Good Plans. Great Adventures.
Good Plans. Great Adventures.
Good Plans. Great Adventures.
Good Plans. Great Adventures.
Good Plans. Great Adventures.
Financial Planning & Wealth Management
Financial Planning & Wealth Management
For Charleston Professionals
& Business Owners
For Charleston Professionals
& Business Owners
Thoughtful guidance so you can enjoy great adventures
You Deserve More from Your Money.
Let's make it happen, together.
More than money management.
Comprehensive financial planning from an advisor who gets your life.
Retirement & Lifestyle Design
We guide you through what’s next, helping your future feel meaningful, not just well-planned.
Retirement & Lifestyle Design
We guide you through what’s next, helping your future feel meaningful, not just well-planned.
Retirement & Lifestyle Design
We guide you through what’s next, helping your future feel meaningful, not just well-planned.
Wealth & Estate Coordination
A collaborative approach to protecting your legacy and easing the load on future generations.
Wealth & Estate Coordination
A collaborative approach to protecting your legacy and easing the load on future generations.
Wealth & Estate Coordination
A collaborative approach to protecting your legacy and easing the load on future generations.
Business Owner Planning
Guidance for founders and practice owners navigating growth, taxes, and transitions with clarity and confidence.
Business Owner Planning
Guidance for founders and practice owners navigating growth, taxes, and transitions with clarity and confidence.
Business Owner Planning
Guidance for founders and practice owners navigating growth, taxes, and transitions with clarity and confidence.
Life Transition Guidance
Whether you’re relocating, inheriting, or grieving, we’re a steady partner when life shifts.
Life Transition Guidance
Whether you’re relocating, inheriting, or grieving, we’re a steady partner when life shifts.
Life Transition Guidance
Whether you’re relocating, inheriting, or grieving, we’re a steady partner when life shifts.
Coastal Relocation Planning
We’ll help you plug into local communities and connect with trusted CPAs, attorneys, and bankers.
Coastal Relocation Planning
We’ll help you plug into local communities and connect with trusted CPAs, attorneys, and bankers.
Coastal Relocation Planning
We’ll help you plug into local communities and connect with trusted CPAs, attorneys, and bankers.
Liquidity & Bonus Event Strategy
When big money hits, we help you pause, prioritize, and plan so you can enjoy it now, keep more after taxes, and build lasting value.
Liquidity & Bonus Event Strategy
When big money hits, we help you pause, prioritize, and plan so you can enjoy it now, keep more after taxes, and build lasting value.
Liquidity & Bonus Event Strategy
When big money hits, we help you pause, prioritize, and plan so you can enjoy it now, keep more after taxes, and build lasting value.
Interested in Learning More About What Working With Us looks like?
Interested in Learning More About What Working With Us looks like?
Interested in Learning More About What Working With Us looks like?
Testimonials
Real advice for real people
Reggie has been very caring, highly personable, and demonstrated a genuine concern for my goals and my plans.
Reggie has been very caring, highly personable, and demonstrated a genuine concern for my goals and my plans.
Reggie has been very caring, highly personable, and demonstrated a genuine concern for my goals and my plans.
Their personalized approach truly sets them apart and builds trust and confidence for my financial future.
Their personalized approach truly sets them apart and builds trust and confidence for my financial future.
Their personalized approach truly sets them apart and builds trust and confidence for my financial future.
He’s been able to help us navigate and develop an investment portfolio that mirrors both our near and future goals.
He’s been able to help us navigate and develop an investment portfolio that mirrors both our near and future goals.
The testimonials presented on this website were provided by current clients of Flip Flops and Pearls, LLC at the time of the testimonial. Clients did not receive compensation for their testimonials, and we are not aware of any material conflicts of interest related to these statements. These reviews may be truncated for display purposes. All full client testimonials are publicly available on Wealthtender.com and under our Google Business Profile.
FAQs
Answers to common questions
Still Wondering? Reach out below, and we're happy to help.
FAQs
Answers to common questions
Still Wondering? Reach out below, and we're happy to help.
Do I really need a financial planner, or can I do this on my own?
Do I really need a financial planner, or can I do this on my own?
Do you work with clients who are not in Charleston?
Do you work with clients who are not in Charleston?
What is it like to work with Flip Flops and Pearls?
What is it like to work with Flip Flops and Pearls?
We’re doing well, but it still feels messy. Is that normal?
We’re doing well, but it still feels messy. Is that normal?
What is a fiduciary advisor, and why does it matter?
What is a fiduciary advisor, and why does it matter?
What does a typical first meeting look like?
What does a typical first meeting look like?
Insights for a Life Well Lived
Our Approach to Wealth
Planning that starts with your life, not your balance sheet.
Our Approach to Wealth
Planning that starts with your life, not your balance sheet.
Flip Flops and Pearls
Learn More
© 2026 Flips Flops & Pearls, LLC
Flip Flops and Pearls
Learn More
© 2026 Flips Flops & Pearls, LLC