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Investment & Financial Planning

Providing Advice and Guidance For Your Financial Future

Helping you plan and invest for all of life's challenges

Your Trusted Financial Partners

Using a thorough discovery process and review of your current financial plan, we work to understand what is most important to you, your risk tolerance, your family dynamics and your investment experience. Then coordinating with you and your trusted financial partners, we develop a comprehensive strategy that is customized specifically for your needs and flexible enough to change over time taking into account market fluctuations, developing strategies and your changing life goals.
Unlike some other firms that use standardized solutions and proprietary products, we are free to recommend only the strategies we feel best align with what is most important to you. Utilizing a wide range of investment strategies, our goal is to always provide personalized solutions for your unique financial situation.
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Comprehensive Financial Guidance

At SouthState Investment Services we are focused on providing you with comprehensive financial guidance for all of your investment and financial planning needs. With our experience and in-depth knowledge of the financial markets, we can provide you with a strategic blueprint for how to pursue your goals.
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  • Broker                                                                          LPL Financial Form CRS

    Your Bank (“SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
    Please visit for more detailed information.

    *Please consult your tax-advisor for tax related issues.
    **Products and services offered through LPL Financial.

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:

    The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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