Get on the Road to Financial Freedom – With a Trusted
Financial Guide

At Bellerophon Wealth Management, we’re inspired by those who dare to be bold, take chances, and make change. No one does this more than a small business owner.

Entrepreneurs pave new roads and build thriving, inspiring communities like our hometown of Charleston, South Carolina. Small business owners are the soul of innovative communities, and we are here to support them on every step of their journey.

A serene lake surrounded by lush green trees, with distant mountains under a pink and purple sunset sky. The water reflects the trees and sky, creating a peaceful, natural scene.

Financial Guidance to Reach Your Dreams

Business owners approach life differently. They need financial planning services that can keep up with their ambition and vision. At Bellerophon Wealth Management, we offer services that help you pave a path to your ideal future, whether that includes business longevity, financial freedom, or something even bigger.

Schedule Your Consultation

Budget & Cash Flow

Start with a clear financial foundation. Track income, expenses, and projections so you always know how much money is in the bank.

Retirement

Invest in your future. Set up, optimize, and maintain retirement accounts for you and your employees, including 401(k)s, SEP IRAs, and SIMPLE IRAs.

Tax Planning

Make smart financial decisions. Implement tax strategies that provide the best benefits for your business and individual tax returns.

Risk Management

Protect what you’ve built. Identify risks and implement strategies like insurance coverage, contingency planning, and business continuity protections.

Estate Planning

Secure your legacy. Align your business and personal assets to ensure a smooth transition of wealth to the next generation or intended beneficiaries.

Exit Strategies

Always think about what’s next. Develop succession plans that help you cash in on your business when you are ready to make a change.

A Financial Partner As Ambitious As You Are

Define Your Dreams. Bring Them to Life.

No business owner is exactly the same. Every entrepreneur has their own unique business model, ambitions, and lifestyle. You need a unique financial plan to match. At Bellerophon Wealth Management, we take an individualized approach to financial planning for every one of our clients. No person is the same, and no financial plan is either.

Take the Reins. Lead With Confidence.

Fears of financial mismanagement can hold small business owners back from chasing their dreams. Concerns about not having enough cash or investments can keep business owners up at night. It doesn’t have to be this way. We empower entrepreneurs to take charge in their business (and life) by providing clear financial planning that squashes stress and increases confidence.

Build Wealth. Leave a Legacy.

Many entrepreneurs launch a business because they want to build a legacy that is bigger than themselves. We help business owners bring their vision to life, and we do it in a way that is always fair and transparent. As a fee-only fiduciary advisor, we succeed only when you succeed. We’re paid a flat rate based on your success and never on commissions. Your success is our shared goal.

Now Is Always the Right Time to Invest in Yourself

Small Business Owners

No business is too small to benefit from financial planning. One of the biggest mistakes small business owners make is thinking they don’t have enough assets to start financial planning.

New Business Owners

The beginning of your business is the best time to think about the future. Don’t wait until you reach a lofty milestone to start financial planning. Today is the best day to get started.

Build Your Business With the Future in Mind

Get on the road to financial freedom. Maximize the investment you put into growing you business, and get the highest return on your hard work. Start personalized financial planning with Bellerophon Wealth Management today.