Independent Financial Planning for Bold Futures

Start Your Journey

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"The hero’s journey is never linear. But with the right guide, every turn leads somewhere meaningful."

At Bellerophon Wealth Management, we work with those who refuse to settle for ordinary. Small business owners. Individuals who are building both wealth and legacies. Like the mythic hero who tamed Pegasus, our clients are ready to take the reins of their financial lives with clarity, courage, and conviction.

As an independent, fee-only fiduciary financial advisor, we offer transparent, collaborative advice rooted in years of experience and personal attention. Scaling a business? Navigating equity compensation? Preparing for a fulfilling retirement? Whatever your goal, our goal is to support your vision with informed guidance and holistic financial planning every step of the way.

Based in Charleston, South Carolina, with its deep roots and daring spirit, we blend tradition with momentum. Our mission is simple: help you make bold moves backed by intelligent, independent strategy.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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Financial Planning Grounded in Strategy, Lifted by Vision

What We Do (and Why It Works)

Financial Planning, Built Around Your Story

We craft customized financial plans that integrate your personal and business finances—because your life isn’t compartmentalized, and your strategy shouldn’t be either.

Investment Management for Visionaries

Portfolios that are long-term, tax-conscious, and risk-aware, managed with your values, time horizon, and bigger picture in mind.

Retirement Planning for Business Owners

You’ve built something meaningful. Now let’s preserve and scale it. We help implement and optimize 401(k)s, SEP IRAs, SIMPLE IRAs, and more, so you and your team can retire with intention.

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Strategies
for the Bold & Entrepreneurial

If you’re navigating equity comp, complex tax questions, or want to push beyond the traditional retirement box, you’re in the right place. Every service is delivered with transparency, intentionality, and a deep respect for your time.

Equity Compensation Guidance

Make the most of RSUs, bonuses, and stock options with holistic planning that integrates every detail.

Stock Option Strategy

We help you decode ISOs and NSOs with seasoned, strategic insight.

Cash Balance Plans

Go beyond traditional retirement tools and build a powerful, tax-advantaged savings engine designed for successful entrepreneurs.

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"We’re not for everyone. We’re for the ones who want to do it differently."

Who We Work With

We serve a select group of small business owners who want a partner, not a product. You may be:

Building a business you love

Sitting on complex equity comp and unsure how to optimize it

Growing your family, your wealth, and your legacy

Tired of “cookie cutter” financial advice that doesn’t fit your life

If that's you, we should talk.

Start Your Journey

Let’s Talk About Possibilities. Your goals are unique. So is our approach.

We meet you where you are, listen deeply, and build from there. No jargon. No pressure. Just a conversation about what’s possible.

Ready to take the reins?

Schedule Your Consultation

“We’re honored to partner with ambitious, thoughtful clients who want more than just investment advice—they want a true guide.”

-Trent Derrick

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Clients Testimonials

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“We help you make the most of your RSUs, stock options, and bonuses, optimizing their impact within your broader financial picture. We help you make the most of your RSUs, stock options, and bonuses.”

Simon E. Abbey

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Simon E. Abbey

Your Story, Elevated.

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Financial planning gives you the opportunity to live well, both now and in the future.

At Bellerophon Wealth Management, we bring structure to vision, heart to strategy, and depth to every conversation.

Whether you’re planning for the next chapter or rewriting your entire financial narrative, we’re here to guide you.

Start Your Journey

Let’s build something extraordinary.

Schedule Your Consultation