Global View Investment Advisors

Global View Investment Advisors Global View Investment Advisors is a Independent, Fee-Only, Wealth Management & Financial Planning

Global View Investment Advisors is an Independent, Fee-Only, Wealth Management, Financial Advisory & Retirement Planning Firm, Serving Global Clients from Downtown Greenville, South Carolina.

The Global View team works hard for our clients, but our families are the backbone of support that allow us to help othe...
09/03/2026

The Global View team works hard for our clients, but our families are the backbone of support that allow us to help others.

We are proud to celebrate Matt’s wife, Sara, on being recognized as J.L. Mann High School Teacher of the Year!

Thank you, Sara Crider, for being an excellent educator who is dedicated to making an impact in your students' lives. Congratulations!

It was great having lunch recently with some of our professional partners, Kemper Keenan and Kyle Pruitt of Arthur State...
09/01/2026

It was great having lunch recently with some of our professional partners, Kemper Keenan and Kyle Pruitt of Arthur State Bank.

With many years of experience in the trust industry, Kyle has joined Arthur State Bank as the Chief Trust Officer. We enjoyed connecting and hearing about the direction he’s taking the bank’s Trust Division!

Protecting your wealth starts with putting your interests first.We believe protecting your financial future requires a r...
08/27/2026

Protecting your wealth starts with putting your interests first.

We believe protecting your financial future requires a relationship built on trust, transparency, and unbiased advice that aligns with your best interests.

As a fee-only fiduciary, we work solely for our clients. This means that every recommendation we make is based on what we truly believe best supports your financial goals, without outside incentives influencing our advice.

Your goals come first. Always.

Planning for retirement involves more than building your savings. The decisions you make before you retire can have a la...
08/25/2026

Planning for retirement involves more than building your savings. The decisions you make before you retire can have a lasting impact on your long-term financial security.

As you prepare for retirement, ask yourself these questions:

-Have you determined the best time to begin collecting Social Security based on your income sources, tax implications, personal needs, and goals?
-Have you evaluated how your retirement income may affect your taxes?
-Have you accounted for how inflation may impact your retirement lifestyle over time?
-Have you updated your estate plan and legal documents to reflect your wishes?

We help you ask the right questions. Reach out today to start planning your retirement: https://hubs.li/Q04rPBJx0

One firm. One full-service team.The Global View team works hard to protect your wealth and help it flourish. As full-ser...
08/20/2026

One firm. One full-service team.

The Global View team works hard to protect your wealth and help it flourish. As full-service financial advisors, we bring deep experience across investing, financial planning, tax management, and estate planning to provide coordinated guidance tailored to your goals.

We also work in close collaboration with your trusted professional advisors, such as accountants and estate attorneys, so everyone has the necessary information to make the best decisions. The result is a cohesive strategy designed to support your financial goals today and for years to come.

Let’s talk about what we can do for you: https://hubs.li/Q04rPlj60

After losing a loved one, your income and expenses are likely to change.Social security benefits, pension income, househ...
08/18/2026

After losing a loved one, your income and expenses are likely to change.

Social security benefits, pension income, household costs, and tax status all shift after losing a spouse. During an already troubling transition, the right financial advisor can help you build a realistic budget and plan reflecting your new situation, so you can move forward with a sense of financial clarity.

Meet Joey.With 30 years of experience in the financial advisory industry, our Managing Partner and Retirement Transition...
08/13/2026

Meet Joey.

With 30 years of experience in the financial advisory industry, our Managing Partner and Retirement Transition Specialist brings extensive knowledge to every client relationship. He is a Certified Financial Planner™, Chartered Retirement Planning Counselor, and Registered Social Security Analyst. Joey takes the lead in the planning process, providing clients with the best possible service across retirement, estate, and collaborative planning.

Joey graduated from the University of South Carolina with a BS in Economics and Finance. He is formerly a member of the governing board of Miracle Hill Ministries and currently teaches financial readiness classes for their addiction recovery programs. He served on the Greenville Leadership Council for the South Carolina Christian Foundation. He is currently on the Greenville Estate Planning Council and is actively involved at Cedar Shoals Baptist Church.

Outside of the office, Joey can be found driving a tractor on his land, enjoying the mountains, and spending time with his wife, Kathryn.

Learn more about Joey: https://hubs.li/Q04rPpNg0

In the transition from military to civilian life, long-term stability requires a coordinated approach.Veterans who succe...
08/11/2026

In the transition from military to civilian life, long-term stability requires a coordinated approach.

Veterans who successfully maintain financial security often take a comprehensive approach built on four pillars: retirement planning, investment planning, family & legacy planning, and emergency savings. Integrating each of these pillars into a unified plan ensures that each component of your financial life works together to protect your financial future.

Global View is here to help you maximize your veteran resources and build a stronger future. Read our full veteran financial planning guide: https://hubs.li/Q04rPnRj0

How much risk are you really taking?Many investors don't realize their portfolio carries more risk than they're comforta...
08/06/2026

How much risk are you really taking?

Many investors don't realize their portfolio carries more risk than they're comfortable with until markets begin to decline. By then, emotions can take over, leading to costly decisions that may impact long-term financial goals.

At Global View, we believe risk management is one of the most important parts of financial planning. That means regularly evaluating your risk tolerance, reviewing your portfolio as a whole, and ensuring your investment strategy continues to align with your goals as markets and life circumstances change.

Learn more about our approach: https://hubs.li/Q04nVpxd0

Address

800 E Washington Street , Ste A
Greenville, SC
29601

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+18642720818

Website

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