Global View Advisors

Global View Investment Advisors is a Boutique, Fee-Only, Wealth Management Firm, Serving Global Clients from Downtown Greenville, South Carolina.

[Global View Advisors @GlobalViewSC]

As the world around you evolves, it's important that your financial planning does as well.

With decades of experience across market cycles, our team is equipped to tailor your plan to your goals, despite market volatility.

Navigate the future with confidence. Contact us today.

[Global View Advisors @GlobalViewSC]

Joey and Matt of the Global View team had a great time at the Miracle Hill Ministries Clay Shoot, supporting the Cherokee County Rescue Mission.

We always enjoy sharing experiences in community outside the office, especially when it supports a great cause!

[Global View Advisors @GlobalViewSC]

Today we remember those who made the ultimate sacrifice in service to our nation. Their courage and dedication will not be forgotten.

We wish you a peaceful and reflective Memorial Day from the Global View team.

[Global View Advisors @GlobalViewSC]

Overspending is often the root of financial stress, but it’s rarely addressed directly.

At Global View, our thoughtful approach brings stability to spending, saving, and long-term planning, so you can secure your financial future.

Read the full blog on our website.

[Global View Advisors @GlobalViewSC]

With spring in full swing, now is the perfect time to reassess your portfolio.

From evaluating potential risks to planning for the long-term, a dedicated review ensures your strategy remains aligned with your financial goals.

Read the full blog on our website.

[Global View Advisors @GlobalViewSC]

This month marks 5 years since Matt joined the Global View team.

He continues to bring a strong work ethic, thoughtful perspective, and genuine commitment to serving our clients with integrity.

Congratulations on this milestone, Matt. We’re lucky to have you!

[Global View Advisors @GlobalViewSC]

At Global View, we believe every client deserves financial guidance that is focused entirely on their goals.

We'll never accept commissions or third party compensation, ensuring our guidance is free of hidden incentives and always prioritizes our clients best interests.

[Global View Advisors @GlobalViewSC]

Major life changes, like the loss of a spouse, often prompt a closer look at your financial planning.

Ensuring you're working with an advisor who prioritizes your unique needs as an individual can help you navigate this new chapter with confidence and peace of mind.

[Global View Advisors @GlobalViewSC]

When our clients were ready to sell their business, Global View's clear approach and ongoing guidance enabled them to manage the proceeds and move forward with retirement with confidence.

Read the full case study: https://t.co/QTgxeKFL1h

[Global View Advisors @GlobalViewSC]

Retirement planning can be complex.

As you select a financial advisor, consider someone who:
• Operates only under a fiduciary standard.
• Offers fee-only, transparent advice.
• Has deep knowledge of Greenville’s marketplace.

Start planning today: https://t.co/r538cKnLlM

[Global View Advisors @GlobalViewSC]

Our team recently had the pleasure of celebrating Erin Milner's 10 year anniversary with Global View.

We’re incredibly grateful for Erin’s dedication over the past decade and are truly fortunate to have her as part of the Global View team!

[Global View Advisors @GlobalViewSC]

Recently, our Director of Practice Management, Kathleen Moore, visited Washington DC with her Kidney Cancer advocacy group.

We are proud of Kathleen’s efforts honoring her late husband and Global View’s founding partner, Ken Moore, who lost his battle to Kidney Cancer in 2021.

[Global View Advisors @GlobalViewSC]

As spring begins, it’s time to reasses your finances.

Global View provides personalized advice and ongoing guidance that ensures your investments, taxes, and estate considerations stay aligned and up to date.

Reach out today to refresh your strategy: https://t.co/9hQr9xYasi

[Global View Advisors @GlobalViewSC]

When our clients dreamed of a smooth transition into retirement in the Carolinas, we made it happen.

We evaluated their full picture and explained the value of fiduciary guidance. The result? a seamless move and a clear path forward.

Read the full case study on our website.

[Global View Advisors @GlobalViewSC]

Tomorrow starts with today’s decisions.

Our experienced approach helps clients to proactively make the right financial decisions while protecting their wealth and legacy from real world mistakes.

Take steps now to protect your financial future: https://t.co/rMMKrZR115

[Global View Advisors @GlobalViewSC]

The new One Big Beautiful Bill Act brings several tax law changes. Some may affect you, others may not.

We break down the areas where you could benefit and help you understand your options.

View the key tax changes here: https://t.co/Fb3SuSJbq9

[Global View Advisors @GlobalViewSC]

After the loss of a loved one, the last thing anyone needs is more overwhelm.

Our role is simple: to provide calm guidance, protect what you’ve built, and support you through one of life’s most difficult chapters, honoring the legacy you carry forward.

https://t.co/oQU8KXuy0M

[Global View Advisors @GlobalViewSC]

Roth conversions can be a powerful tool, when done for the right reasons.

We break down when Roth conversions may make sense, what to watch out for, and how to think about them as part of a broader plan in our latest blog.

Read more: https://t.co/mohw5woCIc

[Global View Advisors @GlobalViewSC]

Meet Anne Coe!

Anne, FPQP®, is a Paraplanner at Global View, working alongside our Advisors. Her FPQP® designation reflects a strong foundation in financial planning with focuses in retirement, investments, insurance, and estate planning.

We're glad she's a part of our team.

[Global View Advisors @GlobalViewSC]

Our loyalty is simple and transparent; We are 100% fee-only.

We don’t accept commissions, referral fees, or compensation from anyone other than our clients. That means no hidden agendas and no pressure to sell.

Our advice is built around only your best interests.