Financial Advisor in Greenville, SC

Greenville’s energy and growth are unmatched — and so are its financial opportunities. Cox, Klugh & Company proudly serves Greenville families, professionals, and business owners with personalized financial planning, investment management, and retirement strategies rooted in Upstate values.

Supporting Greenville’s Businesses & Entrepreneurs

Financial Planning for a Thriving Local Economy

• Retirement Plan Solutions: Design and maintain 401(k) and SIMPLE IRA plans that help your Greenville team save confidently for the future.

• Succession & Exit Planning: Create a transition strategy that protects your company’s value and your long-term goals.

• Cash Management: Improve cash flow to support steady, sustainable business growth in a competitive Upstate market.

• Key Person & Liability Insurance: Guard your business from financial loss due to unforeseen events or leadership changes.

Financial Guidance for Greenville Families & Professionals

Helping You Build, Protect & Enjoy Your Wealth

• Retirement Planning: Craft a clear strategy for the future — whether you plan to stay near Falls Park or travel the world.

• Investment Management: Partner with our advisors for a disciplined approach that keeps your portfolio aligned with your goals.

• Estate & Legacy Planning: Coordinate with trusted attorneys to ensure your wishes are carried out and your loved ones are protected.

• College Savings & Family Planning: Start saving early with tax-advantaged 529 plans and personalized education funding strategies.
  

Financial Advice That Understands Greenville

We Know the Upstate — and We Know You

Greenville’s mix of innovation, community spirit, and Southern charm makes it a unique place to live and invest. Our advisors work closely with clients across the city — from downtown professionals and local entrepreneurs to retirees drawn to the area’s vibrant culture.



We understand the financial landscape here, from major employers like BMW, Prisma Health, and Michelin to the city’s growing real estate market. That local knowledge shapes our advice and helps you make confident financial decisions.

Proud to Serve Greenville and Beyond

Your Partner for Lifelong Financial Success

Cox, Klugh & Company serves clients throughout Greenville County — including Simpsonville, Greer, and Travelers Rest — as well as the broader Upstate. We’re just a short drive from downtown Greenville and meet regularly with clients across the region, both in person and virtually.



Wherever you are in your financial journey, we’re here to help you plan with clarity and confidence. Contact us today to schedule a consultation and discover why Greenville families and businesses trust Cox, Klugh & Company.