Sweetgrass Financial Planning

Sweetgrass Financial Planning is a financial planner in Charleston, SC, located at Charleston, SC. It holds a rating of 5.00 based on 1 reviews.

The firm provides investment management and comprehensive financial planning solutions to busy professionals and their families. Sweetgrass Financial Planning serves clients in the greater Charleston area, the Lowcountry of SC, and across the country through virtual or in-person meetings. The business operates as a fee-only firm, compensated solely and directly by its clients. It does not receive commissions, kickbacks, or any other third-party compensation from insurance, investment, or annuity companies.

Founder Daniel Patterson is a CERTIFIED FINANCIAL PLANNER™ (CFP®). The firm works with young professionals, particularly medical professionals and engineers, in their 20s, 30s, and 40s who are in the wealth accumulation phase of life. Sweetgrass Financial Planning offers comprehensive financial plans and abbreviated introductions to address specific financial questions. It provides professional assistance for those managing their own investment portfolios and offers second opinions for individuals performing their own financial planning. As a fiduciary, the firm operates under a legally binding promise to act in the best interest of the client at all times. An initial consultation is available at no cost or obligation.

BizScoreAI gives Sweetgrass Financial Planning a Technical score of 88 out of 100, which ensures the website is technically sound, secure, and indexable so search engines can read it without errors. The business also receives a Discoverability score of 75 out of 100, which confirms that AI crawlers are allowed to find every page of the website as the first step before any AI assistant can recommend the business.

Services:

• Comprehensive Financial Planning
• Investment Management
• Quick Start Program