Where financial futures
emerge and take flight.
Experienced local advisors dedicated to enhancing the wealth management and financial planning process. Discover the difference for yourself.
About Us
Dan Wilson- Financial Advisor
Dan and his Wife Erica have lived in Laurens County for over 10 years with their children Grayson, Erin, and Avery. Although growing up in Indiana, Dan found himself more at home in South Carolina, and has enjoyed living and working in the Laurens community for over a decade. With a B.S. in Church Ministry, Dan has a relationship driven approach to helping people with their financial goals. With close to ten years of industry experience, he and his team are seasoned professionals focused on helping clients manage their assets while planning for the future.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
How can we help?
We recognize that every financial situation is unique. That's why we provide a complimentary introductory call to discuss how we can help you pursue your personal goals. A brief conversation is all it takes to begin your journey with us.
Your Assets. Our Experience.
When was the last time you had a meaningful conversation about your savings, goals, and financial future? If it’s been a while, it's time to seek guidance from a seasoned professional.
Whether you’re a first-time investor, a wealth-builder, or planning for retirement, our team is here to support you. With over 40 years of combined experience in wealth management and banking, we're proud of the positive impact we've made in the lives of our clients. We look forward to the opportunity of helping you pursue your dreams.
Our Three Step Process:
STEP
1
The best value for cost
The more we know about you, your finances, and your goals, the better we can help. Let us show you the Monarch difference!
STEP
2
A tailored approach
We’ll provide a one-on-one personal experience to prioritize your needs, and find a financial strategy that works with your lifestyle.
STEP
3
Planning and Asset Management
Life is always changing, and so are your investments. We’ll be by your side through every twist and turn, helping to keep you on track.