Financial Advisor in
Myrtle Beach, SC

Independent, locally owned financial guidance for families and retirees across the Grand Strand, built on coordinated planning for your income, investments, taxes, and legacy.

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30+ YearsAdvising Grand Strand families

Local OfficeServing Conway and Horry County

Fiduciary AdviceAdvisory guidance in your interest

Coordinated PlanningIncome, Tax, and Legacy Planning together

A Financial Advisor Who Lives and Works on the Grand Strand

Stonebridge Financial Group, LLC is an independent, locally owned advisory firm based in Myrtle Beach, South Carolina. Our office sits at 1200 48th Avenue North, and the families we serve are our neighbors across Horry County and the wider Grand Strand. When you work with us, you work directly with an advisor who knows the community, not a call center in another state.

Independence shapes how we advise. Because Stonebridge is not tied to a single product line, our recommendations start with your goals and your timeline rather than a sales quota. We coordinate the pieces of your financial picture, your retirement income, your investments, your tax strategy, and your estate plan, so each decision supports the others instead of pulling in different directions.

Whether you are approaching retirement, changing jobs, or simply want a clearer plan for what you have built, our work begins with a conversation. We take the time to understand where you are and where you want to be, then build a strategy you can understand and revisit as life changes.

Why Working with a Local Advisor Matters

The Grand Strand is a retirement destination, and that brings financial questions that a generic plan rarely answers well. Coordinated, local advice helps you make confident decisions in the years when the stakes are highest.

Retirement Can Last Decades

A 65-year-old today can expect to live roughly 20 more years on average, according to the Social Security Administration. Planning income to last that long, through changing markets and rising costs, is one of the central challenges of retirement.

Most Households Feel Behind

The Federal Reserve's Survey of Consumer Finances shows retirement savings are uneven and often fall short of what households expect to need. A clear, written plan replaces guesswork with a path you can measure against.

The Decisions Compound

When to claim Social Security, how to draw down accounts, and how to manage taxes in retirement are decisions that interact. Handled together rather than one at a time, they can meaningfully shape the income you keep.

Life on the Coast Has Its Own Needs

Second homes, relocation, and planning for family in two states are common here. An advisor who understands the local picture can help you align your plan with how you want to live on the Grand Strand.

Coordinated Financial Planning

How We Help Grand Strand Families

Retirement, investments, taxes, and legacy decisions tend to overlap. We bring those pieces together, then focus on the area that needs attention now.

01

Retirement Planning

A plan for the income you will draw, the timing of Social Security, and the lifestyle you want to maintain through a long retirement.

Explore retirement planning

02

Investment Management

Portfolios built around your goals and comfort with risk, reviewed as markets and your circumstances change over time.

See our investment approach

03

401(k) Rollover Guidance

Review the available choices when you change jobs or retire, and consider how workplace savings fit into the rest of your plan.

Review rollover options

04

Roth Conversion Planning

Look at whether converting to a Roth fits your tax picture, weighing today's tax cost against the flexibility it may provide later.

Consider a Roth strategy

05

Tax Planning

Coordinate income, investments, and withdrawals with attention to the taxes you may pay over time, not simply in one calendar year.

Explore tax planning

06

Estate Planning

Organize how assets may pass to the people and causes important to you, while coordinating financial decisions with your attorney.

Think ahead on legacy

Why Families Choose Stonebridge Financial

Choosing an advisor is really a decision about whom to trust with your family's future. Our value comes from experience, independence, and a standard of care that keeps your interests at the center of the advice we give.

We are a locally owned Myrtle Beach firm with the backing of a national partner, so you get a personal relationship here on the Grand Strand and the resources of an established broker-dealer and registered investment adviser.

Advice in Your Best Interest
Our advisory recommendations are made in your best interest, built around your goals rather than product sales.
Backed by Osaic Wealth, Inc.
Securities and advisory services are offered through Osaic Wealth, Inc., Member FINRA/SIPC, and a Registered Investment Adviser.
Rooted in Myrtle Beach
We live and work where our clients do, and we meet with you in person at our office on 48th Avenue North.
Coordinated, Not Piecemeal
Investments, retirement, tax, and estate strategy are managed together, so the parts of your plan support one another.

Dennie R. Lewis, CLU^®, ChFC^®, CASL^®

Owner & Independent Financial Advisor

An advisor for more than three decades, Dennie spent 32 years with Northwestern Mutual before founding Stonebridge Financial Group as an independent firm. He holds the CLU, ChFC, and CASL designations from The American College of Financial Services.

Dawn Lewis

Stonebridge Financial Group

Dawn is part of the Stonebridge team that supports clients across the Grand Strand, helping families stay organized and connected as their plans move forward.

