Are you looking for a family financial planner in Greenville, SC? A financial planner can help you achieve 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 Family Financial Planners in Greenville, SC as voted by our readers.
Best Financial Planners for Families in Greenville, SC
2025 Kaboom Awards Winners

1st Place: Eric Ponder, Edward Jones Investments
Finalist: Kerry Crum, Edward Jones
2024 KABOOM Awards
1st Place: Provista Wealth Advisors
Finalists:
- Professional Planning & Wealth
- Edward Jones – Leslie Wilkerson
- Northwestern Mutual – Greenville/Spartanburg, SC
- Spears Insurance Group
- Primerica – Jon Vander Hoeck
- Greg Goff – Sound Wealth Management




























