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SVG Financial is an independent wealth management firm located in Bluffton, SC, just a few miles from Hilton Head.  Since 2007, our practice has focused on the many complex financial issues facing individuals as they prepare for, and ultimately enjoy their retirement.

We are a firm for individual investors that want an alternative to what is being offered by the major firms. Mutual funds, annuities and managed accounts are only a few options available to individual investors yet its what most get offered from Financial Planners.  Our clients benefit from gaining access to opportunities in real estate, self storage, and much more.