About Us

Building Lasting Personal Relationships Since 1983

Kyle Atkins Financial Group has spent over four decades building relationships and guiding people across Spartanburg in their finances. Our clients want an advisor who knows their name, knows their family, and will pick up the phone when they call. That's the standard we've held since day one, and it's the promise we make to every client who walks through our door.

Work With A Team That Knows Your Life

A meeting at our firm doesn't feel like a performance review. We spend the majority of our time together talking about the things that are actually driving your life, like your family, your plans, and the things that are keeping you up at night. We schedule quarterly meetings to stay connected consistently over the years. When your situation changes, we're already in the room.

Credentials Matter When They Lead To Better Decisions

Our team includes professionals who have received their CERTIFIED FINANCIAL PLANNER^® designation (CFP^®), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. We combine technical knowledge with decades of experience to better serve our clients.

Meet Our Team

Keep The Whole Picture In Every Decision

Your investments are only one part of the plan. Retirement income, tax strategy, insurance, long-term care, estate considerations, business succession and family priorities all shape the decisions you make. We bring those moving parts together into one strategy. When needed, we also coordinate with your CPA, attorney and other professionals to ensure everything is working together.

Find Out If Your Retirement Savings Can Support The Life You Want

Whether you've been referred by a client, found us on your own, or you're just curious if we're the right fit, we'd love to sit down and talk.

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Our Core Values

These values guide the work we do every day to guide clients toward their best life. Learn more about what to expect when working with our team.

Offer Connected Counsel

You deserve an advisor who spends time with you, listens and stays connected. Through regular check-ins and quarterly meetings, we ensure you are heard, guided, and confident about your next steps.

Guide Your Whole Picture

Wealth guidance should be holistic, spanning every area from investments to insurance and estate plans. We work with your CPA and attorney to help ensure your strategy is thoughtfully coordinated and executed.

Prioritize Good-Fit Partnerships

Good-fit, relational partnerships are grounded in mutual trust, respect, and open communication. We want to work with people we know and like, and you deserve to have a steady team you can trust and lean on.

Lead With Longevity

Our team has been around and will be around. Anchored by experience and a reliable track record, our commitment to continuity means steady guidance for you through market cycles and life’s milestones.

Guidance Backed By Experience And Professional Standards

Kyle Atkins holds life and qualifying membership in the Million Dollar Round Table and is an active member of Strategic Coach, the Spartanburg Rotary Club, and the National Association of Insurance and Financial Advisors. These professional relationships and ongoing commitments keep our thinking sharp and our standards high.

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Your Questions, Answered

Kyle Atkins Financial Group is an independent financial services firm in Spartanburg, South Carolina. Since 1983, we’ve helped individuals, families, and business owners prepare for retirement, manage their financial lives, and make decisions with experienced guidance.
Kyle Atkins Financial Group may be a good fit if you’re nearing retirement, already retired, or looking for a long-term advisory relationship built on regular communication. Many of our clients want a team that knows their family, understands their goals, and helps them feel more confident about what comes next.
Working with a CFP® professional means working with someone who has completed specialized education, examination, experience, and ethics requirements in financial planning. A CFP® professional can help you look across investments, retirement income, insurance, taxes, estate considerations, and other parts of your financial life.
A CFP® professional can help you evaluate how the pieces of your retirement plan work together. That may include income needs, investment strategy, tax considerations, insurance, long-term care, beneficiary updates, and legacy goals so you can make more informed decisions before and during retirement.
You may still benefit from a CFP® professional if you want more comprehensive planning support. A CFP® professional can help review whether your current strategy accounts for retirement income, taxes, estate considerations, insurance needs, and the long-term goals you want your money to support.
Yes. A CFP® professional can help coordinate with your CPA, attorney, and other professionals so different parts of your financial life are considered together. This can be especially helpful when retirement income, taxes, estate planning, business ownership, or family legacy decisions overlap.
No. A CFP® professional does not replace your CPA, attorney, or other professional advisors. Instead, they help coordinate the financial pieces of your plan so your retirement income, taxes, estate considerations, insurance, and family priorities are working together.
Kyle Atkins Financial Group is built around long-term relationships, regular communication, and guidance that feels personal. We take time to know our clients, their families, and what they want retirement to look like, then stay connected as life changes and decisions come up.

See how our personalized counsel helps turn your values and goals into a strategy built for you.

How We Work

Learn more about the individuals & families who look to Atkins Financial Group for guidance.

Who We Serve

Our office family is always here to help you with your goals. We look forward to meeting you!

Contact Our Team