By Design Wealth Management

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By Design Wealth Management At By Design Wealth Management, we have the client – and only the client – in mind.

We educate our clients about financial concepts and products, and take the mystery out of investing, estate conservations, and preserving wealth. Our mission statement is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with them as their trusted and knowledgeable advisors. We aim to accomplish this through education, training, integrity, and outstanding client service.

Pay attention to security notifications. You're practicing good cybersecurity habits by staying aware of your machine's ...
10/27/2026

Pay attention to security notifications. You're practicing good cybersecurity habits by staying aware of your machine's activity.

10/23/2026
A home is the single largest financial commitment for most people. What mortgage fits you best?
10/21/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Keep your devices current and protected. Software updates include essential security fixes that protect you from attacke...
10/20/2026

Keep your devices current and protected. Software updates include essential security fixes that protect you from attackers.

Are you interested in finding, renewing, or updating your health insurance coverage? The Affordable Care Act marketplace...
10/19/2026

Are you interested in finding, renewing, or updating your health insurance coverage? The Affordable Care Act marketplace open enrollment begins November 1st. Check out healthcare.gov for more information.

Medicare Open Enrollment begins today! Any changes you'd like to make to your coverage must be completed by December 7, ...
10/15/2026

Medicare Open Enrollment begins today! Any changes you'd like to make to your coverage must be completed by December 7, and those changes to your plan will begin on January 1, 2027.

Your health insurance coverage in retirement should work to protect your financial wellbeing. We're happy to help navigate new opportunities or plan changes during this upcoming open enrollment period. Feel free to reach out with any questions, or to schedule a meeting to talk.

10/14/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Simplify your cybersecurity with a strong password. Using a mix of upper and lowercase letters, numbers, and symbols is ...
10/13/2026

Simplify your cybersecurity with a strong password. Using a mix of upper and lowercase letters, numbers, and symbols is crucial.

10/12/2026

Address

2711 Middleburg Drive, Suite 313 C
Columbia, SC
29204

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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