How We Help

Financial Planning

Holistic Financial Planning in Charleston, SC

Because bold futures are built with more than just investment returns.

Your financial life doesn’t exist in silos, and neither should your financial plan. Whether you’re scaling a business, raising a family, or planning for the legacy you’ll leave behind, true success comes from seeing the full picture. At Bellerophon Wealth Management, financial planning means integrating every piece of your life into a cohesive, flexible strategy.

This isn’t one-size-fits-all advice. It’s a living blueprint, designed around your goals, refined by data, and powered by intention.

As a financial advisor in Charleston, SC, we offer holistic financial planning that aligns every aspect of your wealth with the life you want to lead.

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What We Cover

Tax Planning
From reducing your taxable income today to planning for tax-efficient withdrawals in retirement, we bring strategies that support your long-term goals. We partner closely with CPAs to help make sure nothing slips through the cracks.
Retirement Planning
For entrepreneurs and high earners, the typical retirement route doesn’t always cut it. We design retirement strategies that fit your timeline, including cash balance plans, a business exit, or early financial independence.

Risk Management
Risk is unavoidable. But unmanaged risk? That’s optional. We help you assess your current coverage, identify blind spots, and implement protection strategies (like insurance) that align with your overall financial plan.

Estate Planning
We help transfer your assets according to your wishes, tax-efficiently, privately, and with meaning. Working alongside your estate attorney, we help structure your legacy with clarity.

Cash Flow Planning
Know where your money goes and where it should go. We help clients organize spending, structure business income, and optimize savings to move toward financial freedom with confidence.


Education Planning
You want to set your kids up for success without derailing your own goals. We help you plan ahead with the right tools for education savings, from 529s to more flexible approaches.


Specialized Offerings for Entrepreneurs and Executives

You’ve worked hard to earn your equity. Now let’s make sure it works hard for you.
RSU & Stock Option Strategy
We help you decode your compensation plan so you know when to exercise, how to reduce taxes, and how it fits into your broader portfolio.
Cash Balance Plans
Looking to expand your retirement savings while reducing taxable income? We design and implement cash balance plans for high-earning business owners who want to play smarter, not just harder.

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Bellerophon financial planning charleston SC

Why It Works

As an independent financial advisor who puts your best interests first, we’re not here to push products. We’re here to help you make decisions that serve you. No commissions. No sales quotas. Just qualified guidance you can value from a partner who’s in it for the long haul.

We proudly offer investment consulting and financial planning in Charleston, SC, with a commitment to deep relationships, full transparency, and bold, independent strategy.

Start Your Journey

Let’s create a financial future that fits your life and stretches your potential.

Schedule Your Consultation

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