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(803) 722-9966
You Deserve Financial Excellence

You Deserve Financial Excellence

Wherever you want to go, we are ready to help at every step of the journey.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

Who We Are

At BACE Financial we don't have clients, we have partners.  When we enter into a reltionship, we become a partern in your money and you become a partner in our business.  We work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to our BACE Camp approach, we strive to always know where you stand.

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How We Serve

In addition to partnering together, we use the BACE Camp approach to create a plan so your finances fit your lifestyle.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible plan to navigate every step of the way.

Lifestyle

When we retire we gain 40 hours of free time a week.  That's 2,080 hours a year.  Do you have a plan to fill it? 

Investment

We use the BACE Camp approach to understand your wants, goals, and needs. Then we craft custom solutions to meet your needs, work towards your goals, and cover some wants.  

Taxes

Tax evasion is illegal, but tax planning is encouraged.  We work with our partners to create a plan so they understand their tax situation, and their options.  

Estate

Death is a fact of life. It is one of the things that all of us will share.  Avoiding planning for it only makes things harder on your loved ones.  We help discuss your wishes to create a plan to carry them out.  

Money

You spent your life saving, and building up wealth. It can be scary to work with someone else to manage it.  We have partners, not clients, becuase without you we dont exist.  We become a partner in your money because its more than a transactional relationship.  it's your life savings.  

Ready to get started?

Ready to get started?

What Sets BACE Apart

The seed for BACE Financial was first planted when our Founder, Richard Miller, lost his dad to Pancreatic Cancer.  Richard helped his mom naviagte the finances that come with loosing a partner.  While doing so he relized that the person his mom was working with as a financial professional didn't have her best interest at heart, and was ultimately looking at her as a commission.  Not a person who had just experienced the loss of a partner of almost 40 years.  Since then BACE financial works hard to keep people from feeling that way, and is proud to annouce the majority of individuals that decide to partner with us are widows and widowers.     

Call Us

(803) 722-99668

Address

6000 Garner's Ferry Road

Suite 10

Columbia, SC 29209