At Brightworks Financial Planning, we believe that the ultimate goal of any financial plan is to lead a life well lived, with the people we love, in the places we want to be. This is achieved through careful analysis of hopes and dreams as well as financial statements and goals. The end result is as unique as you are. If you are looking to get the most out of life with your money and you have added complexity that requires professional guidance, you’re in the right place.

We’re not your typical financial planning firm, and Forest Dutton is not your typical CERTIFIED FINANCIAL PLANNER® certificant. We believe the human element of financial planning is needed more than ever, and the role of advisor is rapidly evolving in the age of AI and automation. You’re not here because you need more technical information, but rather to understand how the vast amount of available information can you filtered to apply to your unique goals and values in financial planning. That’s where we come in. We offer the flexibility and comprehensive analysis you need to develop a successful financial plan in today’s world while preparing for tomorrow’s challenges. We are a South Carolina-registered investment advisory firm serving clients locally in Columbia and Lexington as well as nationwide.

Illuminating Your Financial Future

At Brightworks Financial Planning, we illuminate the road to a secure future. Have you ever wondered about the tomorrow that you’ve been striving for all your life? Have you dedicated time to plan for it? That’s precisely why Brightworks Financial Planning exists. We help through comprehensive analysis and actionable recommendations to give you peace of mind that you are on track to meet your goals. We believe a financial advisor should be equal parts competent and compassionate while collaborating and communicating about what matters most in life with each client. Is your financial advisor lighting the way or blurring your focus?

Client-Centric Solutions

As an independent fiduciary registered investment advisory firm,  Brightworks Financial Planning maintains a commitment to putting clients’ interests above our own. We work closely with you to understand your objectives, identify your problems, and tailor financial plans that align with your unique circumstances. Our client-centric approach ensures that your goals remain at the forefront of our strategies.

The Heart of Financial Planning

You are more than just your net worth. We take pride in getting to know you, your anxieties, your aspirations, and your vision for the future. Our process begins with asking the right questions. From there, we craft a financial plan tailored to guide you toward your financial goals. When you think of a financial advisor, broader goal planning and exploration don’t often come to mind. This is what makes the Brightworks ethos unique. We want to understand the underlying reasons behind every goal, so we can ensure an optimal outcome for you and your loved ones. 

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Ready to take the first step towards a secure financial future? Reach out to us for expert financial planning and investment advisory services. We are here to assist you in navigating the path to financial success, addressing your concerns, and helping you achieve your goals. Come see how we do planning differently
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“Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.”