Team profile


Helping you ACHIEVE more Than Just Wealth

At Huddleston & Associates, our mission is to help clients feel more confident and in control of their financial future. We deliver personalized financial advice and services tailored to each individual’s goals, values, and circumstances.

Every strategy we recommend and every plan we create is built with your best interests at heart.

Our core values, represented by the acronym ACHIEVE, guide how we serve clients throughout Greenville, SC, and Upstate South Carolina:

A – Attention to Detail
Precision matters in every financial decision.

C – Commitment
Focused dedication to every client interaction.

H – Honesty
Transparent communication fosters trust.

I – Insight
Understanding goals through a client-centered perspective.

E – Experience
Applying knowledge to navigate complex financial landscapes.

V – Values-Driven Service
Respect and integrity shape every recommendation.

E – Empathy
Listening deeply to understand concerns and priorities.

At Huddleston & Associates, we aim to create lasting partnerships built on more clarity, guidance, and confidence. By combining professionalism with empathy, we help you make informed financial decisions aligned with your goals. Based in Greenville and serving the Upstate, we’re here to help empower you to create the financial future you want now and for generations to come.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Charitable Giving
  • Intergenerational Planning
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Awards & recognition

  • Michele Casey Huddleston, Forbes Best-in-State Wealth Advisors, 2020-2025
  • Michele Casey Huddleston, Forbes Best-in-State Women Wealth Advisors, 2022-2025
  • Michele Casey Huddleston, Forbes Top Women Wealth Advisors, 2021
  • Huddleston & Associates, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • Michele Casey Huddleston, Ameriprise Circle of Success Diamond Ring, 2019
  • Michele Casey Huddleston, Ameriprise Circle of Success, 2007, 2009-2010, 2012-2024
  • Michele Casey Huddleston, Ameriprise Ultimate Digital Excellence Award, 2024

Community participation

Our team spreading holiday cheer at the annual Toy Drive in Greenville, SC Giving Back!
Our team spreading holiday cheer at the annual Toy Drive in Greenville, SC Giving Back!

Giving Back to Greenville and Beyond

At Huddleston & Associates, community is at the heart of what we do. From supporting the Greenville Peace Center and Greenville Humane Society to volunteering at Harvest Hope Food Bank, we believe in making a difference. Our team serves on boards for organizations like Upstate Fatherhood Coalition, ReCraft Creative Reuse Center, and Carolina Ballet Theatre, while staying active with the Greenville Chamber of Commerce.

Together, we’re building a stronger, more vibrant community.

Discover more of our community outreach by visiting our Facebook page and see how we’re making a difference together!

Looking for Wealth Management That Fits?

Looking for a financial advisor who truly understands you?

At Huddleston & Associates, we recognize that every client is unique. That’s why we:

  • Take time to understand your goals, values, and expectations
  • Create strategies backed by top-tier training and resources
  • Explain advice in clear, simple terms
  • Implement solutions tailored to your life
  • Continuously monitor and adjust as your needs and markets change

Because at the end of the day, you are the reason we’re here.

Our mission is to provide personalized wealth management and financial planning that puts your family first whether you’re planning for retirement, navigating a business sale, or building a legacy for future generations.

Connect with us on Facebook.