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Your Spartanburg Financial Planner

Are you tired of your portfolio suffering gut-wrenching losses?

Professional Advice

Trust in our professional advice from an experienced and certified financial planner to help you achieve your financial goals.

Fully Independent

We are fully independent, which means unbiased recommendations that are tailored to your unique financial situation.

Transparant

Transparency is key to building trust, which is why we provide clear and open communication about all aspects of your financial plan.

Great Support

Count on our great support every step of the way, as we work together to help you navigate the complex world of financial planning.

Latest Posts

February 2023 ProVest Newsletter

Ashley February 9, 2023

Market and Performance Update – With all this talk of recession and

January 2023 ProVest Newsletter

ProVest Wealth January 13, 2023

Market and Performance Update – As 2022 recedes into the history

10 Potential Sources of Retirement Income

ProVest Wealth December 28, 2022

If you’re nearing retirement, the word “income” should never be

Provest November 2022

ProVest Wealth November 22, 2022

Market and Performance Update – November Market and Performance Update The

Tune in to Noel Swain’s weekly podcast, where he shares his expertise and insights on financial planning, investment strategies, and market trends. With over 30 years of experience, Noel provides practical advice and actionable tips to help you achieve your financial goals.

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The Wealth ToolKit

At ProVest, we believe financial planning and investment management go hand and hand. Discover how we integrate financial planning & investment management using The Wealth Toolkit.

About Us

The Easiest Way to Manage Personal Finances

Active Management is a integral part of our financial planning firm’s strategy. Click on the video above to hear more about how Active Management works.

Best advisor

With over 30 years of experience and a mission to help his clients achieve their great goals, Noel Swain is the best advisor to guide you on your financial journey.

Trusted certified

As a Certified Financial Planner™ practitioner and past President of the Institute of CFP’s, S.C. Society, Noel Swain is a trusted and certified professional in the financial planning industry.

Trusted Client

Noel Swain's dedication to helping his clients understand the overall markets and their own portfolio builds the trust needed to create long-lasting relationships with his clients. Trust Noel to help you achieve your financial goals.

INVESTMENT MANAGEMENT

We take a risk management approach in taking care of our clients’ hard earned capital in an effort to control volatility and set up strategies to protect portfolio’s from unfavorable market conditions. Our approach is to use technical research and software to help monitor and manage our investments.

WE ARE ALWAYS FOCUSED ON

Our Clients.....

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INVESTMENTS

Our approach to investments marries our decades of experience with modern investment-tracking technology.

RETIREMENT

Your retirement goals are important to you and thus, important to us. We build your financial plan based on your individual retirement goals.

ESTATE PLANNING

Estate planning is a crucial aspect of financial planning that ensures your assets are distributed according to your wishes and protects your loved ones after you pass away. With his vast experience and expertise,

PROGRESS MONITORING

We offer online access to your portfolio so you can see exactly how your investments are performing. Need further explanation? Our staff is ready to help you navigate financial reports.

PROVEST NUGGETS - VIDEO LIBRARY

Financial Advice ON DEMAND

CERTIFIED FINANCIAL PLANNER NOEL B. SWAIN

NOEL B. SWAIN

Noel Swain is the founder of ProVest Wealth Advisors, Inc. Since 1984, Noel has been fulfilling his mission to work with the great people of the Upstate to help give them the confidence in the future they need to plan for their “great goals of life.” His work involves formulating the strategies and finding the right financial products to help his clients achieve those great goals, and helping them understand the overall markets and their own portfolio.

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