Our Story: How Dynamic Solutions Became Tried and True
Dynamic processes combined with adept problem solving and a healthy dose of agility, that’s Elliott Davis Investment Advisors.
Our history dates back to 1925. An affiliated company of Elliott Davis, LLC – one of the largest accounting, tax and consulting services firms in the Southeast – we are forged and rooted in the fundamentals. But while other firms chose to create products and inflexible processes, Elliott Davis chose to be different – decidedly different. The firm’s edge-of-seat listening meets forward-thinking approach translates to fully engaged client teams. The result is a whole-business approach that really works. Elliott Davis’ offices extend to South Carolina, North Carolina, Georgia and Virginia.
In order to bring more to the table for clients, in 1999, Elliott Davis formed Elliott Davis Wealth Management.
Over the next several years, explosive growth in the financial services area further pushed the need for comprehensive investment advisory solutions. In 2008, with the merger of Hamilton Joseph Investment Advisors and Elliott Davis Wealth Management, Elliott Davis Investment Advisors was formed.
With the “credit crunch” of 2008 taking its toll on the larger banks and brokerage firms, clients began demanding an alternate independent solution that would put their financial and investment needs first.
We are that solution.
You have financial goals – we’ll help get you there.