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Fiduciary Financial Advisors in South Carolina
Our personalized, holistic planning approach empowers you to feel confident in your financial strategy today and throughout every phase of life.
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TRUSTED BY FAMILIES ACROSS THE CAROLINAS
Natalie Bradley
00:52 17 Feb 26
Great service!
eric willimas
21:13 27 Jan 26
I didn't know the difference between index funds and a pine tree when I walked in the door. They were awesome!
Jdamicoaz1 Damico
21:07 27 Jan 26
Josh is such a friendly and helpful individual. I would definitely recommend Capital City financial to anyone looking for help and advice !!
Zara Rabnawaz
00:23 17 Jan 26
The Capital City Finacial Planners Team is the best. They are knowledgeable, trustworthy, helpful and courteous. Try them, you won't be disappointed.
Laura Becker
17:57 21 Dec 25
CCFP has been nothing but professional and helpful from the start at the information dinner. I had a previous advisor that met with me once a year and asked if everything was ok with their investing. That was it. There were tax changes and strategies that I was not made aware of until that dinner. I immediately transfered my funds and started making changes for the tax benefits. I have meetings a few times a year and review specific things that affect my situation. If I have a question, I get a quick and professional response. I highly recommend CCFP for investment management.
Bill Strange
20:19 03 Dec 25
My wife and I have been with CCFP for over 1 year now and are extremely happy we made the move. We were with a major investment firm for many years but as I approached retirement and began to have planning meetings with our advisor about my actual retirement, there seemed to be a disconnect. As we began to research other financial planners we attended a CCFP seminar. After more research and personally meeting with Michael Coleman we felt comfortable making the move to CCFP. Michael listened to our plans and put together a PowerPoint for the next meeting to show us how our plan would work. CCFP also has In-House CPA Tax Service. We have enjoyed and appreciate being able to take monthly income this year from our investments with CCFP and continue to watch our funds grow.
Glen Meyer
21:47 01 Dec 25
We have been with Capital City Financial since Josh went out on his own. He managed our portfolio to ensure that when we retired we would be comfortable. He lived up to his promises. He is a great financial guy and a friend. The staff is outstanding and is always pleasant and helpful.
Gary Shaw
18:51 01 Dec 25
The entire staff at Capital City are very friendly and helpful.
Jason is our main contact. He has managed our account brilliantly! Our bi-annual meeting are always informative and educational. He points us toward sound investments and discusses the different options. Even with the economy acting erratically we have continued to see growth in our portfolio. Definitely recommend Capital City for your financial needs.
Jason is our main contact. He has managed our account brilliantly! Our bi-annual meeting are always informative and educational. He points us toward sound investments and discusses the different options. Even with the economy acting erratically we have continued to see growth in our portfolio. Definitely recommend Capital City for your financial needs.
Larry Maddox
20:16 18 Nov 25
Just joined the Capital City Financial Partners family. Really glad we did. Very impressed with their attentiveness to meet customers desires/needs and provide on target comprehensive guidance.
TribecaDiva
19:04 07 Nov 25
Response from the owner 15:57 17 Nov 25
We’re so grateful you took the time to leave a review! Your feedback means the world to us, and we’re dedicated to delivering the best experience possible. Thank you for helping us improve!
W H
21:44 03 Nov 25
It has been an absolute pleasure working with the team at Capital City Financial Partners. I work directly with Everett, who has been awesome to work with. His knowledge has been very helpful as I moved into retirement, happily taking his time to educate me, helping me gain knowledge around investing to better my retirement experience. Michael Coleman for his insight on option available that benefit my retirement desires and Cheyanne Powell for her patients and help navigating paperwork and technology. The whole team fells more like a family than a client /company relationship. This family atmosphere has been there from the beginning, as they are looking out for my best interest while always asking how I am and my family is doing. I highly recommend Capital City Financial to anyone looking for a local fiduciary, that treats you like family helping to navigate pre-and post retirement and investment planning. Thank you for all you guys do.
Response from the owner 15:57 17 Nov 25
We’re so grateful you took the time to leave a review! Your feedback means the world to us, and we’re dedicated to delivering the best experience possible. Thank you for helping us improve!
Jill Dowse
20:05 27 Oct 25
Response from the owner 15:57 17 Nov 25
We’re so grateful you took the time to leave a review! Your feedback means the world to us, and we’re dedicated to delivering the best experience possible. Thank you for helping us improve!
Jim Bourn
16:42 30 Sep 25
Response from the owner 15:09 03 Oct 25
We’re so grateful you took the time to leave a review! Your feedback means the world to us, and we’re dedicated to delivering the best experience possible. Thank you for helping us improve!
Derek Ferraro
14:44 24 Sep 25
Super professional, easy to get in touch with, and great recommendations! They were wonderful with building my portfolio and knowledge base. Would highly recommend getting started with CCFP!!
Response from the owner 18:09 25 Sep 25
We’re so grateful you took the time to leave a review! Your feedback means the world to us, and we’re dedicated to delivering the best experience possible. Thank you for helping us improve!
Trudy Maddox
16:05 15 Sep 25
We’ve been very pleased with Jason and Michael. They have made us feel extremely comfortable in our plan for the future.
Response from the owner 18:09 25 Sep 25
We’re so grateful you took the time to leave a review! Your feedback means the world to us, and we’re dedicated to delivering the best experience possible. Thank you for helping us improve!
