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Enjoying Camp Fire

Local advisors serving local familes

Local advisors serving local familes

Local advisors serving local familes

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Who We Serve

Family with Tablet

Mid-Career

Saving for Retirement

As your focus turns towards saving for retirement, let us help you put a plan in place that meets your needs.

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Carpenters at Work

Late Career

Transitioning to Retirement

You worked hard to get to this point.  Let us help you make sure you have a plan in place for what comes next.

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Senior Couple on Vacation

Retirees

Staying Retired

We can monitor your financial plan, and make any necessary adjustments so that you can enjoy your retirement.

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Learn more about the ways Mindham Wealth Advisory can help you pursue your financial goals. 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mindham Wealth Advisory and Richland County Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mindham Wealth Advisory, and may also be employees of Richland County Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Richland County Bank or Mindham Wealth Advisory. Securities and insurance offered through LPL or its affiliates are:

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           Not Insured by FDIC or                 Not Bank Guaranteed       Not Bank Deposits or Obligations             May Lose Value

           Any Other Government Agency 

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Richland County Bank (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. 

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
 

Representatives of a Registered Broker-Dealer ("BD") of Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b ) are excluded or exempted from that state's registration requirements.

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Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to offer securities in the following states: AR, CA, CO, IN, LA, MD, MN, WI, MN, NE, NY, NC, TX, VA, and WI

LPL Financial Form CRS

Check the background of this firm on BrokerCheck

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