Financial Advisor in Upstate South Carolina

Local Knowledge. Regional Reach. Personalized Guidance.

From the foothills to the city centers, Cox, Klugh & Company proudly serves clients across the Upstate. We help individuals, families, and businesses throughout Anderson, Greenville, Spartanburg, and surrounding communities achieve lasting financial confidence through personalized planning and hands-on support.

Financial Expertise for Upstate Businesses

Helping Local Companies Grow and Transition with Confidence

  • Retirement Plan Management: We design and manage employer-sponsored plans that strengthen your workforce and support employee retention.



  • Cash Flow Optimization: Improve liquidity and investment decisions to keep your business running smoothly through market shifts.


Financial Planning for Upstate Families & Professionals

Building Security, Growth & Legacy for Every Stage of Life

  • Retirement Planning: Create a customized plan to retire comfortably in the Upstate — whether that means more time on the lake or in the mountains.


  • Investment Management: Build and maintain a diversified portfolio aligned with your long-term goals and personal risk tolerance.


  • Estate & Legacy Planning: Work with trusted local professionals to protect your wealth and pass it on efficiently to loved ones.


  • Education Planning: Save for your child’s future using South Carolina’s 529 plans and other tax-smart education strategies.

Advisors Who Understand the Upstate

Local Insight Meets Professional Excellence

Our advisors live and work right here in the Upstate — we understand what drives this region’s growth and what matters most to its families. From manufacturing to healthcare, education, and small business, we tailor strategies around the opportunities and challenges unique to our local economy.



We proudly serve clients throughout Anderson, Greenville, Spartanburg, and nearby towns like Clemson, Simpsonville, and Easley. Whether you prefer in-person meetings or virtual consultations, you’ll receive the same high level of personal attention and care.

A Trusted Financial Partner for Our Region

Helping Upstate Families and Businesses Prosper

Cox, Klugh & Company is committed to helping the Upstate community build lasting financial success through trusted advice and consistent support. Our mission is simple — to make financial planning personal, accessible, and deeply rooted in the values that make this region special.



If you live anywhere in Upstate South Carolina and are ready to take the next step toward financial peace of mind, contact us today to schedule a consultation.