Tim Hudson
Hi 👋🏼 I’m Tim. I’m a CERTIFIED FINANCIAL PLANNER™ with 20 years of experience helping individuals and families make sense of important financial decisions. I focus on financial planning, estate and trust planning, and supporting people through major life transitions, including widows, divorcees, business owners, and families facing difficult health circumstances.
My approach starts with listening. Financial decisions can feel especially complicated during periods of grief or change, so I take the time to understand what clients are going through, explain their options clearly, and create a financial plan that reflects what matters most to them.
Summerville, SC
“I take the time to listen, especially when clients are navigating grief or major life changes. My goal is to make complex financial decisions easier to understand and help clients move forward with greater clarity.”
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?
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.
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
Investing for Women
Empower women by breaking down the barriers they face in managing their finances, and help them take control of their financial futures.
Succession Planning
Get to know Tim
Tim Hudson, CFP® is a CERTIFIED FINANCIAL PLANNER™ with 20 years of experience helping individuals and families navigate important financial decisions. His interest in financial advising began close to home. His grandfather, aunt, and father all worked as financial advisors, giving Tim an early look at the impact thoughtful financial guidance could have on families.
That perspective became even more personal after his father passed away. Tim’s mother suddenly faced financial decisions she had never handled on her own, including questions about stocks and mutual funds. Helping her work through those decisions showed Tim how unfamiliar and overwhelming finances can feel when someone is also coping with loss. The experience continues to shape his patient, listening-first approach with clients today.
Tim works with a range of clients, with a particular focus on widows, business owners, and individuals and families dealing with estate considerations. His work includes financial planning, estate planning, and tax-related planning, with an emphasis on helping clients understand how different parts of their financial lives fit together.
Tim and his family call the Summerville, South Carolina area home. Outside of work, he enjoys golf, fitness endurance events, and spending time with family and friends.
Financial advising has been part of my life for as long as I can remember. My grandfather, aunt, and dad were all financial advisors, and I was able to see firsthand the impact they had on so many families and the important work they did. That family example was the spark that led me to pursue this career, and it has shaped the work I’ve done over the last 20 years.
My own family experiences have also influenced the way I work with clients. After my father passed away, I helped my mother navigate financial decisions she had never managed on her own. Seeing how challenging those decisions could feel during grief reinforced the importance of patience, listening, and clear communication.
My primary areas of experience include comprehensive financial planning, estate and trust planning, and tax-related planning. As a CFP® professional, I look at how these different areas connect so clients can better understand the decisions in front of them and how those decisions may affect their broader financial picture.
I work with individuals and families navigating a variety of financial circumstances, but three areas are particularly important to me: working with widows, business owners, and people dealing with estate-related issues. I also enjoy helping people going through other significant transitions, including divorce or difficult health circumstances.
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 regularly help clients develop financial plans and estate plans based on their goals, family circumstances, and financial needs. Depending on the situation, that can involve coordinating financial, estate, and tax considerations and helping clients understand how different decisions may work together over time.
Listening is a major part of how I work. Some of my clients come to me while grieving or navigating a significant change in their lives. I believe it is important to give them the time and space to talk through what they are experiencing before focusing on financial decisions. From there, I work to make complicated topics understandable and help them develop a path forward that reflects their priorities.
My favorite part is getting to know clients and helping them see the progress they are making toward their goals. I enjoy taking something that may initially feel complicated or difficult to navigate and helping clients develop a clearer understanding of their financial lives and the decisions ahead.
I appreciate the technology Savvy provides. Having modern tools available supports the planning process and helps me spend more of my time focused on clients and their financial needs.
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