Forest Dutton, CFP®, MSFP, MBA
Helping you lead a life well lived with the people you love
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Serving Clients Nationwide
Helping you lead a life well lived with the people you love
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Taxes
About Forest Dutton, CFP®, MSFP, MBA
Hi, I'm Forest Dutton, the owner of Brightworks Financial Planning, LLC, and a CERTIFIED FINANCIAL PLANNER® practitioner.I was born and raised in Columbia, South Carolina but now call Lexington home. I joined Brightworks Financial Planning following a short tenure working for an independent broker-dealer and entered financial services after many years as a physical therapist. As someone who always focused on putting the client first, the transition to being a fiduciary financial advisor was natural. I strive to put the goals and aspirations of our clients first, while seeking to continually grow in my planning philosophy and industry knowledge to serve them better.
I am a lifelong student who seeks to bring that knowledge to bear on building enduring relationships with my clients and positioning them for success. I earned my MBA from USC's Moore School of Business with a certificate in business analytics and also hold a Master of Science in Financial Planning (MSFP) from The University of Georgia. My commitment to learning is further demonstrated by becoming a CERTIFIED FINANCIAL PLANNER® professional.
I am married to Amanda, and we have four children (Addison, Silas, Hannah Laine, and Benjamin). We are active members of Columbia Presbyterian Church, and outside the office, I enjoy running, reading, golf, traveling with the family, staying active, and enjoying time outdoors.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
- Master of Science in Financial Planning (MSFP)
Primary Location
203 West Main Street Suite C-1, Lexington, SC 29072
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary introductory meeting. During our first meeting, we'll take time to understand your unique financial situation, goals, and aspirations. We believe in asking the right questions to craft a financial plan tailored specifically to guide you toward your objectives.Offers Investment Management
Yes
About Brightworks Financial Planning, LLC
Brightworks Financial Planning, LLC is a South Carolina-registered investment advisory firm serving clients in Lexington, the greater Columbia area, and nationwide. We provide fee-only fiduciary financial advice.We believe that the ultimate goal of any financial plan is to lead a life well lived, with the people we love, in the places we want to be. This is achieved through careful analysis of hopes and dreams as well as financial statements and goals. The end result is as unique as you are.
As an independent fiduciary registered investment advisory firm, we maintain a commitment to putting clients' interests above our own. We work closely with you to understand your objectives, identify your problems, and tailor financial plans that align with your unique circumstances.
Our client-centric approach ensures that your goals remain at the forefront of our strategies. We take pride in getting to know you, your anxieties, your aspirations, and your vision for the future. Our process begins with asking the right questions. From there, we craft a financial plan tailored to guide you toward your financial goals.
Education
The University of Georgia, Master of Science in Financial Planning | USC's Moore School of Business, MBA, Business Analytics
Hobbies and Interests
- Church
- Family
- Golf
- Reading
- Running
- Traveling
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View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Families
- Gen X
- Individuals
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