Business Details
12 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
The Templeton Group has been dedicated to providing independent financial advice since 2014. Our mission centers on building long-term relationships with clients by creating personalized financial plans that align with their values, goals, and life stages. With over 25 years of combined industry experience, we specialize in comprehensive financial planning, retirement strategies, investment management, and risk mitigation. As Certified Financial Planners and Certified Kingdom Advisors, we integrate biblical principles with rigorous financial expertise to serve individuals, families, and businesses across South Carolina and beyond.Our client-centric approach emphasizes education, transparency, and ongoing support to simplify complex financial decisions. We maintain partnerships with LPL Financial and Good Life Advisors, LLC, ensuring access to objective research and diverse investment solutions. Through regular training and adherence to ethical standards, we prioritize integrity and client satisfaction in every aspect of our practice.
Services
Financial Planning
Retirement Planning
Investment Management
Risk Management
Estate Planning
College Savings Plans
Insurance
Medicare Supplement
Employee Benefits
Financial Wellness Workshops
Details
- Year established: 2014
Highlights and features
- We offer personalized financial plans tailored to your unique goals and values.
- Our team includes Certified Financial Planners with rigorous industry qualifications.
- We provide biblically wise financial advice aligned with your Christian worldview.
- With over 25 years of combined experience, we deliver expert guidance in complex financial planning.
- Our client-centric approach prioritizes transparency, integrity, and long-term relationship building.
Associations and certifications
- CFP Board
- Certified Kingdom Advisor
Services
Financial Planning
We develop customized financial plans by analyzing your goals, risk tolerance, and time horizon. Our approach integrates tax-efficient strategies, debt management, and long-term wealth accumulation techniques. Clients receive ongoing guidance to adapt plans to life changes and market conditions.
Retirement Planning
Our retirement specialists create tailored strategies for pre-retirees and retirees. We optimize Social Security benefits, pension plans, and 401(k) rollovers while addressing tax implications. Regular portfolio reviews ensure sustainable income throughout retirement.
Investment Management
We offer diversified portfolios aligned with your risk profile, including stocks, bonds, and mutual funds. Our active management approach balances growth potential with risk mitigation through periodic rebalancing and tax-efficient harvesting strategies.
Estate Planning
Our advisors help structure estates to minimize taxes and probate costs while honoring your wishes. Services include trust creation, beneficiary designation reviews, and coordination with legal professionals for comprehensive legacy planning.
Risk Management
We assess exposure to financial risks through life, disability, and long-term care insurance evaluations. Our strategies protect against market volatility and unexpected events while aligning coverage with your overall financial objectives.
People
Robert Templeton
Wealth Management Advisor
With 25+ years in finance, Robert Templeton combines CFP certification with pastoral experience. He specializes in biblically guided wealth management and holds a mechanical engineering degree from Orangeburg-Calhoun Technical College.
Ryan Templeton
Certified Financial Planner
Ryan Templeton, a CFP professional, brings communication expertise from Charleston Southern University. Former firefighter experience informs his practical approach to client financial security and retirement planning strategies.
Timothy Albergotti
Wealth Management Advisor
Timothy Albergotti contributes operational expertise from Dealer Specialties of South Carolina. He focuses on portfolio management and client relations, combining business acumen with personalized financial guidance.
Questions
What financial services do you specialize in?
We specialize in financial planning, retirement strategies, investment management, estate planning, and risk assessment tailored to individual client needs.
Are you certified financial planners?
Yes, our team includes Certified Financial Planners (CFP) who meet rigorous industry standards for professional competence.
Do you work with Christian clients specifically?
As Certified Kingdom Advisors, we provide biblically wise financial guidance while serving clients of all backgrounds with integrity.
How do you approach investment management?
We create diversified portfolios aligned with your risk tolerance, using active management and tax-efficient strategies for long-term growth.
What areas do you serve?
Primarily Columbia, SC and the Midlands region, with clients across South Carolina and select neighboring states.
