About us

Palmetto Private Wealth

Built to Serve You With Clarity, Integrity, and Faith

Palmetto Private Wealth was created to bring clarity, honesty, and faith-aligned guidance to families across the Upstate. After years in the financial industry, we saw how many people wanted more than investment advice—they wanted a partnership grounded in integrity and shared values. Led by Paul Baily, AAMS®, CKA®, our team brings seasoned experience, professional designations, and a commitment to fiduciary care that helps clients feel supported and confident in every decision. Built on the belief that people come first, we focus on relationships, stewardship, and long-term clarity in everything we do.

Accredited Asset Management Specialist (AAMS) logo: black and white oval with
Certified Kingdom Advisor® logo with orange and gray color scheme.
Older couple looking at a laptop together, smiling, at a white marble table. Bookshelves and art in the background.

The Values That Define Us

Black and white icon of two hands shaking, with a briefcase above.

Integrity


We give honest, fiduciary guidance you can trust at every stage of life. You’ll always understand the “why” behind each recommendation.

Comment bubble with three stars.

Service


We take time to listen, understand, and support your financial life with care. Every plan is built around your goals and guided by calm, steady communication.

Hands clasped in prayer with radiating lines.

Stewardship


As Certified Kingdom Advisors, we help clients align their financial decisions with biblical principles for purposeful, values-driven wealth management.

Icon of a person with three stars; represents top rated person or customer service.

Expertise


Our team brings years of experience, professional designations, and disciplined planning strategies to help you move forward with clarity and confidence.

Happy couple

Our mission is to serve every client with clarity, integrity, and values-centered guidance—helping them make decisions that honor both their goals and their beliefs.

Our Mission

Our Team

Katelyn Ingardia

Katelyn Ingardia

Administrative Assistant

Read Bio

Proudly Serving Spartanburg & Upstate South Carolina

Our team is deeply connected to the Upstate South Carolina community through work, family, and long-standing relationships. We proudly serve clients throughout Spartanburg, Greenville, Landrum, Campobello, Gaffney, Tryon, Union, and surrounding areas—offering guidance shaped by local values and Southern hospitality. Many of our clients come through referrals from friends, neighbors, and church communities, reflecting the trust built through years of care. Our role extends beyond finance; we’re committed to strengthening the people and organizations that make this region home.

Charleston, South Carolina skyline at sunset with buildings and church steeple. Pink and purple sky.