Independent Financial Advisory Firm in Columbia, SC
Founded in 2017, E.P. Wayne Financial Group is an independent financial advisory firm in Columbia, SC, with an office in Forest Acres, working with individuals, families, and business owners.
Thoughtful planning. Ongoing support. Long-term relationships.
The firm provides retirement planning, wealth and investment management, business retirement planning, insurance, and risk management.
We believe the quality of the advisor-client relationship matters more than the number of relationships we serve. Our focus is on thoughtful planning, ongoing support, and long-term relationships built around each client's circumstances and goals.
Four things that shape how we work
Our Independence
We take pride in being independent advisors who are not bound to any family of funds, investment products or proprietary services. This allows us to evaluate financial and investment solutions based on each client's circumstances rather than being limited to a single company's products or platform. For advisory relationships, we provide services under a fiduciary standard, meaning we are obligated to act in the client's best interest.
Our Technology
We use modern financial planning technology to help clients stay organized, track progress toward their goals, and make more confident financial decisions. We offer timely market insights and provide our clients with 24/7 account access through our online Account View 2.0 website and mobile application.
Our Availability
We believe ongoing communication is an important part of a successful advisor-client relationship. Our office is located in Forest Acres, and we offer flexible meeting options, including in-person, phone, and virtual meetings, to provide ongoing support and accessibility.
Our Relationships
We work professionally and communicate personally. We take the time to listen carefully, understand what matters most to our clients, and provide guidance with the same level of attention and care we would expect for ourselves.
Financial Planning Is Part of the Broader Relationship
Financial planning is part of the broader relationship we provide rather than a separate planning-only service.
Whether you're planning for retirement, managing investments, evaluating a business retirement plan, or looking for an independent second opinion, we welcome the opportunity to learn more about you and determine whether E.P. Wayne Financial Group may be a good fit.
Retirement Planning
Planning for retirement income, investments, and the decisions that come with retirement.
Wealth Management
Managing investments as part of a broader long-term financial strategy.
Business Retirement Planning
Helping business owners evaluate retirement plans and their broader financial role.
Independent Second Opinion
A second perspective can help when you're evaluating an existing financial strategy.