What Sets Us Apart
- Independent Fiduciary
- Decades of Experience
- Personal Guidance
- Rooted in Community
Guidance for Individuals and Institutions
We help people and organizations who want steady, honest financial direction. Our approach is calm, clear, and personal, focused on practical advice that supports real needs and long-term goals.
Personalized investment and planning guidance focused on your peace of mind
Retirement Readiness
Prepare with clear strategies that turn your savings into lasting income.
Investment Guidance
Independent fiduciary advice built around your goals and values.
Life Event Support
Personalized help through career transitions, inheritance planning, divorce, or other pivotal milestones.
Boutique ERISA plan oversight designed around your unique goals
Employer Plan Guidance
Independent 401(k) and pension plan reviews with transparent fiduciary oversight.
Cash Balance Plans
Flexible, tax-efficient retirement solutions designed for key leaders and long-term retention.
Recordkeeper Oversight
Objective evaluation and monitoring of recordkeepers and providers to ensure accuracy, compliance, and alignment with plan goals.
Custom Reporting
Clear, actionable insights that help boards and committees meet fiduciary and regulatory standards.
TESTIMONIALS
What Our Clients Say
OUR PEOPLE
Meet Our Team
TRUSTED PARTNERSHIP
Proud to Be a Ramsey SmartVestor Pro
PrimeTRUST Advisors is recognized as a Ramsey SmartVestor Pro, reflecting our commitment to trusted, values-driven financial guidance. We’re proud to serve Ramsey fans across Greenville and beyond with clarity, confidence, and care.
Get in Touch
Every Plan Begins With a Conversation.
Have a Question or Idea?
We’d like to hear from you. Share your goals or questions — we’ll respond with guidance that fits your needs.
Let’s Start the Conversation
By submitting this form you agree to our Privacy Policy. PrimeTRUST Advisors will only use your information to respond to your inquiry and schedule a conversation.
Insights & Perspectives
Insights That Matter for Your Future
Practical guidance, success stories, and research you can trust. Explore expert perspectives, real client outcomes, and industry trends that help you plan smarter, adapt with confidence, and stay ahead at every stage of life.
Major Medicare changes are coming in 2026, from prescription drug pricing reforms to shifts in premiums and out-of-pocket costs. Here’s what retirees, plan sponsors, and fiduciaries need to know—and how to prepare with confidence.
Life throws curveballs—but they don’t have to become crises. Discover why building an emergency fund is one of the most empowering financial moves you can make.
Retirement shouldn’t feel like a leap of faith. Discover how to turn your savings into a steady paycheck—with clarity, confidence, and peace of mind.
Protect yourself from the quiet “pig butchering” scam that’s costing Americans millions. Scammers build trust over weeks—then vanish with your savings. In this article, you’ll learn how these fraudsters operate, the top red flags to watch for, and simple, actionable steps to safeguard your nest egg.
Expert Insights.
Straight to Your Inbox.
Unsubscribe anytime. Your information is kept private and used only for requested updates.