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RELATIONSHIP-DRIVEN WEALTH MANAGEMENT

LOVE. GUIDE. SERVE.

You’ve worked hard to accomplish what you have, and now it’s time to live your life with peace and confidence, knowing you’ve done the right things to be a good steward of your resources. At McBee Avenue Wealth Advisors, our mission is to love our clients, guide them toward financial freedom and serve them through every season of life. Our business isn’t transactional, it's relationship driven. We’ll stay on the journey with you, so you can be free to pursue your passions, support your communities, and leave an impactful legacy for generations to come.

Team photo

CORE FOUNDATIONS

Drone Aerial of the Downtown Greenville, South Carolina SC Skyline

WE ARE CONSCIENTIOUS

We do what we say we're going to do. We go the extra mile. Details and Follow-through matter.

Beautiful Greenville downtown Falls park at the Reedy at golden hour with the Sun shining through the tree

WE ARE LOYAL

We provide faithful & constant support to each other and our clients.

The Bell Tower at Furman University near Greenville, South Carolina.

WE DO THE RIGHT THING

“A good name is to be more desired than great wealth" Proverbs 21:1

The Bell Tower at Furman University near Greenville, South Carolina.

WE CARE

We treat others the way we want to be treated.

The Reedy River gently flows through the city district of Greenville, South Carolina. This river and walkway offers a peaceful setting to locals and visitors alike. As the sun sets on the city the reflection brought the with it a peaceful setting.

WE ARE PROACTIVE

We understand the bigger picture. We take initiative by anticipating needs and solving problems for our clients and each other.

View at Greenville downtown waterfall in Falls park from the hanging bridge. Beautiful, powerful and very attractive for visitors.

WE ARE HUMBLE

We are quietly confident and coachable. Clients & team members first...it's not about me.

WE'RE TOP RANKED BY FORBES

When you work with McBee Avenue Wealth Advisors, you know you have an ally protecting your legacy and helping you succeed now and in the future. We've intentionally established a multigenerational firm that's designed to last well beyond our founders, ensuring that your family will always have a trusted partner in their corner no matter how far down the road.

We believe the best work is done when many different people bring their unique skills and perspectives to the table, so we work collaboratively as a team on your behalf. As a group of experts with different areas of specialization and knowledge, we're able to address the most complex planning scenarios with the high level of expertise they deserve.

We are proud to celebrate our recognition on Forbes Best-in-State Wealth Management Teams for 2024. Forbes has also recognized Jay Hatten as a Best-in-State Top Financial Security Professionals. This achievement reflects the hard work of our team, the trust of our amazing clients, and our successful partnership with Northwestern Mutual, all of which have made this recognition possible.

Forbes Best-In-State Top Financial Security Professionals 2024
Forbes Best-In-State Wealth Advisors 2024
Forbes Best-In-State Wealth Management Teams 2024
Forbes Best-In-State Top Security Financial Professionals 2023
Forbes Best-In-State Wealth Advisors 2023
Forbes Best-In-State Wealth Advisors 2022
Forbes Best-in-State Top Financial Security Professionals 2022

Forbes Best-In-State Wealth Management Teams (January 2024), Research & ranking provided by SHOOK ® Research, LLC – Data as of 3/31/2023. Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Forbes "Best-in-State Wealth Advisors" list (April 2022), based upon data as of 6/30/2021. Forbes Top Financial Security Professionals Best in State List (July 2022,2024), based upon data as of December 31st of the preceding year. Research and rankings provided by SHOOK Research. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.