Areas We Serve

Stonebridge Financial Group is based in Myrtle Beach and works with families throughout the Grand Strand and Horry County. We also serve clients across the country through secure video meetings, so you can work with us from wherever you are.

Myrtle Beach
North Myrtle Beach
Surfside Beach
Conway
Carolina Forest
Socastee
Little River
Murrells Inlet

1200 48th Avenue North, Suite 202
Myrtle Beach, SC 29577
843-839-3836

Let's Build a Plan That Fits Your Life on the Grand Strand

If you want clear, coordinated guidance from an advisor who knows Myrtle Beach, we would welcome a conversation. There is no pressure, just a chance to talk through where you are and what you want next.

Prefer to talk now? Call 843-839-3836

Ready when you are.

Request a Consultation

We serve clients throughout South Carolina and North Carolina, in person and by secure video.

Frequently Asked Questions

What does a financial advisor in Myrtle Beach do?

A financial advisor helps you plan for the goals that matter most, such as retirement income, investing, taxes, and passing on what you have built. At Stonebridge Financial Group, we coordinate these areas into one plan and meet with you regularly to keep it on track as your life and the markets change.

Do you only work with clients in Myrtle Beach?

Our office is in Myrtle Beach and we serve families throughout the Grand Strand and Horry County. We work with clients who reside in South Carolina and North Carolina, and we meet both in person and by secure video for clients across the country who prefer to connect remotely.

What makes Stonebridge an independent firm?

Being independent means we are not limited to one company's products. Our recommendations start with your goals, and we have access to a broad range of options to help you reach them. Securities and advisory services are offered through Osaic Wealth, Inc., Member FINRA/SIPC, and a Registered Investment Adviser.

When should I meet with a financial advisor?

Common moments are nearing retirement, changing jobs, receiving an inheritance, or simply wanting a clearer plan for what you have saved. There is no minimum life stage to start. A first conversation helps you understand where you stand and whether our approach is a good fit for you.

How do I get started with Stonebridge Financial?

You can request a consultation through our contact page or call our Myrtle Beach office at 843-839-3836. We will set up a time to learn about your situation, answer your questions, and outline how we can help. There is no obligation to move forward after that first conversation.

Why Local Advice Matters

Big financial firms may have broad resources, but they often miss the local nuances that shape your everyday life. As a Myrtle Beach-based financial planner, we understand how local tax considerations, housing trends, and community values impact your planning in Horry County. We're not just financial advisors—we’re your neighbors. And that means we’re here when you need us, with advice that’s grounded in where you live and how you live.

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What We Can Help You With

As an independent financial advisor and planning team, we take a personalized approach to every conversation. No off-the-shelf solutions—just thoughtful planning tailored to you. Here’s what we offer:

Retirement Planning – We’ll work with you to explore what retirement in Myrtle Beach could look like and help you organize your resources to support your lifestyle goals.
Investment Strategies – Based on your comfort level and timeline, we help build a strategy that reflects your objectives and adjusts over time as your life evolves.
Tax-Aware Planning – We take into account ways to help you be mindful of taxes and preserve more of what you’ve worked hard to earn.
Estate Plan Coordination – We help you think through how to prepare for the future, coordinate with your attorney, and plan for how you'd like your legacy to be managed.
Education Planning – If you're thinking ahead for kids or grandkids, we can help create a strategy that supports those important milestones.
Insurance Reviews – We’ll review your coverage to make sure it fits your life today and protects what matters to you.

What Makes Stonebridge Financial Different

Working with us means building a relationship—not just checking in once a year. We take the time to listen to what really matters to you and then craft a plan that feels right for your life. And as life changes, your financial plan should evolve with it. We're here to check in, answer your questions, and adjust your strategy as needed.

We also believe in making financial guidance accessible. Whether you’re exploring our financial planner website for the first time or ready to sit down face-to-face, we aim to make the process comfortable and down-to-earth.

Frequently Asked questions

How often do we meet?
That’s up to you. Some people like quarterly check-ins, others prefer annual updates unless life throws them a curveball. We're flexible based on what feels helpful for you.

What should I look for in a financial advisor?
Credentials like CFP® or ChFC® are a great starting point. Beyond that, you want someone who listens well, explains clearly, and makes you feel at ease discussing your goals and concerns.

Do you have a minimum to work with you?
We work with individuals and families at a variety of financial stages. Whether you're just starting out or entering retirement, what matters most is whether we're a good fit for your goals.

Do you work with clients outside of Myrtle beach?
We do! We serve the Grand Strand area, including Conway, North Myrtle Beach, Little River, Surfside Beach, Georgetown, and all of Horry County.

Financial Advisor in Myrtle Beach, SC