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Welcome

Our business is built on a foundation of thoughtful client relationships.

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Your Future is Important to us.

Financial Planning

We create strategies that are tailored to your needs and goals.

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Portfolio Managment

Years of experience have prepared us to guide you through your life transitions.

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Business Solutions

From startup to passing your business on to the next generation, we’re here to help at every stage.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Christopher A. Rhyne, CFP®

Faith, family, and community are strong themes in Chris Rhyne’s personal life. These pillars anchor his work life with equal strength.

Chris, who is a graduate of The Citadel, started his Financial Planning Firm in 2002 after working in banking and human resources.  He had a strong desire to move back to his hometown of Lincolnton, and open a financial services business. “I decided to get into financial services because it aligned well with my natural strengths,” he says. “I love to help others, and I truly want to make an impact on people’s lives.” For Chris, this was the career path that allowed him to lead and to give back in a meaningful way.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.