Schedule Your Complimentary Meeting With
Capital City Financial Partners
Serving Columbia, Greenville, Charleston, and Asheville
Capital City Financial Partners celebrates countless years of combined experience in the financial services industry.
With CPAs, CFPs®, and MBAs on our team, you’ll receive professional guidance tailored to your unique financial journey.
WE’RE EXCITED TO CONNECT WITH YOU!
Schedule a brief, 15-minute introductory call with Capital City Financial Partners to see if our retirement planning process is a fit for your goals.
TRUSTED BY FAMILIES ACROSS THE CAROLINAS
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!
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!
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!
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!
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!
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!
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!
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 October 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.
YOUR PATH TO FINANCIAL CONFIDENCE
All meetings can be scheduled in person or virtually through Zoom. The Discovery Call is a brief 15-minute conversation designed to determine if CCFP is the right fit. From there, the Initial Connect Visit and Strategic Planning Visit each last about 60 to 90 minutes and provide the opportunity to explore your financial plan in depth.
Discovery Call
- Schedule a quick 15-minute call using the form below.
- We’ll determine if our retirement planning process aligns with your goals.
- Gather basic information about your current financial situation.
Initial Connection Visit
- Meet with us for your first complimentary session.
- Review the details of your current financial plan.
- Explore five key areas of retirement planning:
- Income Planning
- Tax Planning
- Investment Planning
- Healthcare Planning
- Legacy Planning
Strategic Planning Visit
- Attend your second complimentary meeting with our team.
- Receive your Capital Confidence Report Card with grades in each area of retirement readiness.
- Review two personalized strategies designed to strengthen your plan.
- Decide whether to continue working with CCFP, return to your current advisor, or implement the recommendations independently.
Please fill out the form below, and a member of our team will reach out to you shortly.
ready to take
THE NEXT STEP?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
Or give us a call at 803.782.0671
