"My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that our understanding of personal finance, coupled with my life experiences and training as a financial planner, we can help people better prepare for the future." -Scott Robidoux
Scott founded By Design Wealth Management to educate individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial dreams. After years in the business, BDWM has developed a reputation for doing just that. We have gained the trust of clients not just in our hometown of Columbia, SC, but in cities and towns around the state and across the country. We have increased the services we are able to offer clients, all while staying true to our mission.
In 2023, BDWM hired Elizabeth Shafer, our Administrative Service VP. Then, 2024 brought big changes for us: we hired an additional full-time financial advisor, Cory Thompson, and Scott gained his CFP® (CERTIFIED FINANCIAL PLANNER®) certification. By Design Wealth Management is excited to continue growing and seeking new opportunities while always maintaining that personalized, long-term relationship focus our clients have come to expect and value from us.
