At Money Poole, we provide personalized financial solutions for each client – in the areas of investments, budgeting & consulting.
We are all so busy multitasking, our financial planning can easily take a backseat to daily life. That's why we are here. We will guide and direct you toward reaching your financial goals so that you, your family and future generations will be blessed.
Areas of Practice
Registered Investment Advisor (RIA)
- Helping individuals with retirement planning
Focused on investment performance to meet your risk tolerance
Utilizing efficient investment vehicles for your investment needs
- Manufacturing projects to improve efficiency, safety and quality
Cash flow improvement projects
- Help with business plan development
Financial forecasting model
President of Money Poole
After graduating from The Citadel in 1990, Norm worked in nearly every facet of manufacturing for South Carolina’s Milliken and Company. His career soon shifted into the business side, where he oversaw Milliken’s pricing, market analysis, product planning and product development.
With years of business experience under his belt, Norm then pursued an MBA from the University of South Carolina with a focus in international business. After obtaining series 7 (general securities license), series 66 (combined state securities license) and series 31 (managed futures) credentials, his career shifted into the finance arena.
Norm founded Money Poole in 2009, expanding into business consulting with a focus on budgeting, forecasting, cash flow, M&A, new ventures and product profitability for his clients; he also serves as a interim CEO for his clients’ small businesses.
Norm’s passion is building and growing relationships with colleagues and clients alike, allowing him to maximize the success of those who work with him.
Use the form below to contact us regarding your financial enquiry. Please be as detailed as possible. Include your industry along with any specific requests. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.