Jim Bigham
18:44 27 Aug 25
I interviewed multiple firms that were competing for my business. I was most impressed by CCFP due to the knowledge and personable approach. Alli Stephen and Adam Smith were both simply outstanding. The services provided have been outstanding so far by everyone in the office. I couldn’t be happier with their professionalism and performance.
Response from the owner 15:40 10 Sep 25
We appreciate your feedback, and thank you for your review. Our goal is to provide the best experience possible!
Cynthia Morgan
17:59 20 Aug 25
They've always listened and have helped me prepare for my good old days. They seem to be good people.
Response from the owner 15:40 10 Sep 25
We appreciate your feedback, and thank you for your review. Our goal is to provide the best experience possible!
Laura Johnson
17:11 15 Aug 25
We have been using Capital City Financial Partners since March this year. Have found them to be very good at investment ideas. Looking forward to using their tax services.
Response from the owner 15:40 10 Sep 25
We appreciate your feedback, and thank you for your review. Our goal is to provide the best experience possible!
Ed Adams
17:35 01 Aug 25
Josh and his team have taken the time to get know me and my comfort level in investing. Over the years Josh has directed my financial plan twords retirement. I am happy to say my retirement is 5 weeks away! Thanks to Josh I can finally retire!
Response from the owner 13:35 07 Aug 25
We appreciate your feedback, and thank you for your review. Our goal is to provide the best experience possible!
Pam Fox
00:34 31 Jul 25
They are really invested in us and our financial goals. They are knowledgeable and give us the guidance to assist us in making the best decisions for ourselves.
Response from the owner 13:35 07 Aug 25
We appreciate your feedback, and thank you for your review. Our goal is to provide the best experience possible!
Rachel Reeves
06:16 09 Apr 24
I recently merged all of my different 401k accounts. This team did a phenomenal job of tackling all the confusing paperwork, explaining things to me and updating me along the way.
I am so happy to have found this company and look forward to continuing to work with them on future financial goals.
I am so happy to have found this company and look forward to continuing to work with them on future financial goals.
Response from the owner 18:09 25 Sep 25
We’re so grateful you took the time to leave a review! Your feedback means the world to us, and we’re dedicated to delivering the best experience possible. Thank you for helping us improve!
Frank Watts
15:20 04 Apr 24
I have been working with Josh and his team for about 10 years. They helped me reach my retirement goals and have continued to advise me on investments and tax strategies post retirement. I have been extremely pleased with their services. They are consistent in being current on the economic climate, professional, friendly, and super responsive. I have actually referred my adult kids as well as close friends to Capital City Financial Partners. From my perspective, that is the ultimate compliment.
Response from the owner 18:09 25 Sep 25
We’re so grateful you took the time to leave a review! Your feedback means the world to us, and we’re dedicated to delivering the best experience possible. Thank you for helping us improve!Disclosure: Rating as of December 2025 and may change over time. Reviews are from a third-party website (Google) and may include both clients and non-clients. No compensation was provided by Capital City Financial Partners in exchange for these reviews. Reviews may not be representative of any one client’s experience. Past performance is not indicative of future results. View all reviews here.
AS SEEN & FEATURED IN
YOUR PATH TO FINANCIAL CONFIDENCE
Your journey begins when you schedule a meeting with us. This first step is all about taking action toward your financial future. This starts the conversation that allows us to learn more about your goals, concerns, and vision for retirement.
In your first complimentary meeting, we’ll gather the details of your current financial plan and examine key areas of retirement planning, including income, taxes, investments, healthcare, and legacy considerations. Using our Capital Confidence Plan, we’ll evaluate your current situation, identify opportunities to improve tax efficiency, and align your investments with your goals and risk tolerance.
In your second complimentary meeting, you’ll receive your Capital Confidence Report Card, which “grades” all areas of your retirement plan. You’ll also be presented with two personalized solutions designed to strengthen your retirement strategy. From there, you can decide to partner with CCFP, take your plan back to your existing advisor, or implement the solutions yourself.
Tax & Retirement Planning
By taking advantage of tax deductions and credits, such as those available on retirement income, you can reduce your tax burden and make the most of your 401(k), IRA, or other retirement accounts while helping you secure a comfortable future.
Personalized Investment Strategies
Whether you’re interested in investing in local businesses or need advice on broader market strategies, we provide the insight and guidance needed to optimize your investments for the long term.
Long-Term Care Planning
We collaborate with you to create a comprehensive plan that includes organizing charitable contributions, helping ensure your family is provided for, and addressing your Medicare and overall healthcare needs.
Meet Our Financial Advisors in South Carolina
The Capital City Financial team serves families and individuals in Columbia, Greenville, and Asheville, offering more than financial advice. Our advisors provide personalized retirement strategies designed to help protect what matters most, so you can start moving forward with clarity, security, and lasting peace of mind.
ATTEND AN
Event
Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
Upcoming Financial SEMINARS:
Estate Planning
March 11 @ 11:30 am - 12:30 pm at City Club of GreenvilleSocial Security and Retirement Planning
March 11 @ 1:00 pm - 2:00 pm at Irmo Library- Columbia
REINVENT YOUR RETIREMENT
Discover how we help individuals and families achieve their ideal retirements.
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