Investment Planning in Greenville, SC
Plan Intentionally. Invest Confidently.
Greenville is growing fast—and so are the financial needs of its residents. Whether you’re an established professional, a retiree settling into the Upstate, or somewhere in between, Ronald Gilmore delivers thoughtful investment planning with a steady, dividend-focused approach. No sales gimmicks—just reliable strategies tailored to your goals.
Smart Management for the Upstate
We help Greenville clients invest with discipline, clarity, and long-term purpose.
Moderate Dividend & Growth Strategy
Our core strategy seeks to invest in a diversified portfolio of dividend income generating businesses that could increase in value as the underlying companies grow.
Retirement Income Planning
Designing a sustainable income strategy to last a lifetime by balancing growth and income.
Asset Allocation
Allocating within all industry sectors to achieve a balance between your financial goals, risk tolerance and return.
Model Portfolio Management
Our systematic method of constructing and managing your investments through market cycles. It ensures our investment services follow a proven methodology rather than emotional reactions to market volatility.
Big Growth Needs Clear Strategy
Greenville’s growth brings opportunity—and financial complexity. We work with residents from Augusta Road to Greer to help make smart, stable decisions about wealth building, retirement, and income generation. Our investment strategies are grounded in experience and built to evolve with you. Learn more about Ron and his client-first process on our About Us page.
Frequently Asked Questions
Investment Planning in Greenville, SC
What makes dividend-focused investing a good fit for Greenville clients?
Greenville residents often value financial independence, whether they’re self-employed or preparing for retirement. Dividend strategies can potentially offer dependable income with the possibility of your investments growing over time—making them ideal for long-term security without needing to sell off assets in a volatile market.
How does South Carolina’s tax structure affect my investments?
South Carolina offers favorable tax treatment on retirement income, which can influence how we design your investment strategy. We build your plan to take full advantage of local benefits, reduce unnecessary tax exposure, and align distributions with your financial goals.
Can you help new Greenville residents realign their finances after relocating?
Yes. Many clients come to Greenville from larger metro areas and want to simplify or realign their investment plans. We help consolidate accounts, evaluate current holdings, and structure a new plan that fits your lifestyle and financial vision in the Upstate.
What role does diversification play in long-term planning?
Diversification is essential—it helps reduce exposure to any single market or sector and creates stability across your portfolio. We tailor your investment mix to your specific situation and update it regularly as your needs change.
How do you help clients adjust their plans as life evolves?
We conduct regular reviews to keep your investments aligned with your life. Whether you’re transitioning careers, selling a business, or adjusting your retirement timeline, we proactively adapt your strategy—so you stay confident, not reactive.
