You have a desire for more and want to have the confidence that you have a team of people working for you to help guide you on your journey to retirement, we will likely be a good fit. So, let’s connect, call our office for a conversation and let’s get working together for your financial future.
If you seek confidence and a dedicated team guiding your journey to retirement, we’re likely a great fit. Reach out for a conversation to explore how we can support your financial future.
While our home office is in Mauldin, SC, we serve clients virtually across the United States—wherever you are.
We focus on the whole picture rather than a specific asset threshold because every client deserves tailored attention—no matter your investment goals.
Our team dedicates itself to continuous education and is backed by LPL Financial, the nation’s largest independent broker-dealer. We deliver expertise and support you won’t get going it alone. Our advisors spend over 30 hours per year dedicated to continuing education.
We treat your information with the utmost care—leveraging robust encryption and security standards through our partnership with LPL Financial
As a full-service financial consulting firm, we provide clients with a diverse range of high-quality, non-proprietary investment options.
With over 40 years of combined experience in the financial industry, our team was built on a shared passion: to be a locally operated small business with national connections—rooted in the belief that everyone deserves a dedicated Financial Advocate. An advocate who not only creates a plan for your financial future but also walks alongside you through both the expected and unexpected turns life can bring, helping you stay on course toward your long-term goals.
Kenzy Davis serves as Operations Manager at PWM, applying over 5 years of financial services industry experience to her dual roles as Risk Assessment Specialist and CRM expert. With a degree in Financial Management from Clemson University, she blends her background in service and technology to deliver efficiency, accuracy, and exceptional support.
A native South Carolinian and Greenville resident, Kenzy is engaged and enjoys traveling with her fiancé. Exploring new destinations as well as hidden gems in their hometown. She also cherishes time with friends and family and relaxing lake days.
Brittany Valentine is the Director of Marketing at PWM, leveraging more than 16 years of marketing experience to lead the firm’s brand strategy and client engagement. She supports each advisor in developing their niche and creates memorable client experiences. Brittany also oversees the firm’s internship program, providing opportunities to mentor and invest in the next generation of financial advisors.
She and her husband, Micah, have been married for over 23 years and are the proud parents of three remarkable young men. A California native and graduate of Clemson University with a B.S. in Marketing Communications, Brittany enjoys exploring the outdoors, discovering new places, reading, and all things fitness.
Kristy Shick is the Office Manager at PWM, contributing 7 years of financial services industry experience to ensure the office runs seamlessly. She manages daily operations and coordinates all scheduling with precision and care. Known for her warm demeanor and professionalism, Kristy plays a pivotal role in keeping both clients and colleagues supported.
Kristy and her husband, Corey, have been married for 29 years and are the proud parents of four children. One of their children has special needs, inspiring their active involvement in the local Special Needs Community, including service with the Greenville CDS. In her free time, Kristy enjoys outdoor adventures and cherishes time with her family.
Robbie Davis, RFC®, CPFA serves as a Senior Wealth Planner at PWM, offering 16 years of industry expertise and a depth of professional knowledge to the firm. Holding both the Registered Financial Consultant (RFC®) and Certified Plan Fiduciary Advisor (CPFA) designations, Robert combines professional excellence with a commitment to ongoing development. His approach centers on creating a personalized client experience—aligning each plan with the client’s unique goals and adapting it as life evolves.
Robbie and his wife, Kaye, have been married for 32 years and are the proud parents of three adult children. A native South Carolinian and Clemson University alumnus, Robbie enjoys Clemson football, Greenville Drive games, and time spent with family, often gathered around a board game.
Micah Valentine is the Founding and Managing Partner of PWM, with more than 16 years of industry experience leading the firm. He is dedicated to helping clients achieve long-term goals through personalized, strategic, and adaptable financial plans. Believing every investor deserves a plan that grows and adjusts with life’s changes, Micah focuses on building enduring relationships that provide steady guidance through every stage of life.
Outside the office, Micah is committed to community service and mentoring, with a focus on empowering the next generation. He and his wife, Brittany, have been married for over 23 years and are the proud parents of three remarkable young men. A native South Carolinian and graduate of the University of Louisville, Micah enjoys exploring new destinations and spending quality time with family and friends.