Financial Advisors in Charleston, SC
1240 Winnowing Way
Suite 102
Mount Pleasant, SC 29466
Focus Partners Wealth is your locally based investment advisor in Charleston, SC - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located in Mount Pleasant just over the Cooper River from downtown Charleston, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services in Charleston, SC. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Charleston, SC Team
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Doug Buchan
CFP®
Senior Wealth Advisor
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Janet Gomes
Client Service Specialist
Dig even deeper.
What’s it like to become a Focus client? Download our brochure to learn more.
Enjoy some of our latest resources
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September 28, 2026
Social Security Claims at 62 vs. 67 vs. 70: What High-Net-Worth Retirees Should Consider
Many retirees focus on one question: Should I claim Social Security at 62, 67, or 70? For high-net-worth individuals, the answer often involves far more than maximizing a monthly benefit. Learn how taxes, Medicare premiums, spousal benefits, survivor protection, and portfolio withdrawal strategies can influence the right claiming decision for your retirement.
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September 09, 2026
Registered Investment Advisor vs. Broker-Dealer: How Are They Different?
Choosing a financial advisor involves more than comparing titles or services. Understanding whether an advisor operates as an RIA, a broker-dealer, or both can help you ask better questions about their legal obligations, compensation, and potential conflicts of interest.
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September 01, 2026
Debt: A Burden or a Wealth Creation Tool?
Debt can feel like an obstacle, but when used strategically, it can help clinicians build long-term wealth through thoughtful capital allocation.
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