Our Story

Brightworks Financial Planning was founded by David Poole in 2014 after many years in financial services working for a large insurance company and realizing that financial planning was much broader than just risk management. Our founding principles are those of planning and relationships over sales and products. Although David passed away in 2024, he had a vision for financial planning that went beyond the numbers and involved always serving and putting clients' interests first while leaning into his faith, family, and relationships. Our planning philosophy remains committed to these principles as we grow and develop as a firm, seeking to shine a light and position the achievement of clients' goals at the forefront of all that we do. We seek to balance the human side of planning with technical acumen to ensure an optimal outcome in getting the most out of life with your money. 

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Financial Planning Education

The financial planning landscape is ever-evolving. With a never-ending commitment to education in financial services, we stay ahead of industry trends and are committed to innovation across the firm to make achieving your financial goals more achievable and implementing recommendations frictionless. This allows us to provide you with the latest insights and strategies, ensuring that your financial plans are both current and effective. Your plan is not static, so your financial planner shouldn't be either. We are constantly learning to hone the fundamentals and strategically employing advanced strategies while partnering with other professionals when necessary to get the best outcome for our clients. 

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Who Do We Help?

We help busy, hard-working professionals and those approaching retirement cut through the noise to achieve clarity in their path to enjoy the freedom they've worked so hard for. Are you seeking tax efficiency, pro-active financial planning, and holistic advice on optimizing your goals for financial freedom? Is complexity in life making it difficult to put the pieces together? We are the planning firm that steps in to serve as a guide to get you where you want to go. 

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financial planning education columbia, sc lexington, sc investment management

Financial Planning Components Tailored To Your Goals

  • Retirement planning
  • College Planning
  • Investment Management
  • Risk Management
  • Tax Planning
  • Estate Planning
  • Cash Flow Management
  • 401k Implementation And Advising
  • Student Loan Planning

Our Financial Planning Process

Pricing Flexible and Transparent Options

Flat fee- Annual payment under this model is typically $2,000-$10,000 and varies according to complexity. Best for ongoing engagement.

Hourly- $250 per hour for those with specific and short-term problems that require professional guidance. 

Assets Under Management- Fees are deducted from the portfolio assets that we manage according to the following schedule:

$0-750,000                             1% annual fee

$750,00-$1,500,000           .75% annual fee

$1,500,000-$3,000,000     .60% annual fee

>$3,000,000                        .50% annual fee

Let’s Connect
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