After Eight Years at Edward Jones, Petty Opens Independent Practice to Deliver Personalized, Fee-Only Financial Planning in Roebuck, SC

Zulma Petty, a seasoned financial advisor with over eight years of experience, has announced the launch of her independent practice, Anchor Pointe Financial Planning. The new firm, based in the Spartanburg area, reflects Petty’s commitment to providing comprehensive, client-centered financial guidance with the flexibility that independent practice offers.

Petty built a successful practice during her tenure at Edward Jones, earning the trust of clients across the Upstate South Carolina region. Her decision to go independent was driven by a desire to offer a broader range of planning solutions and to operate as a fee-only fiduciary, ensuring her recommendations are always aligned with her clients’ best interests.

“I wanted to build something where every decision starts and ends with what’s best for the client,” said Petty. “Anchor Pointe Financial Planning was built on the belief that everyone deserves a clear, honest financial plan tailored to their unique goals. I’m excited to bring that vision to life.”

Anchor Pointe Financial Planning will offer a full suite of services including retirement planning, investment management, tax-efficient strategies, and estate planning coordination. Petty’s hands-on approach and deep knowledge of her clients’ financial lives position the firm to deliver truly personalized, holistic planning.

The firm’s office is located at 1971 S Pine Street, Spartanburg, SC 29302. Prospective clients can reach the firm at (864) 598-2222 or visit www.anchorpointefp.com for more information.

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