Financial Planning

Retirement Planning

Estate & Legacy Planning

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Financial Advisor Columbia, SC

At Modern Family Asset Management, we are committed to our clients. We are an independent financial planning firm, serving as your local financial advisor in Columbia, SC. We have built many rewarding relationships with clients, and we hope to do the same with you. Your advisor at Modern Family Asset Management looks not only at your age and risk factors, but digs deep into your personal goals and taxation as well. All of our advisors are registered representatives with LPL Financial and have built many rewarding relationships with clients. We want to do the same with you.

Planning For Your Needs

We take our responsibilities very seriously, and we treat our clients like family. Before making any recommendations, we will set up time for a consultation, where we will discuss your goals and needs. We will then build a customized plan around your goals and keeping you informed throughout every stage of the process. We always work closely with you to ensure you understand our recommendations and the state of your assets. We are not in the sales business, we are here to listen and provide advice to support your needs.

 

Financial Advisor Columbia, SC

At Modern Family Asset Management, we are committed to our clients. We are an independent financial planning firm, serving as your local financial advisor in Columbia, SC. Your advisor at Modern Family Asset Management looks not only at your age and risk factors, but digs deep into your personal goals and taxation as well. All of our advisors are registered representatives with LPL Financial and have built many rewarding relationships with clients. We want to do the same with you.

PLANNING FOR YOUR NEEDS

We take our responsibilities very seriously, and we treat our clients like family. Before making any recommendations, we will set up time for a consultation, where we will discuss your goals and needs. We will then build a customized plan around your goals and keeping you informed throughout every stage of the process. We always work closely with you to ensure you understand our recommendations and the state of your assets. We are not in the sales business, we are here to listen and provide advice to support your needs.

Our Services

Whether you’re new to investing, planning for an early retirement, need assistance with an estate plan, or facing any of a number of personal financial scenarios, we are here to help.

Financial Planning

We’ll work closely with you to understand your unique financial situation, identify actionable goals, and outline a path toward success.

Retirement Planning

No matter where you are in the retirement planning process, we can make recommendations to help you prepare for your financial future.

Estate & Legacy Planning

You’ve worked hard for what you’ve earned, and it’s important to know that it will be taken care of according to your wishes when you’re gone.

Education Funds

Costs for higher education continue to rise. Do you have a plan in place to afford the education your children need to succeed?

Portfolio Management

With a personalized approach, we can help you build and manage an investment portfolio that reflects your risk preferences, goals, and other needs.

Insurance

We go beyond financial planning, offering a range of insurance products to provide financial protection for life events you can’t plan for.

Our Services

Whether you’re new to investing, planning for an early retirement, need assistance with an estate plan, or facing any of a number of personal financial scenarios, we are here to help.

Financial Planning

We’ll work closely with you to understand your unique financial situation, identify actionable goals, and outline a path toward success.

Retirement Planning

No matter where you are in the retirement planning process, we can make recommendations to help you prepare for your financial future.

Estate & Legacy Planning

You’ve worked hard for what you’ve earned, and it’s important to know that it will be taken care of according to your wishes when you’re gone.

Education Funds

Costs for higher education continue to rise. Do you have a plan in place to afford the education your children need to succeed?

Portfolio Management

With a personalized approach, we can help you build and manage an investment portfolio that reflects your risk preferences, goals, and other needs.

Insurance

We go beyond financial planning, offering a range of insurance products to provide financial protection for life events you can’t plan for.

Who We Are

Fred M. Quattlebaum

Managing Partner / Financial Advisor

Fred has been working in the financial services industry for over 35 years. He focuses on building multi-faceted strategies that account for the big picture, always working closely with clients to support their personal goals.

LPL Financial

LPL Financial is a leading financial services company and one of the largest independent broker/dealers in the nation. For over 40 years, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth.

Why Work With Us?

We make the following commitments to our clients:

  • To provide a welcoming environment where you feel comfortable to share goals and ideas
  • To communicate in both good and bad times and celebrating major moments and milestones in your life
  • To treat you with the respect you expect and deserve
  • To always make appropriate recommendations and decisions based on your individual situation
  • To provide customized investment strategies
$628B

Managed Assets

16,109

LPL Financial Advisors

950+

Approved / Recommended Managers

1

Hour of Your Time

Let’s Get Started

The first step is to set up an appointment do discuss your current financial situation and goals. To book an appointment, simply contact us today. We look forward to working with you.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Advisors, LLC and Modern Family Asset Management are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: SC, GA, MO, NC - powered by Enfold WordPress Theme