Todd Financial Solutions, a South Carolina-based financial planning firm, is to merge with WHM Capital Advisors. The new firm will keep the ...

Todd Financial Solutions, a South Carolina-based financial planning firm, is to merge with WHM Capital Advisors. The new firm will keep the WHM Capital Advisors brand.

WHM Capital Advisors, also based in South Carolina, is a discretionary investment management firm, which specializes in valuing companies, designing exit strategies and managing portfolios for business owners.

In addition, WHM manages a select number of portfolios for high net worth individuals, trusts, and foundations. According to a statement from WHM, the firm uses a core equity and fixed income strategy specifically designed to meet the individual objectives of each client.