Best Fiduciary Financial Advisor in South Carolina

Best Fiduciary Financial Advisor in South Carolina

As a physician, you’ve worked hard to build your career — your financial plan deserves the same care. Choosing a fiduciary, fee-based financial advisor means getting advice that’s objective, transparent, and always in your best interest. D.R. Harris & Co., as a fiduciary financial advisor, provides physician specific financial advice for physicians in South Carolina.

Why Fiduciary and Fee-Only Matters

A fiduciary advisor is legally bound to put you first. A fee only advisor relationship removes commissions and conflicts of interest, so every recommendation is focused on your goals — not product sales.

Will an Advisor Really Help?

Yes. The right advisor helps physicians simplify finances, manage investments, reduce taxes, plan for retirement, and make confident decisions with expert guidance.

The season of our lives when we are within 5-10 or retiring and the first 5-10 years post retirement are a critical period in the financial lives of South Carolina physicians as they need to manage the transition from having a fairly steady paycheck to learning how to live off their assets and make the most of their assets.

In can be very beneficial during this period of to work with a guide who has comprehensive knowledge of what investment products and tools are available to meet your needs, where to get them, and how to succesfully transition you from earning a paycheck to turning your assets into a reliable paycheck that meets your needs.

Who We Serve

Although we provide financial advice to physicians throughout South Carolina, some of the main groups who benefit from our advice are physicians at

*** Prisma Health***

***Blue Cross Blue Shield of South Carolina (for retirees with more than $1 million in their 401(k)s)***

*** McLeod Health***

***Roper St. Francis Healthcare***

***Paella Health Management***

***University Medical Associates of the Medical University of South Carolina***

***OBHG Management Services***

***Lexington Health***

***Conway Hospital***

***Anesthesia Associates of Charleston***

***South Carolina Oncology Associates***

***Trident Anesthesia***

***Roper Radiologists***

***Strand Physician Specialists***

***Gastroenterology Associates P.A.***

***AnMed Health Arcis Healthcare***

*** South Carolina Pediatric Alliance***

***UCI Medical Affiliates of South Carolina***

****Low Country Emergency Physicians PC***

***HopeHealth, Midlands Orthopaedics and Neurosurgery***

***Anesthesia Associates of Rock Hill***

****Columbia Nephrology Associates.***

We provide financial advice to physicians virtually over the phone throughout South Carolina — including in

***Greenville, Columbia, Florence, Charleston, Anderson, Georgetown, Spartanburg, Lexington, Easley, Myrtle Beach, Little River***

and other communities across the state.

What to Expect from D.R. Harris & Co.

1. Introductory Call – A short 10 minutes, get-to-know-you phone call to assess whether we are a good fit to discuss things further

2. A Discovery Meeting over the phone – A deep dive into your goals and customized advice.

3. Ongoing Monitoring and Guidance on Securities Investments – If you choose to work with us, we'll monitor your securities investments to help ensure that they continue to be aligned with your goals, in our view, and we'll provide investment advice for any recommended changes along the way

4. Specialized Expertise and Access – Our investment advice is highly specialized for the unique needs of retiring physicians - it is not a generic ETF asset allocation that you might get elsewhere. Are sophisticated expertise will guide our recommendations and you'll have access to us to ask questions along the way.

Why South Carolina Physicians Benefit from working with a fiduciary financial advisor if they are within 5-10 years of retirement?

The 5-10 years before retirement and the 5-10 years post retirement are crticial years for getting things right financially. A major mistake in this period can have long term consequences.

Therefore it is often very beneficial to work with the top physician financial advisor experts available to you, even if they are virtual, because in the age of the internet the world is pretty small and you can access to great advice easily, no matter where you live in the US.

Ready to See the Numbers and Retire on your on Your Terms?

Take the next step toward clarity and confidence and schedule an introductory call with D.R. Harris & Co. today. Click here to request a call.

If you would like to learn more about Daniel Harris or D.R. Harris & Co. you can do so here

Disclaimer: The information in this article is for educational purposes only. D.R. Harris & Co. is not your financial advisor unless you have a signed written advisory agreement with us. You should do your own research and talk to your own professional advisors before acting on any of the information you read about in this article.