The team / 8 years
Priya Nair
CFP®
Advisor
Priya works across planning and next-generation relationships, helping families turn complexity into a sequence of practical decisions.
Background
Experience, applied with context.
Priya came to wealth management through financial planning, drawn to the point where a technically correct answer still has to work for a real family.
Her work spans business-owner transitions, equity compensation, education funding, and the conversations that help adult children inherit context alongside capital.
Within Aurora Ridge, Priya helps lead the next-generation planning program and supports transition teams before and after a business sale.
Outside the office / A personal line
“Priya measures Charleston seasons by the marsh at low tide rather than the calendar.”Priya Nair · Families & transitions
Works most with
Where Priya’s work begins.
Recent insight
Business Owners · 2 min read
Two years before you sell the business: the financial checklist
Read the perspectiveStart a conversation