ABOUT

About Longleaf Advisors

As a young father working during the Great Depression, W. T. C. Bates pedaled his bicycle around Orangeburg, South Carolina selling affordable insurance.


Even then, Pappy recognized what people want most from their Financial Advisor:

  1. Trustworthy guidance that will stand the test of time
  2. Help building a legacy
  3. Resources and tools to protect the people who matter most—whether they’re family or it just feels like they are.

As a young father working during the Great Depression, W. T. C. Bates pedaled his bicycle around Orangeburg, South Carolina selling affordable insurance.


Even then, Pappy recognized what people want most from their Financial Advisor:

1. Trustworthy guidance that will stand the test of time

2. Help building a legacy

3. Resources and tools to protect the people who matter most—whether they’re family or it just feels like they are.

We do a lot more than Pappy used to

Today, Longleaf Advisors offers a full spectrum of wealth management, succession planning, and employee benefits services to business owners. But the principles are still the same:

We do a lot more than Pappy used to

Today, Longleaf Advisors offers a full spectrum of wealth management, succession planning, and employee benefits services to business owners. But the principles are still the same:

• Honest advice.

• A passion for helping people.

• Hard work.

• And a dedication to doing what’s right, no matter what.

Honest advice.

A passion for helping people.

Hard work.

And a dedication to doing what’s right, no matter what.

>> These values are what drew Granddad to the business all those years ago—and they’re the same ones that drive us today.

What to expect when you choose Longleaf Advisors

We offer a full spectrum of services to both individual investors and businesses. No matter whether you choose Longleaf for help with succession planning, wealth management, employee benefits, or all of them, here’s what you can expect.

What to expect when you choose Longleaf Advisors

We offer a full spectrum of services to both individual investors and businesses. No matter whether you choose Longleaf for help with succession planning, wealth management, employee benefits, or all of them, here’s what you can expect.

We’ll listen to what you want and need—and make suggestions of our own.
We’ll present multiple options for you to choose.
We’ll work with you to develop and implement a plan.
We’ll continue advising and counseling long after the process is done.

How can we help you?

Longleaf specializes in these areas—

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