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Advice and Guidance For a Sound Financial Future

Together, we'll develop a plan customized for you.

We Make Your First Investment Easy

If you’re just getting started with investing for the future, today is a good time to start. Our investment advisors can work closely with you to help you understand the ins and outs of investing and to develop a plan that you’re comfortable with.

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We Focus on Lasting Relationships Built on Exceptional Financial Insight

Having an advisor that understands where you are today, as well as where you want to go in the future, is essential. Your local Financial Consultant will listen closely and help you develop a personalized investment strategy based on your goals.

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An Experienced Team that Puts Your Needs First

At SouthState Investment Services, we have a history of forming long-lasting relationships with our clients. We believe your financial plan should be a reflection of you, balanced around your long term vision. As a trusted partner, we will take the time to listen to your concerns and provide strategic guidance for the months and years ahead. Utilizing time-tested disciplines and current industry research, our team will manage and monitor your investments to ensure your strategy evolves over time and remains aligned with your needs.

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Goal-Based Planning

Let's Prioritize Your Future

We'll listen carefully and help you plan for your most important financial goals.

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Guided Wealth Portfolios

Digital Investing with Advisor Access

Our platform provides the perfect balance of investment independence coupled with access to a trusted Investment Advisor.

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529 Plans

Invest In Your Child's Future

Planning ahead for your child's future educational expenses is one of the smartest investments you can make.

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Wealth Insights

3/2/2023

Tax Efficiency in Retirement

By SouthState

12/30/2021

The Importance of Creating an Estate Plan

By SouthState

1/31/2023

Investment Challenges of the Affluent Investor

By SouthState

9/20/2020

Beyond Retirement: What About Your Other Goals?

By SouthState

12/2/2025

Investing 101: How to Get Started with Confidence

By Maddi Shuler

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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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html 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:
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
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.