PrimeTrust Advisors

PrimeTrust Advisors Est 2006 in Greenville, SC. PrimeTRUST Advisors helps individuals and plan sponsors turn complex financial decisions into clear, confident action.

We provide retirement income planning, investment advisory and ERISA fiduciary guidance with personal care We are Retirement Plan Consultants and Investment Advisors based in Greenville, SC since 2006. We serve Individuals at or near retirement age as well as Retirement Plan Committees of ERISA Plans. Secure Retirement Income Plans for Individuals. We get it… it can be complicated! And few want to

deal with the hassle. We want to make it simple for you. Let us do the busy work. We use our experience gained working with ERISA plans to help you organize, grow and utilize your financial resources to their maximum potential. Fiduciary Expertise for ERISA Plans. We deliver the information, insight, and counsel that provide you the confidence in decision-making which conforms to the conduct standards expected from plan fiduciaries. When counseling clients, we:
• Serve…By putting client’s interests first.
• Listen…Honestly and intelligently to understand client needs before assuming what is in their best interest.
• Apply…Critical and independent thinking beyond the prefabricated, typecast solutions commonly dispensed in today’s rapid-paced, performance-driven sales environment. Are you struggling to figure out which payout option from your employer’s pension plan is best for you? Did you know the usual choices given to you—either take a lump sum or take some form of monthly payment—are NOT your only options? That’s only half the story! In this exclusive webinar, we will show you how to go about objectively making the right decision for you and your family. https://primetrustadvisors.com/exploring-your-pension-payout-options-how-to-make-your-best-choice/

Retirement decisions shouldn’t feel like guesswork — especially when the person across the table may not be required to ...
05/27/2026

Retirement decisions shouldn’t feel like guesswork — especially when the person across the table may not be required to put your interests first.
Our latest article breaks down the difference between suitability, “special relationships,” and true fiduciary advice in plain English.
A quick, eye‑opening read for anyone planning their next financial step.

Read more: https://primetrustadvisors.com/is-your-advisor-on-your-side/

Retirement decisions are too important to make without knowing who’s truly working for you. Learn the difference between suitability, special relationships, and fiduciary advice—and why it matters for your long‑term financial security

Financial scams targeting older adults are becoming more sophisticated, and more personal.From fake “grandchild emergenc...
04/21/2026

Financial scams targeting older adults are becoming more sophisticated, and more personal.

From fake “grandchild emergencies” to convincing government impersonations, the tactics are evolving fast.

We just published a new article breaking down the red flags every family should know.

👉 Protect your loved ones: Read the full guide on our website. Link in comments.

𝗪𝗵𝗲𝗻 𝗦𝗽𝗲𝗻𝗱𝗲𝗿𝘀 𝗠𝗮𝗿𝗿𝘆 𝗦𝗮𝘃𝗲𝗿𝘀: 𝗙𝗶𝗻𝗱𝗶𝗻𝗴 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗲𝗮𝗰𝗲 𝗪𝗶𝘁𝗵𝗼𝘂𝘁 𝘁𝗵𝗲 𝗙𝗶𝗴𝗵𝘁  Many couples fall into the classic spender vs. sa...
03/17/2026

𝗪𝗵𝗲𝗻 𝗦𝗽𝗲𝗻𝗱𝗲𝗿𝘀 𝗠𝗮𝗿𝗿𝘆 𝗦𝗮𝘃𝗲𝗿𝘀: 𝗙𝗶𝗻𝗱𝗶𝗻𝗴 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗲𝗮𝗰𝗲 𝗪𝗶𝘁𝗵𝗼𝘂𝘁 𝘁𝗵𝗲 𝗙𝗶𝗴𝗵𝘁
Many couples fall into the classic spender vs. saver dynamic and the real problem is often silence, not style. This article from Chip Hunt explains how simple conversation prompts, mutual guardrails, and automation can turn tension into teamwork.

Read the Article 👇

Many couples split into a “spender” and a “saver,” and silence often fuels conflict; this post offers judgment‑free conversation prompts, mutual spending guardrails, and automation strategies to turn tension into teamwork and protect both relationship and finances.

𝗕𝗶𝗴 𝗻𝗲𝘄𝘀 𝗳𝗿𝗼𝗺 𝗣𝗿𝗶𝗺𝗲𝗧𝗥𝗨𝗦𝗧 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀!We’ve updated our brand, moved into a new office, and launched a redesigned website th...
01/16/2026

𝗕𝗶𝗴 𝗻𝗲𝘄𝘀 𝗳𝗿𝗼𝗺 𝗣𝗿𝗶𝗺𝗲𝗧𝗥𝗨𝗦𝗧 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀!

We’ve updated our brand, moved into a new office, and launched a redesigned website that’s easier to navigate and more helpful for clients and visitors. After 14 years downtown, we’re excited to welcome you to our new space on S. Pleasantburg Drive.

Check out the new site and see what’s changed!

We’ve refreshed our brand identity, moved into a new office, and launched a redesigned website, all to better reflect the business we have become.

Big changes are coming to Medicare in 2026—higher premiums, fewer plan options, and reduced perks could impact millions ...
10/29/2025

Big changes are coming to Medicare in 2026—higher premiums, fewer plan options, and reduced perks could impact millions of retirees.

