Summerville, SC
George M Rabon
Hi, I’m George. I’m a financial advisor based in Summerville, South Carolina, with 12 years of experience helping pre-retirees, retirees, business owners, physicians, dentists, and families navigate important financial decisions.
Before becoming an advisor, I worked in public accounting and earned a Master’s degree in Accounting with a focus in Taxation. That background continues to shape how I work with clients today. I bring financial planning, investment management, retirement planning, and tax considerations together so each strategy reflects the client’s broader financial picture.
I believe good planning starts with getting to know the person behind the numbers. My goal is to understand what matters to each client and develop a personalized plan that supports those priorities over time.
I want to understand each client’s goals and financial picture, then build a personalized approach that brings together financial planning, investment management and tax planning.
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DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
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George
George Rabon, CFP®, AIF®, is a financial advisor with 12 years of experience working with successful families, business owners, physicians, dentists, pre-retirees, and retirees. His work centers on bringing together financial planning, investment management, retirement planning and tax considerations based on each client’s circumstances and priorities.
George’s path into wealth management began in public accounting. He earned a B.S. in Accounting from Clemson University, where he was a member of the Clemson football team, and later earned his Master’s degree in Accounting from the College of Charleston with a focus in Taxation. He is also a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary®.
His accounting background provides an important perspective when evaluating how investment and planning decisions may affect a client’s broader tax picture.George likes to work alongside clients’ CPAs, attorneys, and other professional advisors to coordinate different areas of their financial lives.
George lives in Summerville, South Carolina, with his wife and three children. His Christian faith is an important part of his life and shapes his view of stewardship and serving others. Outside of work, he enjoys spending time with his family, volunteering at church, playing golf with friends and bow hunting in the outdoors.
For George, wealth management is about helping clients bring greater clarity and intentionality to the resources they have built, while keeping their families, priorities, and long-term goals at the center of the planning process.
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How did you become a financial advisor?
Before becoming a financial advisor, I worked in public accounting. My accounting background gave me an appreciation for how closely taxes and financial decisions are connected, and I wanted the opportunity to work more directly with people on their broader financial lives. That ultimately led me into wealth management, where I can bring together financial planning, investments, retirement planning, and tax considerations.
What types of clients do you work with?
I primarily work with pre-retirees and retirees, business owners, physicians, dentists, and successful families. My clients come to me because they want a coordinated approach to increasingly complex financial decisions.
What areas of expertise do you have?
My background is particularly focused on financial planning, retirement planning, investment management, and tax planning. I have a Master’s degree in Accounting with a focus in Taxation, along with my CFP® and AIF® designations. That combination helps me evaluate financial decisions from both a planning and tax perspective.
What kinds of strategies do you help clients with?
I commonly help clients bring together financial planning, investment management, retirement planning, and tax planning. Rather than looking at each decision separately, I consider how the pieces interact and how a decision in one area may affect the rest of a client’s financial picture.
What is your favorite part of working with clients?
My favorite part is getting to know clients and understanding what they want their wealth to accomplish. I enjoy helping them work toward their goals and seeing a plan become more meaningful as it reflects what matters to them and their families.
What is it like partnering with Savvy?
I’m excited about the opportunity for growth with Savvy. I value having a platform and resources that support the work I do with clients while giving me the opportunity to continue developing my practice.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
George Rabon is an investment advisor representative registered with Savvy Advisors, Inc. ("Savvy"). All investment advisory services offered by George Rabon are offered through Savvy. is Grove Wealth Group an independent marketing brand name used by George Rabon for advertising and marketing purposes only. Grove Wealth Group and Savvy are not related or affiliated. For more information about Savvy, please visit our website.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.