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Sarah’s Locations

331 East Main Street, Suite 403
Rock Hill, SC 29730
(803) 329-5125
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Sarah LePhew

Vice President, Financial Advisor

CFP®, CDFA®, CEPA

About Sarah

As a financial advisor, Sarah guides clients in regard to financial planning, investment advisory services, and tax planning. She enjoys working closely with her clients to help them define and develop a plan for pursuing their financial goals. Her clients cover a broad spectrum of age and area of focus. She knows that entrusting an advisor with assets you’ve worked a lifetime to accumulate is a very big decision. Sarah strives to form personal and long-lasting relationships with all her clients to maintain that trust. Sarah lives in Rock Hill with her husband, Tyler, and their son Parks. She enjoys live music, traveling and spending time with her family and friends.

Education

  • BS - Clemson University

Awards & Recognition

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  1. Awarded 6/17/26 for the ranking year 2026.

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Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
 

Insights from Sarah

What we’re thinking about

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Tax Planning

What Are 529 College Savings Plans And How do They Work?

When you’re in the diaper-and-bottle phase of parenthood, saving for college tuition probably isn’t a priority. But maybe it should be. Given the rate at which college tuition is rising, a four-year public college will likely cost close to $200,000 in 18 years. With this high price tag, the earlier parents start saving, the better.
Sarah LePhew Aug 8, 2023
Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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