Fiduciary Financial Advisor Serving Lexington & Columbia, SC
Brightworks Financial Planning is a Fiduciary Financial Planning Firm serving busy high earners and pre-retirees in Lexington, the greater Columbia area, and nationwide.
A Human Approach to Financial Planning
Looking beyond the numbers, our conviction is to explore the conversations behind your plan, understanding your goals and values so your financial strategy reflects who you are and not just what you own.
Clarity in a Complex Financial World
With no shortage of financial information available, what matters is knowing what applies to you. We help filter the noise and translate it into a plan built around your specific situation.
Comprehensive Planning, Built to Adapt
We provide the flexibility and in-depth analysis needed to build a financial plan that works now and evolves as your life and the world around you continue to change.
Why Choose Us?
Brightworks differentiates itself through four core values. As an independent firm, we're unaffiliated with banks or large investment companies, giving us the freedom to choose the best tools, technology, and partners for each client. As a fiduciary, we're unconditionally committed to putting client interests first and disclosing any conflicts of interest up front. Our comprehensive approach goes well beyond investment management, covering cash flow, taxes, retirement, estate planning, and more; with flexible engagement options to match. Our service is provided through a creative lens shaped by an owner who came from outside the industry and a belief that every plan should be tailored to the individual with no cookie-cutter solutions.
