Personal Wealth Management

We provide our clients with financial security through wealth management with integrity, professionalism, and a caring touch.

What We Do


Our company is built on a solid foundation of excellent client service and in-depth industry knowledge.

We believe that advising without coordinated planning is taking a short cut. We believe people shouldn’t take short cuts with one of the most important pieces of their lives. We believe the most powerful thing you can control in your planning is not taking a shortcut.

Providing our clients financial security through coordinated planning is what we do. Guiding them on the course to achieve what is most important in their life is who we are.

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To schedule a meeting with Bobby, please click here.

Contact Us

Our Starter Kit

Through Bobby’s experience working with clients since 1990, he has developed a unique financial planning process called The Beacon Experience.

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Wealth Management

Our company provides our clients financial security through wealth management with integrity, professionalism, and a caring touch.

Wealth Management Services

Market Updates

Co-authored by Brad McMillan and Sam Millette at Commonwealth Financial Network.

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Community Involvement

Chamber Music Charleston. www.chambermusiccharleston.org

Lowcountry Food Bank. www.lowcountryfoodbank.org

Lowcountry Orphan Relief. www.lowcountryorphanrelief.org

Crisis Ministries. www.crisisministries.org 

Communities in Schools. www.communitiesinschools.org

Carolina Youth Development Center. www.cydc.org

Lowcountry Open Land Trust. www.lolt.org

John vonLehe Roper Cancer Fund. www.rsfhfoundation.org

East Cooper Land Trust. www.eastcooperland.org

Operation Hope. www.operationhope.org

Boy Scouts of America. www.scouting.org

Thyroid, Head and Neck Cancer (THANC) Foundation. thancfoundation.org

The Slade Dozier Foundation. sladedozierfoundation.org

The Nick Price Foundation. www.nickpricefoundation.org

LOWVELO Bike Ride for Cancer Research. lowvelo.org

The Leukemia & Lymphoma Society. www.lls.org

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Dial-in number: (843) 405-0229

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