Ensemble Wealth Planning

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Ensemble Wealth Planning We are Ensemble Wealth Planning, a Florence, SC-based team specializing in multi-generational financial planning.

Led by a father-daughter partnership, we bring a balanced perspective to wealth management. Our mission is to harmonize your financial dreams with reality through a unique blend of generational wisdom and modern strategies. Serving the Pee Dee Region and beyond, we craft genuine relationships built on trust and understanding, with a focus on a well orchestrated, multigenerational approach to wealth planning.

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Securities and advisory services offered through &PARTNERS℠, a registered broker-dealer
and investment advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.

Financial priorities change as life changes.At one stage, the focus may be building an emergency fund or paying down deb...
10/15/2026

Financial priorities change as life changes.

At one stage, the focus may be building an emergency fund or paying down debt. Later, it may shift toward retirement, caring for family, enjoying what you’ve built, or thinking about what you’ll leave behind.

A strong financial plan considers what you need today while making room for what may matter tomorrow.

We’re excited to welcome Rutledge Durant to Ensemble Wealth Planning as our new Wealth Management Associate!Born and rai...
10/13/2026

We’re excited to welcome Rutledge Durant to Ensemble Wealth Planning as our new Wealth Management Associate!

Born and raised in Gable, SC, Rutledge joins us with a background in agricultural insurance and a passion for building relationships with individuals and families across our community.

As Rutledge shares, “I believe that understanding why you’re making a decision is just as important as the decision itself.” His commitment to helping people feel informed and confident in their financial decisions makes him a wonderful addition to our Florence team.

Please join us in welcoming Rutledge to Ensemble! We’re glad to have him on board! 🎉

Please join us in welcoming Rob Unger and his advisory practice as we expand to Pawleys Island!Rob brings a wealth of kn...
10/09/2026

Please join us in welcoming Rob Unger and his advisory practice as we expand to Pawleys Island!

Rob brings a wealth of knowledge, experience, and a genuine commitment to caring for his clients. His dedication to building meaningful relationships and helping clients navigate their financial journeys makes him a wonderful addition to Ensemble Wealth.

We’re excited to welcome Rob and his clients and look forward to the relationships, collaboration, and opportunities ahead.

To learn more about Rob and his practice, head on over to our site https://www.ensemblewealthplanning.com/

Welcome, Rob! We’re glad you’re here!

Life changes. Your financial plan should be able to change with it.The goals you had five, ten, or twenty years ago may ...
10/08/2026

Life changes. Your financial plan should be able to change with it.

The goals you had five, ten, or twenty years ago may not be the goals you have today—and that's okay.

Retirement, travel, family, philanthropy, work, and lifestyle priorities can all evolve over time.

Your financial plan shouldn't just tell you what you can do. It should create room for what matters most to you now.

Hey friends, Caroline here! I had to take a moment to share a special note about my momma. She has always been a constan...
10/07/2026

Hey friends, Caroline here!

I had to take a moment to share a special note about my momma. She has always been a constant source of encouragement and support for me.

She is incredibly dedicated to everything she does and is one of the most talented musicians I know. I’m so proud of her and feel very lucky to call her my mom!

🎶 MEET THE MUSICIANS
Meet Margaret Jones, flutist who has played with the FSO for about 27 years and is a retired teacher. Fun Fact... She does a pretty convincing chicken impression. 🐔😂
❤️ Bless Your Arts!
Concert Tonight! 🎶 THE NEW WORLD • October 5 • 7:30 p.m.
FMU Performing Arts Center 🎟️ 843-661-4444

Medicare Open Enrollment is coming up. Is your coverage still working for you?A lot can change in a year—your prescripti...
10/06/2026

Medicare Open Enrollment is coming up. Is your coverage still working for you?

A lot can change in a year—your prescriptions, doctors, healthcare needs, income, and even your retirement plans.

From October 15 through December 7, Medicare beneficiaries have an opportunity to review their coverage and make changes for the coming year.

Healthcare costs are an important part of retirement planning. We can help you understand how those costs fit into your broader financial plan and coordinate with Medicare professionals when needed.

We’ve found that people don’t usually schedule a meeting just because they want to review their investments.They schedul...
09/30/2026

We’ve found that people don’t usually schedule a meeting just because they want to review their investments.

They schedule a meeting because something in life has changed.

A new opportunity.
A growing family.
An aging parent.
A career milestone.

Those moments can be exciting, sometimes overwhelming, and almost always worth talking through.

That’s why we believe some of the strongest financial plans aren’t built to stay the same.

They’re built to adapt as your life does.

One of the things we’ve noticed is that retirement doesn’t always unfold the way people expect.Many people prepare finan...
09/25/2026

One of the things we’ve noticed is that retirement doesn’t always unfold the way people expect.

Many people prepare financially. Far fewer prepare for the change in identity that can come with no longer being the person everyone turns to at work.

The meetings stop.
The phone gets quieter.
The routine changes.

But what doesn’t change is everything you’ve learned along the way. Your experience didn’t retire when you did.

Someone could benefit from the lessons you’ve spent decades earning.

Whether it’s mentoring a young professional, serving your community, or supporting a nonprofit, your next chapter can be just as meaningful as the one that came before.

A lot of important financial conversations start with a simple sentence: “I’ve been meaning to ask you about this.”Somet...
09/23/2026

A lot of important financial conversations start with a simple sentence: “I’ve been meaning to ask you about this.”

Sometimes it’s a statement they don’t understand. Sometimes it’s an old retirement account. Sometimes it’s simply something they’ve been unsure about for a while.

And often, once we take a closer look, the answer isn't as complicated as they expected.

Remember, you don’t need to have everything organized before asking questions.

You don’t need to know exactly what something means. You don’t need to have all the paperwork sorted out.

Sometimes the most productive meetings begin with:

“Can we look at this together?”

That’s what we’re here for.

Address

Florence, SC

Opening Hours

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

Telephone

+18434075095

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