At Charleston Financial Advisors, LLC, our focus is on providing our clients with the advice and assistance they need to make informed decisions about their financial futures.  With so many options to choose from, investing your hard-earned money can be a difficult and overwhelming task. 

We are a Fee-Only financial planning firm.  Charleston Financial Advisors, LLC is pleased to have helped our clients invest in their futures since 1983.

Whether you are just starting to invest or want to rebalance your investments to better reflect your stage of life, we will help you diversify your portfolio to manage risk.  Whether you would like to take a conservative or aggressive approach, our experts will work hard to understand your goals and help you reach them. 

Wm. C. Prewitt was conferred the CFP^(R) mark in 1985.  Bill earned his Master of Science with emphasis in Retirement Planning in 1991.  This is the highest level of educational attainment in the field. Named as one of the 120 Best Financial Advisors for Doctors by Medical Economics Magazine (1998-2007). Named as a biographee in Marquis' Who's Who in America and Who's Who in the World (2000-2007).

Jenny Curran was conferred the CFP^(R) mark in 2005. 

Julia Dyer attained the Paraplanner^(SM) designation in 2002.  


Myles Brandt was graduated from the College of Charleston in 2006 and is working on attaining his CFP^(R) mark.