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1441 Main Street, Suite 1050, Columbia, SC 29201

803-310-6440
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Meet the Team

At our firm, we have the client—and only the client—in mind.

We are confident that with our understanding of our client's goals, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for building lasting relationships and helping our clients navigate life's planned and unplanned events. We feel a deep commitment to our clients and community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients maneuver through a complex financial-services world. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals using the most efficient methods available.

Simms Oliphant

W. G. Simms Oliphant, CRPC®

Managing Director, Financial Advisor

803-310-6441

Katherine Buyck

Katherine M. Buyck, MBA

Managing Director, Financial Advisor

803-310-6442

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We look forward to working with you.