About Big Money Retirement

Big Money Retirement Solutions was founded in 2020 after owner Johnathan Burgess had successfully built and sold a captive insurance agency that had a focus in retirement planning. After becoming a fiduciary, Johnathan realized the value of independent financial advice. This ideology serves as the foundation for Big Money, with a focus on using only the best products and software available in the industry.

Our target clients are retirees and pre-retirees. 90% of our clients are between the ages of 55 and 75, but we believe that shouldn’t stop potential customers from seeking out our services! We will cover every base and delve into every nook and cranny to give you the best written plan for retirement.

If you already have a financial advisor, we still welcome you to make an appointment with us. We can show you what your current cost (including hidden fees) is, and we’ll offer you a second opinion and how much you could save by switching over.

Meet Our Team

Johnathan Burgess

President & Financial Advisor

Johnathan started Big Money Retirement Solutions in 2020 after he had successfully built and sold a captive insurance agency that had a focus in retirement planning. After Johnathan became a fiduciary, he realized the value of independent financial advice and built Big Money around the best products and planning software available to the independent advisor.

Amie Newton CPFA®

Vice President of Operations & Financial Advisor

Amie joined Big Money in 2023 with over 17 years of financial and retirement planning experience. She holds a FINRA Series 6 and 63 Registered Securities Representative license and is a South Carolina  Life/Health/Accident/Variable Product Insurance Agent. Additionally, as a Certified Plan Fiduciary Advisor®, Amie is recognized as a financial professional that demonstrates expertise and experience working specifically with retirement plans.

Samantha Burgess

Marketing Coordinator

Clem Osborne

Director of Planning & Financial Advisor

Clem is a fiduciary advisor who holds a Series 65 license and a life insurance license. His experience includes careers in healthcare, real estate, and over 30 years in banking. At Big Money, Clem enjoys using his budgeting and planning expertise to develop personalized, comprehensive retirement plans for each client.

Alan Hicks

Financial Advisor

Alan is a Financial Advisor who holds both a FINRA Series 7 and 66 license and a South Carolina Life insurance license. Alan enjoys helping clients map out a long-term retirement plan and works with them to keep them on track. Before becoming a Financial Advisor, Alan had decades of experience in banking and mortgage lending.

Mael Jacquemin

Paraplanning Associate

Luke Maloney-Grimes

Associate Financial Analyst

Luke is an accomplished financial analyst who joined Big Money in 2023, bringing with him a wealth of experience as a brokerage stock trader from Auckland, New Zealand. A graduate with top honors in Financial Economics, he excels in investment research and client onboarding. At Big Money, Luke leverages his expertise to deliver exceptional financial optimization services, drawing on his global perspective and analytical acumen to enhance client portfolios and financial strategies.

Matthew Hastings, WMCP®, CRPC®

Financial Advisor

With a decade of experience at two of the largest financial institutions in America, Matt recently joined Big Money Retirement Solutions in 2024 as a fiduciary financial advisor. Armed with the WMCP® and CRPC®  designations, he leverages a wealth of experience to guide clients towards financial success. Beyond the world of finance, Matt is a family man, married with three children, that live on their family farm together operating a thriving market garden. His interests extend to practicing Jiu-Jitsu, lacrosse and strategic investments in real estate, reflecting a diverse skill set ready to benefit clients. 

Jessica Haines, CFP®

Senior Paraplanner & Financial Advisor

Starting in financial planning in 1999, Jessica earned her Certified Financial Planner designation in 2003. With a Bachelor’s in Business Administration from the University of South Carolina – Upstate, she has also obtained a Series 65 license. In 2023, Jessica joined Big Money, where she applies her expertise to craft retirement solutions that are attuned to the individual goals and risk tolerances of pre-retirees and retirees.

Lindsey Martin

Scheduler

Cheryl Osborne

Events Coordinator

Read All About It: Google Reviews

With a five-star rating on Google, we appreciate all of our clients, current, past, and future.
If you’ve worked with us, we welcome you to leave us a review!

  • Johnathan was very helpful and knowledgeable. Will do more business with him in the future.

    Robert Jones Avatar Robert Jones
    November 14, 2022

  • Johnathan burgess is so easy to talk with. He is very eager to help and has lots of information regarding my retirement.

    Mike Duncan Avatar Mike Duncan
    September 14, 2022

  • When I meet Jonathan I felt comfortable transferring my IRA from WOW. He is very knowledgeable & helpful. It was very easy to talk with him & that’s important.

    Dawn Avatar Dawn
    September 14, 2022

  • Jonathan is very knowledgeable and nice. He knows what he’s doing!

    Gary Dunlop Avatar Gary Dunlop
    September 14, 2022

  • Jonathan and Samantha are awesome!!! Very easy to work with.

    Sherri Williams Avatar Sherri Williams
    September 14, 2022

  • Johnathan has been a wealth of information for my money management. He responds quickly and is readily available to answer any questions you may have. I highly recommend him.

    Cheryl Avatar Cheryl
    September 14, 2022

  • Johnathan is a very knowledgeable and professional adviser. I would recommend him to a anyone who is retired or getting ready to retire.

    Eric Singleton Avatar Eric Singleton
    September 14, 2022

  • I’ve been working with Johnathan for several years now and couldn’t be happier with my experience. Even though I live in a different state Johnathan has always been available any time I need him. The world has been crazy and having a sense of security for my family’s future has been priceless. Thank you very much Big Money Management.

    PBCGibson43 Avatar PBCGibson43
    September 14, 2022

  • I highly recommend meeting with Johnathan at Big Money! He is very knowledgable about product offerings and is able to present creative options. I felt comfortable discussing my finances with him and was confident my information would remain private. He also made our conversation fun! If you have the chance to meet at the Big Money office on Main Street, I would highly recommend it. Samantha and the rest of the team have built a beautiful office that is equipped with technology that encourages collaboration. Reference materials and other documentation were electronic with the option to provide digital signatures. They kept the process simple, which is not easy to do. Very impressive and well done!

    Meghan Pierson Avatar Meghan Pierson
    September 14, 2022

  • Awesome! Visit . Short visit . No on and on babbling, just short , sweet and right on point, needed information. Thanks for everything.

    Donna Stewart Avatar Donna Stewart
    September 14, 2021

We’re Hiring!

If you’re a licensed financial advisor, we want to hear from you! With great pay and benefits, this is an opportunity you don’t want to miss.
APPLY NOW

Contact

Links

Locations

  • 110 N Main St Greenville, SC 29601
  • 129 SE Main St Simpsonville, SC 29681
Big Money Retirement Solutions BBB Business Review

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered by duly registered individuals through Burgess Investment Group, LLC


Insurance products and services offered through Big Money Management, LLC Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
The information contained in this material is given for informational purposes only, and no statement contained herein shall constitute tax, legal or investment advice. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. You should seek advice on legal and tax questions from an independent attorney or tax advisor. Our firm is not affiliated with the U.S. government or any governmental agency.

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Big Money Retirement Solutions

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