Define Wealth Financial Group

Directions Website Contact the business

Define Wealth Financial Group We know that success demands a deep understanding of our clients' needs. When we define
wealth, we are making personal connections.

It’s what sets us apart, and why our community
values us. We are defining your future with confidence. Securities offered through Kestra Financial Investment Services, LLC (Kestra IS), member /. Investment Advisory Services offered through KestraAdvisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Define Wealth Financial Group is not affiliated with Kestra ID or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872).

11/03/2026

🎙️ TOMORROW’S THE DAY!

Our next episode of the Define Wealth Podcast drops tomorrow, and we can’t wait to share it with you!

Join us as we get to know Define Wealth Financial Group a little better, learn more about the people behind the business, and hear about the wonderful clients and relationships that make it all meaningful.

Because wealth is more than numbers—it’s about people, connections, and what matters most.

Stay tuned! You won’t want to miss this one! 🎧

🏡 There’s something special about small-town charm. It’s the comfort of knowing your neighbors, recognizing familiar fac...
10/30/2026

🏡 There’s something special about small-town charm. It’s the comfort of knowing your neighbors, recognizing familiar faces, sharing stories, and knowing you’re part of something bigger.

A strong community is built on relationships, trust, and connection. Knowing your community means understanding what makes it special and investing in the people who make it home.

Because wealth isn’t just about what you have. It’s also about where you belong. ❤️

Learn more about Brooke and Coastal Dealerships in Pawleys Island, SC!

🚗 Follow Brooke’s Daily Drive on YouTube for more information about her dealership.

🌐 Visit CoastalSaves.net

How do you define wealth?

💚 Wealth isn’t just what you have. It’s what matters most to you.Is it family, friendships, experiences, peace of mind, ...
10/29/2026

💚 Wealth isn’t just what you have. It’s what matters most to you.

Is it family, friendships, experiences, peace of mind, or the freedom to live life on your terms? True wealth looks different for everyone.

At Define Wealth Financial Group, we believe it starts with understanding what matters most to YOU.

💭 How do you define wealth?

💚 THREE LOCATIONS. ONE TEAM. YOUR FINANCIAL FUTURE.At Define Wealth Financial Group, we’re proud to serve our clients ac...
10/26/2026

💚 THREE LOCATIONS. ONE TEAM. YOUR FINANCIAL FUTURE.

At Define Wealth Financial Group, we’re proud to serve our clients across South Carolina! Whether you’re in the P*e Dee, along the coast, or in the Lowcountry, our team is here to help you define what wealth means to you. 📈✨

📍 HARTSVILLE OFFICE
107 East Home Avenue
Hartsville, SC 29550

📍 PAWLEYS ISLAND OFFICE
11270 Ocean Highway, Suite B
Pawleys Island, SC 29585

📍 CHARLESTON AREA OFFICE
75 Port City Landing, Suite 110
Mount Pleasant, SC 29464

Wherever life takes you, we’re here to help you plan for what matters most. Your goals. Your future. Your definition of wealth.

📲 Ready to take the next step? Contact our team to schedule an appointment!

How do you define wealth?

10/07/2026

🎙️ EPISODE 4 IS HERE!

We’re heading to Charleston! 🌴

Meet Leah Paul, our Financial Planner in the Charleston area, and learn more about our Charleston office, the people behind it, and what Define Wealth Financial Group has to offer.

From financial planning to building a strategy around your goals, we’re here to help you define what wealth means to you.

▶️ Watch Episode 4 now on Define Wealth Podcast
👍 Like • Follow • Subscribe

10/05/2026

🎙️ Don’t forget to watch all of our YouTube Shorts!

Follow us on YouTube at Define Wealth Podcast for quick financial insights, helpful tips, and real conversations to help you make informed decisions about your financial future.

📲 Follow. Watch. Learn. Define your wealth.

10/02/2026

We love our new office. ❤️

There’s something special about this old, charming, beautiful space—and we love seeing the sunshine pour through and shine down on this piece of history sitting right in the heart of downtown Hartsville.

To us, wealth isn’t just about what’s in your bank account. It’s about the places, the people, the memories, and the moments that make life meaningful.

So, how do you define wealth? ✨

For many Gen Xers, retirement is starting to feel less like a distant milestone and more like a looming financial realit...
09/28/2026

For many Gen Xers, retirement is starting to feel less like a distant milestone and more like a looming financial reality.

The oldest members of the generation will turn 62 next year, the earliest age to claim Social Security. At the same time, many are approaching retirement with limited savings and fewer pensions than previous generations had.

The median Gen X retirement savings balance is about $107,000, while members of the generation estimate they’ll need roughly $700,000 for retirement. Social Security may also become an increasingly important source of income, with 41% of workers over 55 saying they expect it to be their primary source in retirement.

That gap is prompting some Gen Xers to rethink when they’ll stop working, how much they may need to save, and what retirement could realistically look like.

If retirement is getting closer, this may be a good time to review your savings, expected Social Security benefits, and other sources of retirement income.


Source:

Millions of Generation X Americans expect to depend on Social Security as their main — or only — source of retirement income.

09/28/2026

🏡 Real estate wealth takes time.

So, when is it time to sell?

It’s not just about the market. Consider your goals, equity, taxes, and what comes next.

Make the move with a plan—not just emotion.

🎙️ More real estate + wealth conversations on the Define Wealth Podcast in episode two !

Don’t forget to log onto www.zachpeekrealestate.com to learn more about the real estate market!

09/25/2026

🏠 Homeowners: Are You Ready for the Repair Costs?

A leaky roof. A broken HVAC. A surprise plumbing bill. Homeownership comes with more than just a mortgage.

At Define Wealth Financial Group, we believe a strong financial plan should prepare you for the unexpected—not just the expected. 💰

Are your finances ready when your home needs a major repair?

🎥 Watch, like & subscribe to Define Wealth Podcast for more real-world financial planning conversations.

Address

107 East Home Avenue
Hartsville, SC
29550

Opening Hours

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

Alerts

Be the first to know and let us send you an email when Define Wealth Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Define Wealth Financial Group:

Share

Nearby accountants


Other Financial Planning in Hartsville

Show All