Norris Financial Group Employee Directory
Investment ManagementSouth Carolina, United States2-10 Employees
Norris Financial Group is a small investment management firm based in Greenville, South Carolina, delivering wealth management and advisory services. It operates under a client-centered OneLife Wealth Management philosophy that prioritizes relationships and trust as the foundation for tailored guidance. The firm emphasizes being detail-oriented, responsive, and educational, aiming to set realistic expectations for its clients. By aligning its goals with those of its clients, it seeks to support durable financial success. Securities are offered through Osaic Wealth, Inc., a member of FINRA/SIPC, while investment advisory services are provided by Norris Financial Group, LLC, a registered investment adviser unaffiliated with Osaic. The organization maintains a small professional team serving clients from Greenville.