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Southbound Wealth LLC

I founded Southbound Wealth on a simple idea: financial planning should have purpose. My goal is to make the process clear, seamless, and stress free. Whether you’re planning for retirement, growing your wealth, or saving for your family’s future, I’m here to guide you every step of the way.

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Matthew McCoy, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

150 Oakland Ave. Suite 225 Rock Hill, SC 29730 Phone: +1 (803) 493-4370

Primary Office

150 Oakland Ave. Suite 225 Rock Hill, SC 29730 Phone: +1 (803) 493-4370
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