MFG Advisor
David Conley
Certified Financial Planner™
Since 1994, Dave is a Certified Financial Planner™ who helps our investment clients in their pursuit of financial peace. His 25 years of financial planning experience is invaluable as we help our clients pursue financial peace in their golden years. We would love to be in your corner too... coaching you toward financial peace.
MFG Advisor
Rita Conley
Tax Preparer
Rita focuses on assisting our clients with tax preparation. Rita has been involved in our customer service department for over 20 years and deeply enjoys interacting with our customers. Rita specializes in individual and family income tax preparation and works closely with our financial coaches and planners to minimize our client's tax burden.
We have helped 100+ families retire confidently, are you ready to retire with financial peace of mind.
- EXPERIENCE - 25+ years helping individuals/families move from anxiety to feeling confident about their finances and future.
- WE ARE QUALIFIED - A Certified Financial Planner™ is the gold standard for financial advisors. Certified Financial Planners™ also serve as financial fiduciaries. We are obligated to act in the best interest of our clients.
- EXPERIENCED AND TESTED - Why consider an advisor with less than 15 years experience? They/ve never navigated the three economic conditions that can devastate your financial plans – market corrections, rising interest rates, and inflation. Our "real world" experienced team has helped clients navigate both good and bad economic times for over 25 years.
- WE WORK FOR YOU - Our salaried (no commission) financial planners work for you. In your pursuit of financial peace, we serve as your financial advisor, coach educator, strategist, cheerleader, and mentor. The point is that our sole purpose is to help you in your pursuit of financial peace.
Masters Financial Group
MFG is the local leader in wealth building, retirement planning, financial planning, and wealth management.
We proudly serve customers all over the Upstate of SC. Whether you live or work in Greenville, Spartanburg, Easley, Piedmont, Williamston, Anderson, Clemson, Powdersville, Mauldin, or Laurens Counties we can help you.
If you want your money to work as hard for you, as you did to earn it, then we are the firm for you.
Those who simply earn income and pay bills are not engaged in the process of financial planning, THAT’S SURVIVAL!
If you are sick and tired of “surviving” then you owe it to yourself to work with financial advisors who can give you the tools to get what you want most out of life.
