Written by Address:
1032 Savannah Hwy
Charleston, SC 29407
Phone: (843) 868-4042
Email: trent.derrick@lpl.com
Website: https://bellerophonchs.com/
Description: Bellerophon Wealth Management – Charleston Financial Advisor for Business Owners Financial Planning Grounded in Strategy, Lifted by Vision
At Bellerophon Wealth Management, we work with those who refuse to settle for ordinary. Small business owners. Individuals who are building both wealth and legacies. Like the mythic hero who tamed Pegasus, our clients are ready to take the reins of their financial lives with clarity, courage, and conviction.
As an independent, fee-only fiduciary financial advisor, we offer transparent, collaborative advice rooted in years of experience and personal attention. Scaling a business? Navigating equity compensation? Preparing for a fulfilling retirement? Whatever your goal, our goal is to support your vision with informed guidance and holistic financial planning every step of the way.
Based in Charleston, South Carolina, with its deep roots and daring spirit, we blend tradition with momentum. Our mission is simple: help you make bold moves backed by intelligent, independent strategy.
Call to schedule your FREE Financial Planning Assessment
Hour: Mon-Fri 9-5pm ET
Year of Est.: 11 Years
Date Opened March 2025
FINANCIAL ASSOCIATIONS:
Associations: Chartered Market Technician (CMT®)
Certs: CFA Candidate (Level III), LPL Association,
State Licensure : South Carolina (Agent & Investment Adviser Representative), Georgia (Agent)
Social link:
https://brokercheck.finra.org/search/genericsearch/grid
https://www.facebook.com/bellerophonwealthmanagement/
https://www.linkedin.com/in/trent-derrick-cmt/
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