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US Regional Financial Planning Groups Merge

Paul Das

18 July 2005

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.