If you or a loved one are enrolled, now is the time to prepare. We’ve broken down what’s changing and how you can protect your health and wallet.

Don’t wait until open enrollment—read our full article for practical steps you can take today.

👉 Read the article here https://primetrustadvisors.com/medicare-changes/ or click the link below.

Learn about the upcoming Medicare changes, including drug pricing, premium adjustments, and coverage updates. Discover how you can prepare.

Life has a way of throwing curveballs—car repairs, medical bills, job changes. Without an emergency fund, those curvebal...
10/07/2025

Life has a way of throwing curveballs—car repairs, medical bills, job changes. Without an emergency fund, those curveballs can quickly turn into crises.

At PrimeTRUST Advisors, we believe not having an emergency fund is the real emergency. Building one isn’t about chasing returns—it’s about peace of mind.

Start small, stay consistent, and give yourself the breathing room you deserve.

👉 Read the full article below.

Not Having an Emergency Fund Is the Emergency Discover how an emergency fund turns life’s surprises into manageable moments.

Retirement shouldn’t feel like a leap of faith. At PrimeTRUST Advisors, we help you turn your savings into a reliable mo...
09/16/2025

Retirement shouldn’t feel like a leap of faith. At PrimeTRUST Advisors, we help you turn your savings into a reliable monthly paycheck—so you can spend with confidence, not guilt.

Whether you're planning travel, supporting grandkids, or just covering the essentials, we’ll help you build a plan that feels steady, secure, and tailored to your life.

💬 “You’ve earned this. Let’s make your next chapter your most confident yet.”

👉 Read the full article: How to Turn Your Savings into a Reliable Retirement Paycheck https://primetrustadvisors.com/retirement-paycheck-planning/

Turn savings into a reliable retirement paycheck. Spend confidently, protect against surprises, and enjoy your next chapter.

Big news! Our very own Chip Hunt is joining Leadership Greenville Class 52. Over the next ten months, he’ll dive into th...
09/02/2025

Big news! Our very own Chip Hunt is joining Leadership Greenville Class 52. Over the next ten months, he’ll dive into the heart of Greenville—learning about our region’s most pressing challenges, serving on a team-driven project, and connecting with emerging and established leaders.

We would like to thank Goodwill Industries Upstate/Midlands for providing Chip, a Board Member, with this incredible opportunity as he grows as a leader, builds connections, and brings fresh ideas back to Greenville, Goodwill and PrimeTRUST Advisors.

Follow along they make a difference in our community!

🎉 Help us congratulate Leadership Greenville Class 52!

This group of changemakers is ready to explore Greenville’s greatest opportunities and challenges while building lifelong connections and shaping a stronger community.

Leadership Greenville is one of the Chamber’s signature programs designed to develop and retain top talent, preparing leaders to make a lasting impact in our region.

We can’t wait to see what Class 52 accomplishes! 👏

Recognize anyone from this class? Tag them below and let them know you're proud of them!

Read more about LG 52: https://loom.ly/411cKm4

Have you heard of the “pig butchering” scam? Scammers build trust over weeks—then disappear with your money.In our lates...
08/26/2025

Have you heard of the “pig butchering” scam? Scammers build trust over weeks—then disappear with your money.

In our latest article, we break down:

-The red flags hiding behind friendly messages
-Why “guaranteed returns” should set off alarm bells
-Three simple steps to protect your nest egg

Read more and stay one step ahead → https://primetrustadvisors.com/dont-be-the-next-victim/

— Share to help friends and family spot the warning signs.

Learn how pig butchering scams target retirees and investors. Discover red flags, real stories, and expert tips from PrimeTRUST Advisors to protect your savings.

𝗧𝗵𝗲 𝗯𝗲𝘀𝘁 𝗴𝗶𝗳𝘁 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘂𝘀𝗲 𝗺𝗶𝗴𝗵𝘁 𝗻𝗼𝘁 𝗰𝗼𝗺𝗲 𝗶𝗻 𝗮 𝗯𝗼𝘅—𝗯𝘂𝘁 𝗶𝘁 𝗹𝗮𝘀𝘁𝘀 𝗮 𝗹𝗶𝗳𝗲𝘁𝗶𝗺𝗲. If you're approaching retirement, plannin...
07/22/2025

𝗧𝗵𝗲 𝗯𝗲𝘀𝘁 𝗴𝗶𝗳𝘁 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘂𝘀𝗲 𝗺𝗶𝗴𝗵𝘁 𝗻𝗼𝘁 𝗰𝗼𝗺𝗲 𝗶𝗻 𝗮 𝗯𝗼𝘅—𝗯𝘂𝘁 𝗶𝘁 𝗹𝗮𝘀𝘁𝘀 𝗮 𝗹𝗶𝗳𝗲𝘁𝗶𝗺𝗲. If you're approaching retirement, planning together is more than financial strategy—it's a gesture of love and care. From Social Security to healthcare, see how aligned planning strengthens your bond and gives peace of mind.

👉 Read the full blog post to discover why this conversation is one of the most meaningful gifts you can give.

Planning together brings peace of mind, protects your future, and strengthens your bond—whether you're nearing retirement or already retired,

Address

850 S. Pleasantburg Drive , Suite 101
Greenville, SC
29607

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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