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.
Summerville, SC
“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.”
Our Team
Grove Wealth Group is an advisory practice based in Charleston, SC, serving retirees, business owners, widows, and physicians throughout the Lowcountry. The team brings four decades of combined experience in financial planning, investment management, tax-aware strategy, and estate considerations. They work with a deliberately limited number of households, building written, life-first plans in plain language and standing by clients through every season, from career-building years to retirement and beyond.
How can I help?
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.
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.
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.
Investment Management
Get to know 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.
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.
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.
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.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
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.
My background in accounting and taxation influences the way I approach financial planning and investment management. I believe investment decisions should be considered in the context of a client’s broader financial and tax picture. I also spend time getting to know each client, because their goals, family circumstances, priorities, and concerns should help shape the planning process.
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.
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. [DBA] is 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.
