Hollifield Financial Group

Hollifield Financial Group Boutique firm offering personalized retirement planning and wealth management. Offices in Charleston, Jacksonville, and Asheville.

We provide tailored strategies and secure solutions, guiding you through a successful retirement. Hollifield Financial Group aims to be the best in helping seniors map out their futures. Safety is our main objective when providing both financial and insurance guidance. Retirement is often just the beginning, and should be the stress-free part of life focused on fun, family, and freedom. We work as

a team to make sure this is not just a possibility, but a reality! Our dynamic group works as a cohesive unit to ensure bright days for seniors throughout the Southeast. HFG Capital is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where HFG Capital and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by HFG Capital unless a client service agreement is in place.

“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Investment advisory services offered through HFG Capital, LLC (HFG), a registered investment advisor. HFG and Hollifield Financial Group are independent of each other. Insurance products and services are not offered through HFG but are offered and sold through individually licensed and appointed agents.

Investing in knowledge, growth, and service! 🌟Kimsey and Andrew have spent the last few days representing our team at th...
06/17/2026

Investing in knowledge, growth, and service! 🌟

Kimsey and Andrew have spent the last few days representing our team at the ServeFirst Foundation training. This valuable experience will help them to better serve our current and future HGF clients!

Consider account consolidation for a clearer financial picture.    Email link
06/17/2026

Consider account consolidation for a clearer financial picture.


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Email from Hollifield Financial Group Headquarters Office What to Weigh Before Bringing Your Accounts Together   Weekly Update –6/17/26 What to Weigh Before Bringing Your Accounts Together Over time

We had a great time at The Pickle Bar last week! Thank you to all that came out, ate, played, laughed, and made it such ...
06/16/2026

We had a great time at The Pickle Bar last week! Thank you to all that came out, ate, played, laughed, and made it such a fun event! It was great connecting with all of you! 🏓🟡

We're already planning our next fun event - stay tuned for more opportunities to join the fun!

June is Scam Awareness Month, a reminder to stay alert and protect your personal and financial information. ⚠️ Don’t sha...
06/14/2026

June is Scam Awareness Month, a reminder to stay alert and protect your personal and financial information.

⚠️ Don’t share personal info with unknown callers or emails.

⚠️ Monitor accounts for suspicious activity regularly.

⚠️ Use two-factor authentication where available.

⚠️ Be cautious with urgent requests or investment pitches.

Awareness is your first line of defense.

Discover how retirement timing is changing and what it means for you!
06/10/2026

Discover how retirement timing is changing and what it means for you!

Email from Hollifield Financial Group Headquarters Office   Weekly Update –6/10/26 What Retirement Looks Like Is Changing For decades, retirement timing meant one thing: stop working around age 65

Homeownership may affect retirement plans. 🏡 Review mortgage terms, home equity, and housing costs when projecting futur...
06/07/2026

Homeownership may affect retirement plans. 🏡 Review mortgage terms, home equity, and housing costs when projecting future income needs.

May 29 is 529 College Savings Day, a great time to look into education funding options. 🎓 Learn how 529 plans work and r...
05/29/2026

May 29 is 529 College Savings Day, a great time to look into education funding options.

🎓 Learn how 529 plans work and review your state’s offerings.

🎓 Review annual contribution limits and tax benefits.

🎓 Track account growth and investment allocations.

🎓 Factor college costs into long-term financial planning.

Education funding is a part of your bigger picture.

Balancing finances in blended families? Communication is key!    Email link
05/27/2026

Balancing finances in blended families? Communication is key!


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Email from Hollifield Financial Group Headquarters Office Balancing Priorities Across Multiple Households   Weekly Update –5/27/2026 Balancing Priorities Across Multiple Households Blended families

Honoring the courage and sacrifice of those who served. Grateful for the freedoms we remember today. 🇺🇸
05/25/2026

Honoring the courage and sacrifice of those who served. Grateful for the freedoms we remember today. 🇺🇸

Explore investment styles to align with your financial goals.     Email link
05/20/2026

Explore investment styles to align with your financial goals.


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Email from Hollifield Financial Group Headquarters Office Growth vs. Value vs. Income   Weekly Update –5/20/2026 Understanding Investment Styles: Exploring Different Approaches to Investing  Invest

Address

Headquarters Office/208 N. Cedar Street , Ste 200
Summerville, SC
29483

Opening Hours

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

Telephone

+18439003099

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