Our mission is to be
OUR BIO:
Magnolia Financial Planning has been a trusted name in financial guidance since its founding in 1998 by CEO Robby T. Bryant, CFP, CEA. With a commitment to personalized financial strategies, we help individuals, families, and businesses navigate wealth management, retirement planning, and investment solutions.
Our team prioritizes integrity, transparency, and a client-first approach, ensuring tailored financial plans that align with your unique goals. Whether you’re planning for the future or optimizing your current financial situation, Magnolia Financial Planning is here to provide expert advice and long-term strategies for financial success.
THE MAGNOLIA VISION
Providing sustainable growth for high-net-worth individuals and businesses
THE VIGILANCE
Researching high-growth, income stocks and maintaining strategies for downside protection while coordinating with the client’s comprehensive financial road map.
THE VERSATILITY
Achieving excellent returns despite pandemics, recessions, wars and rumors of wars
THE VANTAGE POINT
Maximizing the decades of experience of the Magnolia team members
MAGNOLIA IS THE HOME OF THE
MONEY, MAP, GO!
Your customized financial road map that helps you get to your destination.
THE POWER OF A PLAN
At Magnolia Financial Planning, our focus is to make your money work for you. By creating an overall financial plan, your money will be equipped to meet your investment, retirement, and estate planning goals. Your money needs a plan. At Magnolia, you can experience the power of a plan – a plan that will power your future.
YOUR DREAMS
FUEL YOUR GOALS
WEALTH MANAGEMENT
We have more than 25 years of investment experience during good and difficult markets to buy undervalued investments and sell when overvalued, producing excellent long-term results for our clients.
ESTATE PLANNING
We have an estate planning attorney with more than 40 years experience designing wills, trusts, powers of attorney and business contracts to enable your estate to work well with your comprehensive financial plan.
INSURANCE PLANNING
We have an insurance specialist that will analyze your financial plan to see how much insurance is needed and provide you the best policies to meet life, health, disability or property insurance needs.
TAX PLANNING
We have a Certified Public Accountant on staff that oversees all tax planning to make sure that clients’ taxes work well with their overall financial plan. Tax preparation is also offered.
Contact Us
P.O BOX 667
Seneca, SC 29679
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