Financial Advisor in Anderson, SC

Education is one of the most meaningful investments you can make. At Cox, Klugh & Company, we help South Carolina families build strategic college savings plans that grow efficiently, take advantage of tax benefits, and fit comfortably within their overall financial goals.

Financial Strategies for Anderson Businesses

Helping Local Companies Thrive and Transition

• Retirement Plan Consulting: We design and manage 401(k) and SIMPLE IRA plans to help Anderson businesses attract and retain employees.

• Business Succession Planning: Create a smooth exit or transfer strategy that preserves your company’s value and legacy.

• Cash Flow & Investment Management: Optimize your working capital so your business can grow without financial strain.

• Insurance & Risk Planning: Protect your business against the unexpected with smart, affordable coverage strategies.

Personalized Financial Guidance for Anderson Families

Planning That Reflects What Matters Most

• Retirement Planning: Prepare for the life you want — whether that means relaxing by Lake Hartwell or starting your next chapter.

• Investment Management: Build a thoughtful portfolio that supports your long-term goals through active, intentional management.

• Estate & Legacy Planning: Work with our team and local attorneys to secure your family’s future and preserve your wealth.

• College Savings Plans: Save efficiently for your children’s education with South Carolina’s Future Scholar 529 plan and other options.
  

Local Expertise, Personal Relationships

Financial Advice with a Hometown Touch

We’re not a national chain — we’re your local financial team, right here in Anderson. Our clients appreciate being able to stop by for a conversation, call us directly, and know we understand their community and priorities.

Our advisors are familiar with the financial realities of Anderson — from major employers like AnMed Health and Michelin to the needs of local entrepreneurs and retirees. We combine that insight with professional expertise to help you make informed, confident decisions.

Proudly Serving Anderson County & the Upstate

Financial Partners for Every Stage of Life

Our Anderson office serves clients across the county — including Pendleton, Belton, Williamston, and beyond. Many of our clients come from across the Upstate, drawn to our approachable style and transparent advice.

Whether you prefer to meet in person or virtually, we’re here to help. Contact us today to schedule a consultation and see why Anderson families and business owners trust Cox, Klugh & Company for local, lifelong financial guidance.