Churchill Wealth Advisors

Whether you’re an investor looking for a great firm-or an advisor looking for a new and exciting opportunity-we have the solution for you.


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Welcome to Churchill Wealth Advisors.

Churchill Wealth Advisors is a privately owned Invest Advisory Firm serving the needs of Independent Financial Advisors and their customers. We do this by providing unbiased, comprehensive and low cost investment solutions, superior technology and friendly people. The owners, managers and employees of Churchill Wealth Advisors are dedicated professionals who understand the securities business and have spent nearly 27 years learning to do it right.

Whether you’re an investor looking for a great firm–or an advisor looking for a new and exciting opportunity–we have the solution for you. 

Trusted & Experienced

We are always thinking of ways to improve the customer and employee experience.


Securities traded through Liberty Partners Financial Services, LLC; Office of Supervisory Jurisdiction (OSJ), 119 Simmons St, Mt. Pleasant SC 29464; phone 800-440-0442; Member FINRA/SIPC. Fee-based advisory services processed through and supervised by Modern Capital Advisors, LLC, an SEC-registered investment advisory firm.


Winston Churchill Success

Over fifty years ago, Winston Churchill came up with a definition of success that integrates both sides of the coin. It remains one of the most ingenious explanations of the concept ever put to words:

“Success consists of going from failure to failure without loss of enthusiasm.”

In his 90 years as a soldier, journalist, prolific author, politician and statesman during the first half of the 20th century, Winston Churchill had many opportunities to influence world events, and while opinions on his various successes and failures can be steeply divided, his was a hard-won wisdom, which he expressed with great pith and wit.

Winston Churchill was an incredibly persistent person.

He consistently stood for what he believed, “crossing the aisle” if he disagreed with his current party. He warned about the threat on the free world from the rise of Hitler before World War II. After the war, he warned about the Marxism communism threat to freedom. They were both unpopular opinions at the time that turned out to be true.

Churchill was not concerned about the popular opinion, only the truth. In his words: 

“You will never reach your destination if you stop and throw stones at every dog that barks.”

During his political career, Churchill lost more elections than any other British politician. He was the Prime Minister during World War II, only to be outed of office shortly after the war ended. He would return six years later to once again become Prime Minister.

The reason for Winston Churchill success was his persistence and perseverance. When others would have given up, he continued. When others would have given in and compromised, he stood.

 “If you’re going through hell, keep going.”

Great leaders lead change effectively. They are willing to cast a vision and be committed to it, working day and night to convince people that the path they have chosen is the right one. They stay the course and in Churchill’s words, they 

“never, never, never give up.”

Trying to inspire others, Churchill’s ended most of his conversations with his favorite phrase KBO. He constantly told everyone he met: 

“Keep Buggering On.”

Our Newsletters

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

Rain, Sleet, Snow — and Lawsuits?

Rain, Sleet, Snow — and Lawsuits?

The winter months are a great time for entertaining. In many areas of the country, they can also be a time for icy sidewalks and slippery steps. Naturally, you should make every effort to help ensure that your house and the surrounding area are safe for guests. But no...

Business or Hobby? It’s All About Taxes

Business or Hobby? It’s All About Taxes

Many successful businesses began in garages or around kitchen tables. And many businesses lose money in their early years. However, some ventures that begin with business aspirations never make money and turn into expensive hobbies. The difference between a...

Is It Time to Step Up Your Digital Marketing?

Is It Time to Step Up Your Digital Marketing?

In a 2019 poll, 28% of Americans said they are now online “almost constantly,” up from 21% in 2015.1 Consequently, digital marketing is a cost-effective way to reach a larger audience of potential customers. Here’s how you can put your company’s best foot forward. Put...

Happy Customers

“We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. May you prosper, along with your clients.” – Josh and Jody – Client since 2015

“I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.” – Rodney – Client since 2017

Call Us at (832) 982-0012

We offer an exceptional level of service so you can benefit from the very best advice, tailored specifically to you, as we work together to create financial security and your dream retirement lifestyle.