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Top 5 Financial Planners: Greenville, SC (KABOOM Awards)

Are you looking for a financial planner in Greenville, SC? A financial planner can help you acheive your financial goals and make sure you are prepared for the future. But how do you find the right financial planner? Our readers voted as part of our annual KABOOM Awards. These are the best Financial Planners in Greenville, SC as voted by our readers.

Best Financial Planners in Greenville, SC

2024 KABOOM Awards

KABOOM Awards Guide

The Top 5 Financial Planners: Greenville, SC

1st Place: Provista Wealth Advisors


  • Professional Planning & Wealth
  • Edward Jones – Leslie Wilkerson
  • Northwestern Mutual – Greenville/Spartanburg, SC
  • Spears Insurance Group
  • Primerica – Jon Vander Hoeck
  • Greg Goff – Sound Wealth Management


Provista Wealth Advisors

SPONSORED 864.696.2410 | 40 W Broad Street Suite 510, Greenville , SC

Best Financial Planner: First Place

At Provista, we want to be the last financial advisor you will ever need.

We care for you as we care for our own families, helping you navigate each decision and walking with you every step of the way.

Our goal is to remove the worry behind wealth management by creating a flexible financial plan and personally leading you through each milestone to accomplish your goals.

We start by creating a financial roadmap to put you on a course to provide for those you care about most.

Our focus is on you, helping you reach your goals and leverage your wealth to have a lasting impact on what matters most.

We want you to be confident that you’re on the right path. Reach out to us, and let’s start a plan.