Broker Check

Financial advisor in Myrtle Beach, South Carolina

Helping You Navigate Your Financial Life Along the Coast

When you live in a place like Myrtle Beach, your lifestyle, values, and goals reflect the beauty and pace of our coastal community. At Stonebridge Financial, we understand that managing your finances isn’t just about the numbers—it’s about building a life that feels meaningful, secure, and well-aligned with what matters most to you.

Whether you're building wealth, planning for retirement in Myrtle Beach and the Grand Strand, or looking to simplify your financial picture, working with a financial advisor who knows the area and cares about your story can make a big difference.

Why Local Advice Matters

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.

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

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.