RIM Financial

RIM Financial is a financial institution located at 840 Fountain Lane in Mount Pleasant, South Carolina, United States. Our focus is on helping individuals and families in their 30’s to 50’s find clarity and make smart decisions with their money. We believe in building plans that allow time to work on our behalf, leveraging technology to simplify the financial planning process.

Our goal with each client relationship is to improve with each meeting, uncovering new information and inputting it into the model. We strive for fluid and growing relationships, rather than static ones. Founder Paul started RIM Financial with the intention of working with clients from Generation X and Y, providing trusted advice to avoid common mistakes and seize opportunities.

Outside of work, Paul enjoys college basketball games, cycling, and spending time with his family. He is also the co-founder of The Meet at the RIM Summit held annually in Charleston, SC. We believe in staying informed and adapting to market changes, as demonstrated by our commitment during the recent stock market correction in early 2022.

Please note that our services are available in select states including Georgia, South Carolina, North Carolina, Texas, Virginia, and Kentucky. Securities are offered through Osaic Wealth, Inc. and investment advisory services through an independent RIA. We strive to provide accurate and comprehensive information to our clients, ensuring that they are well-informed and empowered to make sound financial decisions.