We are an independent, family-oriented financial services company dedicated to building client relationships. At Keowee Financial Group, our objective is to gather information on your investing experience and performance to date and evaluate your progress toward reaching your financial goals.

Based on current income and asset mix, we can help you establish reasonable financial objectives for your retirement goals. Through an analysis of current assets and insurance coverage, we will assess whether premature death or disability can reasonably be covered.

Financial Guidance

Personalized Financial Plans Dedicated to Fulfilling Your Goals.

At Keowee Financial Group, we will work alongside you while partnering with other members of your financial team to ensure the unity of your overall wealth management plan. Our advisors are also able to work with your attorney to make sure you have the necessary legal documents such as wills, durable powers of attorney, medical powers of attorney, and a living will if necessary, so that, in times of need, your family is able to transfer assets effectively and efficiently.