Joseph Macias

Joseph Macias is a fee-based fiduciary and Investment Advisor Representative who partners with clients to create personalized, in-depth financial plans. He specializes in working with young families, entrepreneurs, and individuals who are serious about changing the trajectory of their financial future.

With a Bachelor of Science in Accounting from North Greenville University and a background in corporate accounting, Joseph brings both technical expertise and real-life experience to his work. His transition to financial advising in 2021 was inspired by the life-changing experience he and his wife Mary had while following the Dave Ramsey Baby Steps. Their successful debt-free journey sparked his passion to help others take control of their finances with confidence.

Joseph’s planning approach is rooted in clarity, practicality, and strategy. Clients often seek him out for his comprehensive financial planning services, which include cash flow management, retirement planning, investment strategies, and estate planning to name a few. He serves both local clients in the Greenville, SC area and others virtually across 20 different states, offering the flexibility and attention today’s clients value.

Outside of work, Joseph enjoys fishing, gardening, shooting sporting clays, and spending time with his family. He is an active member of Brushy Creek Baptist Church in Taylors, SC, and brings a strong sense of service and integrity to every client relationship.