Our Isle of Palms team believes it is important to invest our time to understand what you are working toward before investing your money. Working closely with you, your CPA, attorney and other professionals, we can determine the most comprehensive financial strategy for you and your family. Our team can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. When you reach retirement, we will help you design a distribution strategy that can help you achieve your financial goals, while keeping in mind diversification, asset allocation and taxation.
Our team provides a highly personalized service which focuses on the relentless pursuit of improving clients' lives. All aspects of our team are aligned to help us better understand and meet our clients' unique goals and needs. Our passion for finance and focus on bettering the ones around us make our team the perfect choice for individuals and families looking for comprehensive financial strategies.
Our quest for helping clients began in 2007 when I started a career with Edward Jones as a financial advisor, after graduating cum laude from the University of Georgia with a bachelor's of business administration with a focus on finance. To better serve our clients, I continue to increase my knowledge and have acquired the AAMS™ professional designation in 2009 and the the CFP® certification in 2013.
Due to our comprehensive and personal service, our clients continue to rank us highly. I was ranked among the 2022 Forbes Best-In-State Wealth Advisors and Next Gen Wealth Advisors.
[Source: Forbes.com - April 2022; Data as of 6/30/2021]
In order to help even more families, I have served the firm as a recruiting leader, performance leader and coach for many new and experienced financial advisors. And in order to help our Charleston Community, I have served as the president of the Isle of Palms Exchange Club; Race Chair for the Isle of Palms Connector Run for the Child; and helped with Habitat for Humanity, Toys for Tots and Project Happy Feet with the East Cooper Breakfast Rotary Club.
- Charitable Giving
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
Phone NumberDimi Matouchev at (843) 886-9229
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