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Heartwood Financial Group

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Charleston, SC
CRD Number
Website heartwoodfg.com
Client types

Overview

Heartwood Financial Group is a boutique wealth advisory and planning firm based in Estill, South Carolina, serving individuals, families, and business owners. Its philosophy centers on integrating financial planning, tax-aware investment management, estate planning, and coordination with other professional advisors (CPA, attorneys) to support clients’ life goals. Through its relationship with &Partners, LLC, it offers discretionary and advisory portfolio management using a broad investment platform and access to institutional strategies. The firm emphasizes long-term thinking, transparency in fees, and aligning portfolios with client risk tolerances and aspirations across market cycles.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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