At a Glance:
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Firm Type: 100% Fee-Only Fiduciary (No Commissions)
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Custodians: Charles Schwab or Altruist (Institutional Safety)
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Specialties: Retirement Planning, Investment Management, Income & Tax Strategies
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Tech Stack: RightCapital, Income Lab, & Holistiplan
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Location: 3103 Devine St, Columbia, SC (Serving the Midlands & Virtual)
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Best For: Families within 10 years of retirement & Small Business Owners
Tune In to Your Retirement Guide Podcast
Join me each week on Your Retirement Guide, a podcast for those 50 and above who are ready to move beyond the basics. We focus on the high-stakes transition from saving for retirement to investing in retirement, featuring deep dives into tax-efficient withdrawal strategies designed to protect your wealth for the long haul.
Partners & Professional Affiliations
Investment Partners:
Professional Affiliations:
Our Areas of Expertise
Retirement Planning
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Success-Probability Modeling (RightCapital & Income Lab)
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Flexible income strategies so you never outlive your money.
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Smart withdrawal sequencing to maximize your savings.
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Protect your retirement from unexpected market downturns.
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Medicare & Social Security Optimization
Investment Management
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Evidence-Based Portfolio Design
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Low-Cost ETF & Fund Selection
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Align investments with your goals while minimizing taxes.
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Transition your portfolio to provide reliable retirement income.
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Expert Annuity Analysis & Optimization
Specialized Tax Planning
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Tax Return Review & Analysis
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Asset Location Strategies (401k, Roth, & Taxable)
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Roth Conversion Analysis
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ACA & IRMAA Tax Planning
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Tax-Loss & Capital-Gains Harvesting
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Tax-Efficient Retirement Roadmaps
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Business Owner Exit & Tax Strategies
Our Philosophy: Beyond the Portfolio
Putting Your Best Interests First
As a 100% fee-only fiduciary, we don't treat your account like just another number. We always put your best interests first by making sure your income, investments, and taxes are working perfectly together.
Retirement Income Specialists
We specialize in the "Spending Phase"—helping you transition your wealth into a reliable, tax-efficient paycheck that lasts as long as you do.
Tax Planning Experts
Your retirement shouldn't be left on the "back burner." We actively manage your plan to reduce taxes, because what you keep matters most.
What Our Clients Say
Trey Price, Columbia, SC
"I cannot say enough great things about George Jameson, both professionally and personally." 20+ years ago I decided to move my assets from my father’s financial advisor, over to George, and it has been one of the best decisions I have ever made. I feel that when my account was with my father’s investment company, it was usually placed on the back burner. It was basically on cruise speed, and not much was happening. When I switched over to George, I could definitely see changes. And when time came for me to file my taxes, my CPA noticed all the activity the portfolio had gone through as well. I am very satisfied with George’s abilities to handle my financial needs, and I would highly suggest others take the same steps I took. Trey Price Ace Glass Company, Inc. Services Financial planning, Retirement savings consulting, Investment advising
Heather Alexander, Wedgefield, SC
"My husband and I have been clients of George's for over 10 years. We appreciate his professionalism and" "realism". He does not push changes or investments that we are not comfortable with but also encourages us to invest for long-term gains. I am a conservative investor, and my husband is happy with more aggressive funds - George successfully helps both of us.
Dustin Melvin, Columbia, SC
"George is extremely knowledgeable and always puts my best interests first. I feel confident knowing that my" financial future is in great hands! Services Financial planning, Retirement savings consulting, Investment advising, Tax planning, Wealth management
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