93 Best South Carolina Retirement Companies and Startups

April 24, 2023
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This article showcases our top picks for the best South Carolina based Retirement companies. These startups and companies are taking a variety of approaches to innovating the Retirement industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

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Top South Carolina Retirement Startups

Data sourced from Crunchbase and SemRush.

FinTrust

FinTrust

Crunchbase Website Twitter Facebook Linkedin

FinTrust is a financial service provider offering services like retirement consulting, wealth & asset management.

The Woodlands at Furman

The Woodlands at Furman

Crunchbase Website Twitter Facebook Linkedin

The Woodlands at Furman offers several amenities, independent living, personal care and skilled nursing services for retired people.

The Woodlands at Furman

BSI Companies

Crunchbase Website Twitter Facebook Linkedin

BSI Companies provides retirement planning, employee benefits, workers compensation, risk management and claims administration.

The Woodlands at Furman

Apollon Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Apollon Wealth Management offers risk management, retirement income planning, estate planning, and financial services.

The Woodlands at Furman

The Methodist Oaks

Crunchbase Website Twitter Facebook Linkedin

The Methodist Oaks provides a continuing care retirement community and provider of home care and technology.

The Woodlands at Furman

South Carolina Baptist Ministries of Aging

Crunchbase Website Twitter Facebook Linkedin

South Carolina Baptist Ministries of Aging provides senior adults retirement communities and assisted living facilities.

The Woodlands at Furman

Gateway Retirement

Crunchbase Website Twitter Facebook Linkedin

Gateway Retirement is a financial services company that specializes in providing insurance, wealth management, and retirement planning.

The Woodlands at Furman

Concept HR

Crunchbase Website Twitter Facebook Linkedin

Concept HR offers payroll, administration, benefit provisions, insurance, time and attendance management services.

The Woodlands at Furman

Still Hopes Episcopal Retirement Community

Crunchbase Website Twitter Facebook Linkedin

Still Hopes Episcopal Retirement Community is a non-profit organization that offers amenities that inspire aging adults.

The Woodlands at Furman

Mann Capital Management

Crunchbase Website Twitter Facebook Linkedin

Mann Capital Management is a financial planner that assists families with retirement planning, investments, and risk management services.

The Woodlands at Furman

Big Money Management

Crunchbase Website Twitter Facebook Linkedin

Big Money Management specializes in passive income planning, corporate benefits program, and retirement income planning services.

The Woodlands at Furman

Cummings Wealth Management Group

Crunchbase Website Twitter Facebook Linkedin

Cummings Wealth Management Group provides financial, consulting, retirement planning and advice services.

The Woodlands at Furman

Cambridge Financial and Insurance Group

Crunchbase Website Twitter Facebook Linkedin

Cambridge Financial and Insurance Group is a consultancy that renders employer, personal, retirement, and business planning services.

The Woodlands at Furman

Bishop Gadsden Episcopal Retirement Community

Crunchbase Website Twitter Facebook Linkedin

Bishop Gadsden Episcopal Retirement Community is a non-profit organization that provides retirement community services.

The Woodlands at Furman

Adams Eaddy & Associates

Crunchbase Website Twitter Facebook Linkedin

Adams Eaddy & Associates offers personal and business insurance policies.

The Woodlands at Furman

Capital City Financial Partners

Crunchbase Website Twitter Facebook Linkedin

Capital City Financial Partners is an advisory firm that specializes in retirement planning and investment strategy services.

The Woodlands at Furman

AAP

Crunchbase Website Twitter Facebook Linkedin

AAP provides a broad range of payroll, human resources, workforce management and learning management system services.

The Woodlands at Furman

Palmetto Senior Benefits

Crunchbase Website Twitter Facebook Linkedin

Palmetto Senior Benefits is an insurance agency that provides retirement planning, annuities, medicare advantage, and supplements services.

The Woodlands at Furman

Anchor Investment Management

Crunchbase Website Twitter Facebook Linkedin

Anchor Investment Management is a financial & retirement planning and investment management firm.

The Woodlands at Furman

TerraBella Summerville

Crunchbase Website Twitter Facebook Linkedin

Located in South Carolina, TerraBella Summerville is a person-centered senior living community.

The Woodlands at Furman

Preservation Specialists

Crunchbase Website Twitter Facebook Linkedin

Preservation Specialists provide financial services.

The Woodlands at Furman

Yon-Drake & Associates

Crunchbase Website Twitter Facebook Linkedin

Yon-Drake & Associates provides portfolio management, investment management, data collection and defined contribution planning services.

