Accumulus Financial Group

Accumulus Financial Group Accumulus Financial Group, LLC, was founded by Jamie Danford, CFP®, CMFC®. Jamie is an independent Wealth Planner that grew up in Orangeburg, SC.

We apply over two decades of industry experience to create strategies to help you pursue your financial goals, tailor it to your unique situation, customize your plan as your needs change, and use innovative technology to help us do it. He is an alumnus of The Citadel, The Military College of SC, a member of Shandon Baptist Church, a father to three children, and a resident of Forest Acres, SC. He

has over two decades of industry experience that has endured the 2001 attack on the Twin Towers, the War on Terror, the Great Recession of 2008, and the 2020 Coronavirus Pandemic. As his financial practice grew, he founded Accumulus Financial Group, LLC. Jamie met the CFP Board’s rigorous qualifications to use the Certified Financial Planner™ credential in 2008, one of the most well regarded credentials in the industry. He also has the Chartered Mutual Fund Counselor designation. Jamie’s spouse, Leah, helps provide Accumulus with additional support for families with special needs. Leah holds a PhD in School Psychology from the University of South Carolina. She has over 15 years of experience helping families with special needs in a clinical setting, the public sector, and the private sector. Jamie is an active member of Shandon Baptist Church in Columbia, SC, and serves as an usher, a member of its diaconate, and is on the Board of Directors of the Shandon Counseling Center. He also volunteers his time assisting SC United, the local soccer club where his boys play. He is a member of a local BNI Chapter and previously served as the chapter's Vice President. He is also a lifetime member of the Citadel Alumni Association. Past community service includes serving on the Board of Directors of the Financial Planning Association of SC from 2018-2022 (including a rotation as its Vice President), serving on the Board of a local Home Owner's Association, and being a founding member of a Kiwanis Chapter. Jamie’s other interests include reading, history, traveling, and technology.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
05/04/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
05/02/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

Over age 50? You may be able to catch-up on retirement.
04/30/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
04/27/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.
04/25/2026

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
04/23/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
04/20/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Self-employed? Learn more about your retirement plan options.
04/18/2026

Self-employed? Learn more about your retirement plan options.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
04/16/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Even if you’re young and single, you should still consider protecting yourself with insurance.
04/13/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

Address

5140 Furman Avenue
Columbia, SC
29206

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