Our firm and its presence in Greenville, SC is new, but we have a rich, 25-year history that is far from it.

Dana started working in the financial services industry in the early 1990’s. He started out in insurance before eventually attaining his securities licenses and transitioning to investments and financial planning later that decade. In 1999, he partnered with a CPA firm in Asheville, NC and started a wealth management company with them, providing services to their tax clients. This business model has been a core part of Dana’s business from the beginning and is still that way today. In 2009, Dana received his CERTIFIED FINANCIAL PLANNER® certification, demonstrating his commitment to excellence in serving clients and continuing in education in our field. In 2011, Dana and his business partners at the time bought out the CPA firm and started Paragon Financial, where he was Senior Partner for 13 years. Luke came onboard under Dana in 2020 after graduating from college. He spent his first year or so getting his licensing done and learning the business, and since summer of 2021 has been building his own book of business, while also assisting Dana with his clients and leading the financial planning division of the practice. Luke also earned his CERTIFIED FINANCIAL PLANNER® designation in 2023.

When Dana and Luke moved to SC in 2021/2022, they decided they wanted to plant roots in their new community and serve the people here locally, and thus decided to branch out and open a new office in Greenville. Through much thought and consideration, and coordination with Dana’s longtime business partners in Asheville, Dana and Luke decided to rebrand and form a new company, Graves Wealth Management, LLC. Our relationship with Paragon remains however, and we will continue to meet with local clients there in Asheville.

So, again, our firm may be new to the area, but our roots, values and focus are far from it: to provide excellent wealth management and financial planning services to clients and to always put their interests first.

Our Approch

• Always putting your needs and best interests above our own

• Serving you with concierge-level, excellent service

• Proactive, meaningful, and beneficial communication

• Intentional follow-through