- 864-552-4020
- support@PrimeTrustAdvisors.com
Investment advisory services
designed for you
With over 40 years experience in all facets of Retirement Plans,
we have the knowlege and insight to guide
Plan Sponsors and Individuals to their GOALS.
Institutions
Fiduciary Guidance So Retirmement Plan Sponsors Are Confident In Their Decisions.
Latest News & Insights
Articles
The Power of Intelligent Decision-Making In Financial Planning
February 9, 2024
Seeking Fiduciary Protections
January 26, 2024
Six Financial Must-Dos for 2024
January 11, 2024
A Trick for Required Minimum Distributions
October 13, 2023
Top Tips for Choosing a Financial Advisor
September 13, 2023
“75 percent of Americans are ‘winging it’ when it comes to their financial future.”
CNBC Survey, August 2019
Why Choose Us
WE ARE FIDUCIARIES! That means we work for our clients and their best interest. Did you know not all Financial Professionals are held to the same standard? In fact only about 25% are Fiduciaries.
Our approach begins with getting to know you and your goals. No sales pitches. No pressure.
Play Video
Chip discusses his “WHY” in this short video.
Get In Touch
We would love to hear what is on your mind. Schedule a meeting using the calendar.
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