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Financial Planning and Investing for the Greenville-Spartanburg area.


Let us help you plan, invest, and protect.

Financial Plans

We meet with each client to understand their current needs and objectives. We then create and help implement a plan designed just for them.

Investments

We present clients with easy-to-understand recommendations,  providing assistance for the client's investment portfolio and objectives. 

Insurance

As unbiased independent insurance brokers, we shop multiple carriers to obtain the most appropriate policy for each client, protecting what matters most.

A Certified Financial PlannerTM along with a team of financial professionals dedicated to serving you.

Pairing tailored service with thoughtful conversation.


Our mission has been, and will continue to be, to provide a level of exceptional individualized service and consistent attention for each one of our clients. We partner with our clients, helping them take control of their financial lives. We take pride in custom-tailoring each portfolio to fit the needs of the client. Doing so allows us to be flexible in our plan and approach, and makes us truly client-centric. 

Our team of financial professionals are here to assist you in planning and protecting your future.

Stephen Noblin Photo

Stephen Noblin

Certified Financial Planner, CLU, ChFC, CFP®
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Stephen.noblin@ceterawealth.com


Steve founded the firm in 1984 and has operated it continuously since that time in Spartanburg, SC.  He carries licenses for insurance and registrations for securities sales, and is an Investment Advisor Representative with Cetera Advisor Networks.

Steve is a current member in good standing of The Financial Planning Association.  Additionally, he is a past local and state president of The National Association of Insurance and Financial Advisors.  He is currently a member and past president of The Spartanburg Estate Planning Council.

An alumnus of The University of North Carolina at Chapel Hill, he located to the upstate of South Carolina in 1979. He is married to Wanda Noblin, and has three grown children and eight grandchildren.


Jordan Noblin Photo

Jordan Noblin

Investment Advisor Representative
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jordan.noblin@ceterawealth.com


In 2019, Jordan relocated his family from Charlotte, NC to join the practice as a Financial Professional. He is responsible for running the back office functions of the practice including client onboarding, trade execution and confirmation, and account surveillance. Due to the fact that the office does not outsource account management, each of our advisory accounts are associated to an individual model. This requires the accounts to be followed regularly in-house, which is Jordan's primary responsibility. 

Jordan is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks.  In addition to his internal responsibilities in the practice, Jordan works directly with individuals and businesses providing financial planning and investment advisory services. 

An alumnus of Clemson University with a Bachelors degree in Landscape Architecture, Jordan is active away from work with his wife and two sons, and tries to sneak in a round of golf when he can. 


Belinda West Photo

Belinda West

Customer Service Specialist
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belinda.west@ceterawealth.com


I have worked in this office for over 15 years. In my time here, I have watched clients come in from all walks of life. Often times, they come in feeling very vulnerable and guarded. I am proud of the fact that our financial professionals try to relate to clients on their level. Our firm's aim is to make clients feel like they can have control of their finances with our help. They can rely on our financial professionals to give them straight-forward, honest advice. It does not have to be a chore. They can leave with a plan and a confidence, knowing that everything will be okay.

I truly like my job, but when I'm not at work, I like to spend time with my family and our dog Lacie. I enjoy going on road trips and spending time outdoors.

We provide you with solutions to 

your financial needs.

Allow us to build a plan for you, providing money management services which can help you to enjoy the life that you have built. 


Whether we work in accumulation, protection, preservation or distribution, a financial plan is always our starting point.


To successfully build anything, you need a set of plans.  A good plan will create a desired cash flow, indicate proper asset allocation, identify tax and protection problems, and establish a framework to manage your financial well-being.

No two plans are the same.

A financial plan should be tailor-made to fit you.  Your priorities, your desires, your resources.

 Getting started is easy.

Call our office to schedule a no cost initial consultation or just send us an email with any questions you may have regarding our process.


We believe the following principles when making recommendations to our clients:


Diversification

Diversification* is our primary tool for managing market risk.

ASSET ALLOCATION

Asset allocation* is a decision which we do not outsource. It is the single most important decision in money management and should be based on asset/liability matching, not a short risk questionnaire.

DISCIPLINED STRATEGY

Investment decisions should correlate with the income needed during your retirement. Many factors are involved in making appropriate investment decisions, and your financial plan is continuously reviewed and refined to insure the most appropriate strategies are being utilized.


We offer fee-based planning services for a monthly fee. Our services for the first year include the following: 

  • One hour Discovery session
  • One hour Planning session
  • Delivery of a written financial plan with an executive summary
  • Delivery of an interactive Client portal with your plan embedded, real-time updates, online storage, expense tracking, and a budget creation tool.
  • Thirty-minute client portal orientation
  • Monthly market update by email
  • Quarterly Keeping Current webinar
  • One hour follow-up to evaluate results, review Estate Planning, Tax Planning, and any other items from initial Planning session.

We are currently registered and offer planning services in the following states: CO, CT, FL, GA, MD, MO, NC, NJ,  OH, OK, SC, TN, and VA.

Please consult legal or tax professionals for specific information regarding your individual situation.

We assist clients with the following types of coverage.


Life insurance
Disability insurance
Long term care insurance
Annuities

Our services are designed to help you answer the following frequently asked questions:


How much do I need to save for retirement?

Should I rollover my 401(k)?

How can I reduce my exposure to risk?

What is the best way to save for college?

How can I maximize my qualified plan and/or IRA contributions?

How can I minimize my estate taxes and preserve more of my assets for my heirs?

Do I have the right amount of insurance?

Should I purchase an annuity?

How may we assist you?


Getting Started is Easy

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to work with us.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term? What would you like to avoid?