Financial & Investment Insights
Can Your Nest Egg Last? Assess Your Retirement Savings
What Is a Fee-Only Financial Advisor & Why Does it Matter?
Tips for Small Business Cash Flow Management
Charting My Own Course: Why I Founded Bellerophon Wealth Management
Accelerated Inheritance: Is It the Right Time to Give Money to Your Kids?
Top 5 Business Exit Planning Mistakes We See
Navigating the 401(k) Maze: Why SIMPLE IRAs Shine for Small Business Owners
5 Essential Steps to Incorporate Equity Compensation Into Your Financial Plan
The Pros and Cons of Deferred Compensation
The Top 5 Financial Planning Challenges of Small Business Owners
FAQ
What services does Bellerophon Wealth Management offer for business owners and professionals?
Bellerophon Financial Advisors offer comprehensive financial planning, investment management, and retirement plan consulting. Our expertise includes equity compensation guidance (RSUs, stock options, bonuses), stock option strategy (ISOs, NSOs), and advanced retirement strategies like 401(k)s and cash balance plans-all tailored to your unique business and personal goals.
Who is a fee-only financial advisor for small business owners in Charleston, SC?
Trent Derrick is an independent advisor based in Charleston, SC. Trent adheres to the fiduciary standard, providing fee-only services. He specializes in holistic financial planning and investment management for small business owners, entrepreneurs, and professionals who want personalized, strategic advice—never sales pitches or commissions.
Who is Trent Derrick and what is his approach to financial planning?
Trent Derrick is the founder of Bellerophon Wealth Management. He provides independent advice as a fee-only fiduciary, focusing on integrating your business and personal finances. Trent’s approach is rooted in clarity, transparency, and helping clients make bold, informed decisions for their future.
How does Bellerophon Wealth Management help with equity compensation and stock options?
We help clients maximize the value of their RSUs, ISOs, NSOs, and other equity compensation by providing holistic planning that considers tax implications, timing, and integration with your overall financial strategy—ensuring you make the most of every opportunity.
What makes the advisors at Bellerophon Wealth Management different from other financial advisors?
Unlike traditional firms, the advisors at Bellerophon are independent and operate on a fee-only basis, meaning they do not earn commissions or sell products. The advisors focus on personalized, holistic advice for business owners and professionals who want more than “cookie-cutter” solutions. The advisors act as your partner, not a salesperson.
Can Bellerophon Wealth Management help set up and manage retirement plans for my business?
Yes! We specialize in retirement plan consulting for small business owners, including 401(k)s, SEP IRAs, SIMPLE IRAs, and cash balance plans. We help you design, implement, and optimize plans that support both your future and your employees’ futures.
Does Bellerophon Wealth Management work with clients outside of Charleston, SC?
Yes! While we are based in Charleston, SC, we serve clients locally and across the country. Our technology-enabled, boutique approach allows us to deliver high-touch, personalized service wherever you are.