Palmetto Wealth Advisors, LLC

Palmetto Wealth Advisors is an independent, fee-based financial planning and investment management firm. We offer integrated wealth management and consulting to individuals and businesses seeking the personalized attention that comes from a small, boutique firm. Palmetto Wealth Advisors provides a disciplined, objective, and cost effective approach to helping our clients achieve their unique financial goals and address challenges that may impede financial strength. Our clients choose us because they are seeking a long-term relationship with a professional coach they can trust for their financial wellbeing. We recognize that enlisting an advisor may be one of the most significant decisions ever made because it involves tough questions and discussions about matters that are both extremely personal and important - so we serve as responsible stewards of your resources and are held to the highest fiduciary standards of care. Most importantly, we listen to our clients so that we fully understand their values and priorities and our guidance is based on a deep understanding and integration of their entire financial picture. Whether you are exploring financial planning for the first time or you have been working with someone to help you or your business invest, you realize that the financial decisions you make today can impact you and your family for decades to come. MEET THE PRINCIPAL Sound financial advice requires a depth of knowledge in economics, finance, investments, cash flows, and the ability to analyze a variety of interrelated financial data. Professionals must be skillful at listening to their clients’ concerns, addressing a host of interacting factors, and adjusting to the fluid nature of individual lives. Most importantly, through integrity and diligence the advisor must earn the trust and respect of each client to which they are accountable. Barbara Saylor, CFP® is the founder of Palmetto Wealth Advisors. Barb earned her MBA from the University of South Carolina in 1989 and has a broad background in both individual financial advisement as well as corporate finance. She has enjoyed helping individuals and businesses control and improve their financial positions for over twenty-five years. Prior to becoming a Certified Financial Planner offering financial guidance to individuals and small to mid-sized businesses, Barb had an extensive background in manufacturing finance and cost accounting management in the midlands of South Carolina. Her expertise in budgeting, forecasting, strategic planning, and financial analysis provides a solid framework and far reaching array of skills for addressing individual, estate, and business planning needs. Committed to providing disciplined and unbiased financial counsel to her clients, she is Series 65, 63, and 6 licensed, is a Certified Divorce Financial Analyst (CDFA™), member of the Financial Planning Association (FPA) and The Columbia Rotary Club, serves on the Board of Directors as Treasurer of Girls Rock Columbia, and is a volunteer with the Airedale Rescue Group. On a personal note, Barb enjoys spending time with her Airedales, her husband of over 40 years, Terry, and working on a variety of home renovation projects. Barb is also a trusted advisor for her church where she has served as treasurer for over 15 years. “The financial advisory process involves reflection on your values, open, honest dialogue, teaching, strategic implementation, and constant review. It should not be a daunting task but should bring about order, focus and a refreshing sense of control. We often face uncomfortable issues together, but there is freedom in facing challenges head-on to begin building a stronger future. Clients realize very early in our discussions that I am working in concert with them to help them define and accomplish their goals over the long-term. It is an incredibly rewarding career because every day I have the opportunity to enhance the lives of others. I take that very seriously and greatly value the trust of my clients.”

Address: 1611 Devonshire Drive, Suite 100, Columbia, SC 29204, USA

Phone: +1 803 252 0606
FAX: +1 803 252 0062