Who We Serve

Business Owners

You built your business from the ground up — and your company and your personal finances are deeply intertwined. Bellerophon is an independent, fee-only fiduciary in Charleston that helps business owners build personal wealth, plan tax-smart, and prepare for the day you transition or sell — so the business you’ve poured yourself into actually funds the life and legacy you want.

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A quiet street in Charleston, South Carolina at dusk, with historic buildings, palm trees, streetlights, and the illuminated steeple of St. Philip’s Church in the background.

Why We Work With Business Owners

Small businesses don’t just drive the economy — they’re most owners’ single largest, and least liquid, asset. We help you diversify beyond the business, set up the right retirement plans, manage taxes year-round, and plan an exit that’s on your terms, not forced by circumstance.

What You’re Really Looking For

You want a strategic partner who:

Understands how deeply your personal and business finances are intertwined

Designs retirement plans that let you and your business save far more, tax-deferred

Knows the tax landscape for owners and helps you navigate it year-round

Coordinates with your CPA and attorney, or connects you to the right ones

Helps you prepare for transitions — succession, a sale, or simply stepping back

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And maybe most importantly, you want someone who speaks your language. No jargon. Just clarity, strategy, and results.

What We Deliver

Holistic, fee-only financial planning built around your life, your business, and the transition between them.

Business Retirement Plans

We consult on SIMPLE IRAs, SEP IRAs, 401(k)s, and cash balance plans — helping you and your key people save far more than a typical plan allows.

Business Succession & Exit Planning

Whether you're transitioning ownership, selling to a third party, or passing it to family, we plan the financial side so the proceeds actually fund your future — tax-efficiently.

Tax Strategy & Coordination

Taxes are likely your biggest expense. We work alongside your CPA on entity structure, retirement-plan design, and timing to keep more of what you earn.

Personal Retirement Planning

You spend so much time investing in your business — who's helping you build wealth outside of it? We make sure your personal plan keeps pace.

Diversifying Beyond the Business

Most of your net worth is tied up in one illiquid asset. We help you build wealth outside the business so you're not betting everything on a single outcome.

Investment Strategy

We align your portfolio with your goals — balancing the risk you already carry as an owner with disciplined, diversified investing.

Because Your Business Deserves More

Let’s build a stronger financial future — for you, your business, and the people who depend on both.

Start Your Journey

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Ready to build a retirement plan that’s as driven as you are? Let’s talk.

Schedule Your Consultation