Broker Check

Our Team


Bryan is a Fee-Only Wealth Advisor who is dedicated to understanding his client’s financial concerns. Click on "Read more"

*Bryan has no broker dealer relationship with LPL Financial and receives no commission from any source.*

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Edward "Ed" Carlton

Investment Representative


Ed has over 22 year’s experience in the financial industry. Having seen many up and down markets over the years, he is able to give a comprehensive perspective on the capital markets and how to best position clients toward their...

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Chrissy Silva, CLTC

Director of Client Service | Insurance Specialist

(843) 376-3544

Chrissy is originally from North Carolina and has lived in the Charleston area for over 25 years. She serves as our Operations Manager and has 23 years of experience helping clients. Chrissy has an Associate’s Degree in Accounting...

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