Core Financial Resources | Simple Accounting. Expert Financial Advice.

Business Owners

Entrepreneurship has unique challenges and opportunities. Meeting filing deadlines and collecting the right amount of tax is only the beginning. It doesn’t take long before you begin to wonder how to use loopholes and incentives to your advantage.

Simplify your financial responsibilities with our technology, automation, and concierge-level customer service.
Outsource your accounting department. We’ll handle payroll, cash management, billpay, and tax with a team of experts.
Take advantage of dozens of creative tax strategies we’ve crafted for business owners like you.
Make better decisions with financial reports & advice that provide insight, not just data.

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Individuals & Family

Most people have too many advisors that never talk to each other. They have an attorney, accountant, financial planner, insurance agent, friends, a rich uncle, and the internet. There is surely no shortage of opinions. Filtering through fake news is exhausting.

Coordinate your tax strategy and investment strategy under one roof, with one advisor.
Stop playing the role of “messenger” trying to coordinate multiple advisors.
Clean out the “junk drawer” of financial strategies and accounts.
Simplify and optimize your entire financial situation.
Make more and keep more while doing less.

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Learn More: Financial Planning

A partner with your best interests at heart.

Most accountants are reactive, acting only when you call. Some financial advisors are actually just salespeople pushing the latest product and trying to make the sale. In contrast, Core Financial is a true fiduciary, putting your interests first and giving you proactive, actionable, objective advice that will help you win.

Organization

Often clients are embarrassed with their lack of intentionality and clarity in their financial life. We help restore order as a partner and friend, not as your critic.

Accountability

Life is busy. There are always urgent things that crowd out the important things. We help you prioritize and persevere.

Objectivity

Money is an emotional topic. We help you keep a clear head.

Proactivity

It’s easy to react to life. We help you anticipate and hit life’s curve balls.

Education

We have the heart of a teacher.

Partnership

We work with you, not for you. We care about the outcome and how it impacts your life.

Anderson

1510 N Main St
Anderson, SC 29621

(864) 224-8929

Greenville

3449 Pelham Rd. Suite A
Greenville, SC 29615

(864) 626-5353

Seneca

103 Mountain View Dr
Seneca, SC 29672

(864) 882-1090

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of your financial professional on FINRA's BrokerCheck Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services℠,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management℠ does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Indexes discussed are unmanaged and you cannot directly invest into an index. Past performance is not a guarantee of future results.

Links provided from this web-site are strictly for informational purposes and are not an endorsement or recommendation of the site, company, content, or its sponsoring organization by Avantax or its affiliates. Firm Name provides these links as a convenience to you, and has not tested any software or verified any information found at such sites. Risks are associated with the use of software and the information available on the Internet and you acknowledge and understand these risks before using any of these services.

Avantax Investment Services℠ and Avantax Advisory Services℠ are not affiliated with Wymer Brownlee Wealth Strategies.

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Business Ownership reporting (BOI) under Corporate Transparency Act (CTA)

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We help business owners and individual investors win the tax game and become financially independent.