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Palmetto Financial Advisors

EST. AUM
$500,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Columbia, SC
CRD Number
Website palmettofa.com
Client types

Overview

Palmetto Financial Advisors is an Aiken, South Carolina–based wealth management team focused on retirees, families, and select organizations. The practice delivers goals-based planning—retirement income design, investment management, tax-aware strategies, estate/beneficiary coordination, charitable giving, and multi-generational family meetings—through a relationship-driven model that emphasizes discretion and long-term alignment. Palmetto’s advisors are affiliated with &Partners, LLC, a dual-registered broker-dealer and investment adviser. Client assets are held primarily at Fidelity’s National Financial Services (NFS), with &Partners providing technology, compliance, trading, and an investment platform that supports both discretionary and non-discretionary approaches.

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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