Work With Us

Blog

Contact

FAQ

Book a Call

Start Your Adventure

Good Plans. Great Adventures.

Work With Us

Blog

FAQ

Contact

Good Plans. Great Adventures.

Good Plans. Great Adventures.

Good Plans. Great Adventures.

Good Plans. Great Adventures.

Work With Us

Blog

Contact

FAQ

Book a Call

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

Book a Call

Book a Call

See How We Work

How We Work

Entrance

You Deserve More from Your Money.

Let's make it happen, together.

Entrance

More than money management.

Comprehensive financial planning from an advisor who gets your life.

Get Started Today

Get Started Today

Retirement & Lifestyle Design

We guide you through what’s next, helping your future feel meaningful, not just well-planned.

Aerial view of a private backyard pool and patio, suggesting a relaxed retirement lifestyle.

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.

Aerial view of a private backyard pool and patio, suggesting a relaxed retirement lifestyle.

Wealth & Estate Coordination

A collaborative approach to protecting your legacy and easing the load on future generations.

Coastal sand dunes at dusk with the moon rising over the horizon.

Wealth & Estate Coordination

A collaborative approach to protecting your legacy and easing the load on future generations.

Coastal sand dunes at dusk with the moon rising over the horizon.

Wealth & Estate Coordination

A collaborative approach to protecting your legacy and easing the load on future generations.

Coastal sand dunes at dusk with the moon rising over the horizon.

Business Owner Planning

Guidance for founders and practice owners navigating growth, taxes, and transitions with clarity and confidence.

Business owner opening the door of a storefront in the early evening.

Business Owner Planning

Guidance for founders and practice owners navigating growth, taxes, and transitions with clarity and confidence.

Business owner opening the door of a storefront in the early evening.

Business Owner Planning

Guidance for founders and practice owners navigating growth, taxes, and transitions with clarity and confidence.

Business owner opening the door of a storefront in the early evening.

Life Transition Guidance

Whether you’re relocating, inheriting, or grieving, we’re a steady partner when life shifts.

Person sitting quietly in a canoe on calm water, facing an open horizon.

Life Transition Guidance

Whether you’re relocating, inheriting, or grieving, we’re a steady partner when life shifts.

Person sitting quietly in a canoe on calm water, facing an open horizon.

Life Transition Guidance

Whether you’re relocating, inheriting, or grieving, we’re a steady partner when life shifts.

Person sitting quietly in a canoe on calm water, facing an open horizon.

Coastal Relocation Planning

We’ll help you plug into local communities and connect with trusted CPAs, attorneys, and bankers.

Coastal home overlooking marshland at dusk with warm interior lights.

Coastal Relocation Planning

We’ll help you plug into local communities and connect with trusted CPAs, attorneys, and bankers.

Coastal home overlooking marshland at dusk with warm interior lights.

Coastal Relocation Planning

We’ll help you plug into local communities and connect with trusted CPAs, attorneys, and bankers.

Coastal home overlooking marshland at dusk with warm interior lights.

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.

Two people fishing from a small boat in shallow coastal waters.

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.

Two people fishing from a small boat in shallow coastal waters.

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.

Two people fishing from a small boat in shallow coastal waters.

Interested in Learning More About What Working With Us looks like?

Interested in Learning More About What Working With Us looks like?

See Our Process

See Our Process

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.

FAQs

Answers to common questions

Still Wondering? Reach out below, and we're happy to help.

Get in touch

See All FAQs

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?

What is it like to work with Flip Flops and Pearls?

We’re doing well, but it still feels messy. Is that normal?

What is a fiduciary advisor, and why does it matter?

What does a typical first meeting look like?

Insights for a Life Well Lived

View Full Blog

The Ravanel Bridge and Highway 17 in Mt. Pleasant after snow in January of 2025.

Winter Weather in Coastal South Carolina: How to Prepare

Winter prep, Charleston-style

Read

A couple climbs a rocky trail to a lookout over the ocean.

Pre-Retirement Mistakes to Avoid

Small decisions with big impact

Read

Oceanfront pool deck overlooking the beach and open water on a clear day.

Fee-Only Financial Planning Puts You First

A different way to get advice.

Read

The Ravanel Bridge and Highway 17 in Mt. Pleasant after snow in January of 2025.

Winter Weather in Coastal South Carolina: How to Prepare

Winter prep, Charleston-style

Read

A couple climbs a rocky trail to a lookout over the ocean.

Pre-Retirement Mistakes to Avoid

Small decisions with big impact

Read

The Ravanel Bridge and Highway 17 in Mt. Pleasant after snow in January of 2025.

Winter Weather in Coastal South Carolina: How to Prepare

Winter prep, Charleston-style

Read

A couple climbs a rocky trail to a lookout over the ocean.

Pre-Retirement Mistakes to Avoid

Small decisions with big impact

Read

Two people standing on a beach at sunset, looking out toward the ocean.

Our Approach to Wealth

Planning that starts with your life, not your balance sheet.

See Our Approach

Two people standing on a beach at sunset, looking out toward the ocean.

Our Approach to Wealth

Planning that starts with your life, not your balance sheet.

See Our Approach

Cushioned porch swing on a covered veranda overlooking coastal trees and marshland.

Stop Guessing. start knowing.

Let's explore your options together. You deserve it.

Book a Call

Flip Flops and Pearls

Home

Work With Us

Blog

Contact

Connect

Book a Call

LinkedIn

Instagram

Google Business Profile

WealthTender

Learn More

Privacy Policy

Disclaimers

Form ADV

 © 2026 Flips Flops & Pearls, LLC​

1007 Johnnie Dodds Blvd Suite 135, Mt Pleasant, SC 29464

(843) 329-7545

Surfer sitting on a board in open water beneath a cloudy sky.
Cushioned porch swing on a covered veranda overlooking coastal trees and marshland.

Stop Guessing. start knowing.

Let's explore your options together. You deserve it.

Book a Call

Flip Flops and Pearls

Home

Work With Us

Blog

Contact

Connect

Book a Call

LinkedIn

Instagram

Google Business Profile

WealthTender

Learn More

Privacy Policy

Disclaimers

Form ADV

 © 2026 Flips Flops & Pearls, LLC​

1007 Johnnie Dodds Blvd Suite 135, Mt Pleasant, SC 29464

(843) 329-7545

Surfer sitting on a board in open water beneath a cloudy sky.