About Us
We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
Michal Kovac, CFP
Managing Director - InvestmentsAs Financial Advisor for his valued clients, Michal Kovac focuses on balancing the many risks facing investors today while striving for better returns and helping clients achieve financial well-being that allows them to spend their lives in their own way. He takes a holistic approach to investing, often engaging with his clients’ other professionals. True wealth is more than money, which is why he organizes health and wealth events for his clients.
Michal is committed to helping affluent clients, who include executives, retired executives, small business owners, entrepreneurs, retirees, and group retirement plans plan for their goals and objectives. He helps clients by assisting with guidance on existing portfolios, construct customized portfolios, and helping to manage risk through the use of various investment strategies. He also provides essential guidance to his clients in estate planning strategies, college funding, retirement income planning, and charitable and philanthropic planning.
Education
Michal has earned the CERTIFIED FINANCIAL PLANNERTM, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Personal Interests
Originally from the Slovak Republic, Michal currently resides in Myrtle Beach with his wife and three children. He is an amateur triathlete and competes in Ironman triathlons on a regular basis. In his spare time, he enjoys family activities, golfing, and building guitars in his workshop.
Michael D. Farish, CFP, ChFC
Managing Director - InvestmentsDuring Michael's career, he helped establish and manage offices in the Myrtle Beach and Conway communities while always keeping his clients’ needs first. He holds his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant® (ChFC®) designations.
Personal Interests
Michael attended Arizona State University, The University of South Carolina, and Charleston Southern University. He and his wife, Paula, reside in Murrells Inlet, SC. Away from the office, he enjoys swimming, cycling, participating in triathlons, hunting, and playing guitar at church.
Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.