FOUNDED IN 2004
We are one of the oldest independent registered investment advisory (RIA) firms in the Charleston area.
“We are a tight-knit, dedicated team and as a result we are able to move quickly and effectively in our industry. People come to us, and stay with us, because of the relationships we build with our clients and their families.“ – Andrew Barrett
Our team brings deep knowledge and experience to our clients and the low-country community.
We also identify where our clients need expertise and can assemble an extensive network of independent service providers in the fields of accounting, law, and insurance.
Our seasoned team of wealth managers are accomplished leaders and experienced portfolio managers committed to helping our clients reach their financial goals today and in the years to come.
Andrew received a M.A. in economics from New York University and an A.B in history with Honors from Hamilton College. He served as a Managing Director at Salomon Inc. and a Vice President at Citibank, N.A. He has also been an active private investor.
Andrew is a member of The Board of Directors of the Medical University of South Carolina and has been a member of its Investment Committee since 2012. He also serves as Vice President and Director of Spoleto Festival USA and is Chairman of its Investment Committee.
Dan received an M.B.A. from the Owen Graduate School of Management at Vanderbilt University and a B.A. in English and Political Science from the University of North Carolina.
Dan currently serves as the Vice Chairman of Cusabo Nation Lacrosse, which helps disadvantaged youth build life skills. He is a member of the Saint Phillips Church finance committee and a Roper St. Francis Foundation Fellow.
Dan received an M.B.A. from the Owen Graduate School of Management at Vanderbilt University and a B.A. in English and Political Science from the University of North Carolina.
Dan currently serves as the Vice Chairman of Cusabo Nation Lacrosse, which helps disadvantaged youth build life skills. He is a member of the Saint Phillips Church finance committee and a Roper St. Francis Foundation Fellow.
Belk received his MBA from the University of North Carolina and an MA in Human Resources Management (with honors) from Pepperdine University while serving as an officer in the US Navy. He has a BA in History and a BS in Industrial Relations from the University of North Carolina.
He is a former member of the Belk Department Store board of directors and serves on the investment committee at Chatham Hall School where he was a former trustee. He has also served on the board of Woodberry Forest School, Charleston Stage Company, the Cougar Club, the Men’s Christian Conference and the Board of Visitors at the University of North Carolina.
Belk received his MBA from the University of North Carolina and an MA in Human Resources Management (with honors) from Pepperdine University while serving as an officer in the US Navy. He has a BA in History and a BS in Industrial Relations from the University of North Carolina.
He is a former member of the Belk Department Store board of directors and serves on the investment committee at Chatham Hall School where he was a former trustee. He has also served on the board of Woodberry Forest School, Charleston Stage Company, the Cougar Club, the Men’s Christian Conference and the Board of Visitors at the University of North Carolina.
Briggs received a B.A. from The College of Charleston in Business Administration and Economics. Prior to joining Family Asset Management, he was the Managing Director & Partner at (k) Street Advisors and was a Retirement Plan Officer at South State Bank. He has passed CFA Level 1.
Briggs serves as a board member to the Kiwanis Club of Charleston. He also serves as the Legislative Chair and board member for the Palmetto Society of Human Resource Management.
Kim received a B.A. from the College of Charleston and volunteered with the Girl Scouts of Eastern South Carolina, serving as both a troop leader and a past Co-Chair of Product Sales.
Kim received a B.A. from the College of Charleston and volunteered with the Girl Scouts of Eastern South Carolina, serving as both a troop leader and a past Co-Chair of Product Sales.
Jeffrey H. Dixon
Jeffrey joined the Family Asset Management team in 2019 bringing a wide range of experience including operations support within various industries, from wealth management to legal services.
Jeffrey graduated from the University of South Carolina with a B.A. in History.
Jeffrey currently volunteers with the Lowcountry Lowline and enjoys attending Charleston Symphony Orchestra and Spoleto performances.