Seastrunk Financial Management, LLC is a South Carolina-based Registered Investment Adviser. We are a Fee-Only firm led by CERTIFIED FINANCIAL PLANNER® professionals, serving clients locally and in other jurisdictions where we are appropriately registered or eligible for an exemption from registration.
We provide comprehensive financial planning and investment management tailored to each client’s individual circumstances, goals, and needs.
We’re not just advisors; we’re a family team.
Helping people like you make more informed financial decisions.
Life throws curveballs, priorities change, and financial mistakes happen. The financial rules, tax laws, markets, and your own circumstances can change over time.
That’s where we come in.
To provide thoughtful guidance, disciplined planning, and personalized advice so you can navigate life’s financial decisions with greater clarity and confidence.
We help you identify potential risks and tradeoffs, evaluate important financial decisions, and keep your financial plan aligned with your goals as circumstances change.
The financial world can be noisy. Investors are constantly exposed to headlines, sales pitches, market predictions, new products, and supposed shortcuts to financial success.
And that can make it difficult to separate useful information from unnecessary distractions.
We’re here to help you stay grounded and focused on the things you can control.
As Benjamin Graham once said:
“The investor’s chief problem—and even his worst enemy—is likely to be himself.”
Successful long-term investing generally isn’t about chasing the latest trend or reacting to every headline. We believe it requires patience, discipline, appropriate diversification, and an investment strategy designed around your individual circumstances, objectives, and tolerance for risk.
Managing your financial life is no small task.
It can be complicated. It can be time-consuming. And, frankly, most people would rather spend their time doing something else.
But we enjoy this work.
So, if you’re tired of second-guessing important financial decisions, we’re here to help you evaluate your options, understand the tradeoffs, and make decisions in the context of your overall financial plan.
Identifying potential problems early can sometimes help reduce unnecessary costs, complications, or difficult decisions later.
We’re not a call center.
We’re not a faceless robo-advisor.
We’re a team of two CERTIFIED FINANCIAL PLANNER® professionals, and we work side by side to build and monitor a financial plan based on your life, your goals, and your circumstances.
And we use comprehensive financial-planning technology—eMoney—to help us do it.
A dynamic online dashboard designed to help you see your financial picture in one place
Personalized retirement-income planning that considers investments, withdrawals, taxes, and other financial-planning factors
“What if?” planning: Can I retire at 60? Can we travel every year? Should we sell the house? We can model different scenarios and evaluate the potential tradeoffs.
A secure online vault for organizing important financial documents
And, most importantly, two experienced CFP® professionals helping monitor your plan, evaluate changes, and guide you through important financial decisions
You don’t just get technology.
You get a team—with decades of combined experience, a commitment to plain-English advice, and a focus on helping you make informed retirement and financial-planning decisions.
Every dollar. Every timeline. Every risk.
We break it down together so you can better understand your choices and make decisions with greater clarity.
No guesswork. No gimmicks.
Just a disciplined planning process, personalized advice, and ongoing guidance built around your goals, circumstances, and financial decisions.
That’s why we work as a team.
You benefit from two CFP® professionals collaborating on your financial picture, evaluating alternatives, and helping your plan adapt as your circumstances change.
Let’s run your retirement through eMoney and build a plan designed around the life you want to live.
— The Team at Seastrunk Financial
Conrad Seastrunk, CFP® & Eric Seastrunk, CFP®