The Woodlands at Furman

Revolutionary Financial Group

Crunchbase Website Twitter Facebook Linkedin

Revolutionary Financial Group provides asset management, tax management, and retirement income distribution services.

The Woodlands at Furman

Sloan Financial Group

Crunchbase Website Twitter Facebook Linkedin

Sloan Financial Group provides investment and retirement planning servfices.

The Woodlands at Furman

The Finance Couple

Crunchbase Website Twitter Facebook Linkedin

The Finance Couple specializes in retirement planning, financial consulting, insurance, estate, tax planning and wealth management services.

The Woodlands at Furman

Presbyterian Communities of South Carolina

Crunchbase Website Twitter Facebook Linkedin

Presbyterian Communities of South Carolina is a nonprofit organization that offers senior living, nursing care and retirement services.

The Woodlands at Furman

Goepper Burkhardt

Crunchbase Website Twitter Facebook Linkedin

Goepper Burkhardt provides retirement wealth management and planning services.

The Woodlands at Furman

The Cypress of Hilton Head

Crunchbase Website Twitter Facebook Linkedin

The Cypress of Hilton Head is a life plan community that offers resort style living in a glorious seaside setting.

The Woodlands at Furman

Core Advisors

Crunchbase Website Twitter Facebook Linkedin

Core Advisors is a financial consulting firm that offers payroll, cash flow management, taxation, retirement, and estate planning services.

The Woodlands at Furman

Blue Bear Financial

Crunchbase Website Twitter Facebook Linkedin

Blue Bear Financial provides retirement planning, insurance, investment, business valuation, group benefits, and wealth management services.

The Woodlands at Furman

June CPA

Crunchbase Website Twitter Facebook Linkedin

June CPA offers complete tax preparation & planning, audit protection, accounting, payroll & business management advisory services.

The Woodlands at Furman

ASE Financial Advisory Group

Crunchbase Website Twitter Facebook Linkedin

ASE Financial Advisory Group offers financial planning, business consulting, retirement planning, investment and wealth management services.

The Woodlands at Furman

EPS

Crunchbase Website Twitter Facebook Linkedin

EPS is a retirement plan consulting agency that offers employer-sponsored private pension and administration services.

The Woodlands at Furman

JEHM Wealth & Retirement

Crunchbase Website Twitter Facebook Linkedin

JEHM Wealth & Retirement is a financial firm that provides investment, insuarnce, tax management, and retirement planning services.

The Woodlands at Furman

Rogers Tax Advisory Group

Crunchbase Website Twitter Facebook Linkedin

Rogers Tax Advisory Group specializes in retirement planning, investment advisory, e-filing, insurance, and tax preparation services.

The Woodlands at Furman

Sims & Karr

Crunchbase Website Twitter Facebook Linkedin

Sims & Karr provides investments, retirement planning, and insurance services.

The Woodlands at Furman

Dillard Financial Solutions

Crunchbase Website Twitter Facebook Linkedin

Dillard Financial Solutions offers life insurance, annuities, federal retirement benefits, disability and long-term care insurance services.

The Woodlands at Furman

Palmetto Investment Consultants

Crunchbase Website Twitter Facebook Linkedin

Palmetto Investment Consultants offers tax, retirement, asset protection, risk management, financial, wealth and estate planning services.

The Woodlands at Furman

Palmetto Financial Planners

Crunchbase Website Twitter Facebook Linkedin

Palmetto Financial Planners specializes in asset management, investment allocation, retirement planning, and advisory services.

The Woodlands at Furman

Hall Asset Management Group

Crunchbase Website Twitter Facebook Linkedin

Hall Asset Management Group offers tax planning, asset management, and financial planning services.

The Woodlands at Furman

Clemson Area Retirement Center

Crunchbase Website Twitter Facebook Linkedin

Clemson Area Retirement Center is a premier continuing care retirement community with the newly constructed and focus on memory support.

The Woodlands at Furman

Hilton Head Lakes

Crunchbase Website Twitter Facebook Linkedin

Hilton Head Lakes provides real estate, retirement communities, coastal living, and golfing.

The Woodlands at Furman

Riser, Gibbons & Carpenter

Crunchbase Website Twitter Facebook Linkedin

Riser, Gibbons & Carpenter renders litigation support, business consulting, retirement planning, accounting, audits, and taxation services.

The Woodlands at Furman

Keowee Key

Crunchbase Website Twitter Facebook Linkedin

Keowee Key is a retirement community that offers independent living, boating, fishing, golf club, event, and other amenities services.

