Purpose
In an industry
that’s often cold
and confining,
we are warm and
expansive.
Investment
Advisory
OBJECTIVITY SQUARED is an independent, registered investment advisory firm on a mission to help the people they serve live with greater meaning and impact. Born from the belief that trust is the source from which prosperity flows, they do things differently, thoughtfully, sustainably, and creatively; empowering clients to make conscious, informed decisions.
Our sole focus is
Building Trusted,
Transformative
Relationships.
We are an
A celebration of the
extension
Nuances, Characters,
of your
and Stories.
family.
Approach
Our Methods
Deftly Balance
Creativity and
Sustainability
Art &
We believe that successful wealth management requires a well-crafted balance of art and science. That’s why our process seamlessly integrates conversation and connection, decades of professional and life experience, financial rigor and thoughtful counsel, and the intelligence and insight that make a lasting impact in lives, businesses, and communities.
Science
Our People
A Vibrant Team of
Close-knit, Caring,
and Curious People.
Alex Opoulos
Founder & Family Advisor
ALEX’S life and career changed forever when he jumped in to help his Mom put the financial pieces together after his father’s sudden passing. Quickly realizing that many of the financial and legal pieces were incoherent, he began putting them together in a comprehensive, organized manner—a framework to support the life his mom wanted to create. That early experience continues to shape his belief that a holistic, comprehensive approach best serves the financial complexities individuals and families confront.
Intensely curious about economics, geopolitics, and design, a self-described “math geek,” adoring husband and Dad, Alex begins each day in meditation—a centering practice of presence, acceptance, and gratitude. He shares life with his wife, Monica, and their two children, Max and Maya. Whether discovering new places, playing tennis, catching waves, or seeing live music, they’re happiest together and on the move—especially when there’s a little friendly competition involved, be it golf, soccer, ping pong, or a good game of cards.
In his career, as in his life, family is built upon a foundation of compassion, loyalty, and trust that goes beyond genes. Family is who you show up for faithfully. Who you share your knowledge, skills, and vision with. Who you lift up, nurture, and empower. Who you turn to and return to. Alex’s mission is to build trusting, transformative relationships with the families he serves—to be an extension of their family, each with its own nuances, characters, and stories.
843 212 2129
Nick Holmes
Partner & Family Advisor
NICK was born and raised in Virginia in a small, hard-working family that provided the foundational work ethic on which he has built his career.
He began in financial services as an intern with Alex in 1999, an experience that quickly developed into a long-term trusted partnership. Nick is a dig-into-the-details problem solver and logistics pro, as energized by spreadsheets as he is by cultivating long-term relationships. He is constantly humbled by the trust people place in him to care for their families’ financial security and legacy—and to be a source of support, especially in times of tremendous personal need.
A true believer that experiences matter more than material things, Nick enjoys entertaining friends and family. He is a devoted Dad of two amazing daughters and channels the unconditional love and support of his own family to guide and empower the families he serves.
nick@objectivitysquared.com843 212 2629
John Schumacher
Advisory Strategy & Reporting
JOHN is a Nashville, Tennessee native raised as one of four siblings. Eager to chart his own course, he moved to the Lowcountry to pursue his education at the College of Charleston School of Business.
His career path reflects a builder’s mindset. He worked as a commercial photographer and director, drawn to the overlap of art and business. He then spent several years in real estate, honing skills in acquisitions, underwriting, and deal structuring—experience that sharpened his analytical instincts and appreciation for getting the details right.
At Objectivity Squared, John has quietly steered the firm to scale while staying true to its boutique roots. His focus is on systems, technology, and the infrastructure that keeps things running—while continuing to serve as a trusted advisor to the families he works with. That dual perspective shapes how the firm grows without losing what makes it special.
Outside the office, John can be found surfing or on the tennis court. Nevertheless, the titles he holds most dear are husband and father.
john@objectivitysquared.com843 823 7676
Britton Ziegler
Client Experience
BRITTON graduated from Georgia State University with a degree in business and a concentration in hospitality management—a foundation that quietly shapes everything she does. She began her career in financial services as a securities trader and insurance product manager before joining Objectivity Squared in 2008, where she has been ever since.
At Objectivity Squared, Britton is the person who ensures clients feel seen, valued, and genuinely cared for. She anticipates needs before they surface, coordinates the details that make complex things feel simple, and brings warmth and intentionality to every interaction. Her background in hospitality isn’t incidental—it’s central to how she approaches her work: creating experiences where clients and their families can focus on what matters most, confident that someone is paying attention to the rest.
Britton treasures life’s simple pleasures—a great book, meaningful conversations, and cooking for the people she loves. Outside the office, her greatest joy is her son, and showing him all the beauty and wonder the world has to offer.
britton@objectivitysquared.com843 212 0711
Carson Howard
Investments
CARSON is originally from San Diego and a graduate of the Kelley School of Business at Indiana University. He relocated to Charleston to be closer to his family, who had migrated from California a few years earlier.
Carson brings an analytical mind and genuine curiosity to the investment team. He leads the firm’s investment function—designing portfolio strategy, evaluating opportunities, and ensuring disciplined execution across client portfolios. His work involves stress-testing investment theses, monitoring risk exposures, and translating market dynamics into actionable decisions.
Carson executes the firm’s asset management portfolio with proficiency and accuracy. He has developed expertise in options strategy and structured products, designing solutions that align with each family’s unique risk profile. He produces the weekly updates and trade rationales that keep the team aligned.
Outside the office, Carson can be found working out at the gym, or creating music. He is a young man with an old soul—approaching investing the way Objectivity Squared approaches client relationships: with intellectual rigor, humility about what we don’t know, and a long-term view that prioritizes discipline over noise.
carson@objectivitysquared.com843 779 7916
Ashley Harris
Client Operations & Treasury
ASHLEY grew up in Brandon, Mississippi, where she was a competitive gymnast—practicing before and after school and coaching younger teammates. Long hours in the gym instilled discipline, time management, and the value of practice, repetition, and refinement.
Ashley’s dedication to her craft serves her well at Objectivity Squared, where she supports the team – and our clients – across cash movement, client onboarding, and account maintenance—ensuring the details are handled. A pro list maker and problem solver, she works behind the scenes to keep things running smoothly.
ashley@objectivitysquared.com843 212 2805
Connect
Our Door is
Always Open.