About us

© 2014. Todd Rhine

We help people to discover and secure the future they really want for themselves and their family.

Our planning goes beyond the numbers to help you construct a vision for the future that is developed from the strength of the values which have guided and sustained you throughout your life.

We do this by combining the best tools and services of traditional planning with the unique, multi-generational perspective of The Heritage Process, and by coordinating efforts with you and your other advisors to implement the three essential elements of planning - financial, estate and heritage planning.

Please contact us today for a conversation about what matters most to you.


About What We Do

The idea that true wealth cannot be defined by a financial statement came early in Todd Rhine’s career. Across two decades of solving complex planning and financial matters, Todd has shared this belief with his clients as he helps them reach their goals for their reasons.

Todd Rhi
ne attended Davidson College and Georgia Institute of Technology, completing degrees in finance and management.  He holds multiple professional designations and certifications and is also a Heritage Design ProfessionalTM of The Heritage Institute. 

Todd works in true collaborative settings with other professionals who share his client-first focus.  He understands that true wealth means much more than having a strong financial statement. That is why he built a practice centered on helping others identify and achieve what truly matters most in their lives.

Todd’s interest in building a stronger community has kept him involved in multiple programs included Rotary, School Improvement Council and coaching youth sports for more than 3 decades.


Todd  Rhine has been recognized as the "Best" on Hilton Head Island with the Reader's Choice Award.