The Woodlands at Furman

Walker, Higgins & Associates Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Walker, Higgins & Associates Wealth Management provides employee benefits, retirement planning, wealth management, and insurance services.

The Woodlands at Furman

Robert Palmer and Associates

Crunchbase Website Twitter Facebook Linkedin

Robert Palmer and Associates offers bank reconciliation, payroll, tax preparation, bookkeeping, retirement planning, and budgeting services.

The Woodlands at Furman

Primetrust Advisors

Crunchbase Website Twitter Facebook Linkedin

Primetrust Advisors offers financial solutions for individuals and institutions.

The Woodlands at Furman

Kincaid Retirement & Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Kincaid is a full-service financial planning firm.

The Woodlands at Furman

Cascades Verdae

Crunchbase Website Twitter Facebook Linkedin

Cascades Verdae is a continuing care retirement community.

The Woodlands at Furman

Continuum Capital Advisory

Crunchbase Website Twitter Facebook Linkedin

Continuum Capital Advisory offers financial, retirement and estate planning, consulting and wealth management services.

The Woodlands at Furman

Compu-Counting

Crunchbase Website Twitter Facebook Linkedin

Compu-Counting offers taxation, accounting, payroll, bookkeeping, IRS representation, business consulting, and retirement planning services.

The Woodlands at Furman

Conover Consulting

Crunchbase Website Twitter Facebook Linkedin

Conover Consulting provides retirement plans, employee benefits, medical, and life insurance.

The Woodlands at Furman

Embark Capital Solutions

Crunchbase Website Twitter Facebook Linkedin

Embark Capital Solutions renders equipment leasing, account receivable financing, retirement accounts and commercial bridge loans services.

The Woodlands at Furman

Oak Capital Management

Crunchbase Website Twitter Facebook Linkedin

Oak Capital Management provides investment strategy, retirement planning and management services.

The Woodlands at Furman

Summit Hills

Crunchbase Website Twitter Facebook Linkedin

Summit Hills is a real estate company that specializes in retirement and assisted living facilities.

The Woodlands at Furman

P.G. Palmer and Co

Crunchbase Website Twitter Facebook Linkedin

P.G. Palmer and Co render an array of tax management, accounting, payroll, business consulting, financial and retirement planning services.

The Woodlands at Furman

Jones Investments

Crunchbase Website Twitter Facebook Linkedin

Jones Investments is an investment management firm.

The Woodlands at Furman

The McDaniel Corporation

Crunchbase Website Twitter Facebook Linkedin

The McDaniel Corporation offers tax strategies, risk management, and financial planning services to help individuals achieve their goals.

The Woodlands at Furman

Premier Wealth Partners

Crunchbase Website Twitter Facebook Linkedin

Premier Wealth Partners is a financial services company that provides tax planning and investment planning services.

The Woodlands at Furman

Oceanside Advisors

Crunchbase Website Twitter Facebook Linkedin

Oceanside Advisors is an investment planning and advisory firm in the state of South Carolina.

The Woodlands at Furman

Walls Investment

Crunchbase Website Twitter Facebook Linkedin

Walls Investment provides retirement planning, asset allocation, portfolio management, risk management and second opinion services.

The Woodlands at Furman

Myrtle Beach CPAs

Crunchbase Website Twitter Facebook Linkedin

Myrtle Beach CPAs is an accounting firm that offers bookkeeping, consulting, retirement planning, payroll and tax preparation services.

The Woodlands at Furman

Wesley Court Assisted Living Community

Crunchbase Website Twitter Facebook Linkedin

Wesley Court Assisted Living Community is a senior living center that provides healthcare, assisted living, housing, and dining services.

The Woodlands at Furman

Jeter Hrubala Wealth Strategies

Crunchbase Website Twitter Facebook Linkedin

Jeter Hrubala Wealth Strategies provides financial planning, portfolio management, sustainable investing, and risk management services.

The Woodlands at Furman

Double E

Crunchbase Website Twitter Facebook Linkedin

Double E is an insurance company that provides financial and insurance audits, tax efficiency planning, and retirement.

The Woodlands at Furman

Runey and Associates Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Runey and associates wealth management provides proper retirement planning.

The Woodlands at Furman

Burkett Financial Services

Crunchbase Website Twitter Facebook Linkedin

Burkett Financial Services provides investment planning, insurance, education planning, retirement planning & income tax planning services.

The Woodlands at Furman

William Levan Byrd

Crunchbase Website Twitter Facebook Linkedin

William Levan Byrd provides employee benefits, accounting, retirement planning, computer consulting, payroll, and tax management services.

The Woodlands at Furman

Anne Marie Hanna

Crunchbase Website Twitter Facebook Linkedin

Anne Marie Hanna is a full-service CPA firm that offers tax, retirement planning, business and other financial services.

The Woodlands at Furman

Sinclair Financial Solutions

Crunchbase Website Twitter Facebook Linkedin

Sinclair Financial Solutions provides retirement planning, college saving plans, individual preparation, and tax preparation services.

The Woodlands at Furman

South Carolina Public Employee Benefit Authority

Crunchbase Website Twitter Facebook Linkedin

South Carolina Public Employee Benefit Authority is a government administration.

The Woodlands at Furman

Wilson David Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Wilson David Investment Advisors offers wealth management, retirement planning, asset protection, and financial consulting services.

The Woodlands at Furman

Copper Advisors

Crunchbase Website Twitter Facebook Linkedin

Copper Advisors specializes in payroll, taxation, audit protection, retirement plan analysis, and business management services.

The Woodlands at Furman

Atlantic Capital Investments

Crunchbase Website Twitter Facebook Linkedin

Atlantic Capital Investments is an independently owned investment advisory company.

The Woodlands at Furman

Family Legacy

Crunchbase Website Twitter Facebook Linkedin

Family Legacy takes a holistic approach to financial planning, advising clients on various aspects of wealth, business and estate planning.

The Woodlands at Furman

Pearson Investment Management

Crunchbase Website Twitter Facebook Linkedin

Pearson Investment Management is a finance company that offers retirement planning, risk assessment, savings, and investment management.

The Woodlands at Furman

Northbridge Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Northbridge Wealth specializes in designing and implementing financial plans for businesses and financial security and stability.

The Woodlands at Furman

WSG Advisors

Crunchbase Website Twitter Facebook Linkedin

WSG Advisors offer services in investment management, financial planning, retirement plans, insurance and wealth management.

The Woodlands at Furman

Fred Maiden Insurance Agency

Crunchbase Website Twitter Facebook Linkedin

Fred Maiden Insurance Agency is a financial and health services company.

The Woodlands at Furman

Bailley Group Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Bailley Group Wealth Management provides financial services.

The Woodlands at Furman

L. G. Goldstein & Associates

Crunchbase Website Twitter Facebook Linkedin

L. G. Goldstein & Associates offers services in retirement and estate planning, life insurance, health insurance, and employee benefits.

The Woodlands at Furman

TerraBella Greenville

Crunchbase Website Twitter Facebook Linkedin

TerraBella Greenville is a stylish retirement community in Greenville, South Carolina.

The Woodlands at Furman

Dyadic Financial Management

Crunchbase Website Twitter Facebook Linkedin

Dyadic Financial Management provides tax management, retirement strategies, risk management, and business planning services.

The Woodlands at Furman

Carolinas Wealth Management Group

Crunchbase Website Twitter Facebook Linkedin

Carolinas Wealth Management Group is a management firm that offers tax funding, retirement income strategies and business planning services.

The Woodlands at Furman

DeHollander Financial Group

Crunchbase Website Twitter Facebook Linkedin

DeHollander Financial Group renders taxation, asset management, investment guidance, insurance, financial and retirement planning services.

The Woodlands at Furman

Northstar Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

Northstar Financial Advisors is an independent financial services company.

The Woodlands at Furman

Roger W Harrelson

Crunchbase Website Twitter Facebook Linkedin

Roger W Harrelson offers accounting services, bookkeeping, and business consulting services.

The Woodlands at Furman

Arrow & Bow

Crunchbase Website Twitter Facebook Linkedin

Arrow & Bow primarily focuses on offering a wide spectrum of services within investment management, retirement, legacy & financial planning.

The Woodlands at Furman

Magnolias of Santee

Crunchbase Website Twitter Facebook Linkedin

Magnolias of Santee provides retirement living and assisted living services.

The Woodlands at Furman

Foothills Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Foothills Wealth Management provides investment management, retirement planning, wealth strategies, and asset allocation strategies.

The Woodlands at Furman

Baldwin & Associates

Crunchbase Website Twitter Facebook Linkedin

Baldwin & Associates offers bookkeeping accounting, quickbooks, retirement planning, litigation support, taxation, and payroll services.

The Woodlands at Furman

Douglass Financial

Crunchbase Website Twitter Facebook Linkedin

Douglass Financial provides investment strategies, retirement and financial planning, taxation, wealth management, and insurance services.

The Woodlands at Furman

Upstate Professional

Crunchbase Website Twitter Facebook Linkedin

Upstate Professional renders tax preparation, accounting, audits, QuickBooks, and financial planning services for individuals & businesses.

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