Tidehaven Wealth

Tidehaven Wealth is a financial planner in Mt Pleasant, SC. The firm is a fee-based financial planning practice and independent advisor serving individuals, families, and small businesses in the Lowcountry. Its partners, Michael and Katie, work together with a particular focus on the financial needs of physicians, from medical school through completion of training. Tidehaven Wealth holds a rating of 5.00 based on 1 review.

Michael brought more than a decade of experience in financial planning, investments, and asset management when he founded the firm, and was regularly acknowledged as one of his prior firm's top financial advisors. A graduate of the College of Charleston with a BS in Business Administration and Economics, he moved to the Charleston area shortly after high school and now lives in Mount Pleasant with his wife Liza and their children. He has developed and delivered financial literacy lectures to medical students, residents, and fellows at the Medical University of SC and the University of SC School of Medicine, and his interest in physician finances grew from his own experience supporting his wife through her medical training.

Katie is a SC native who graduated magna cum laude from the University of Columbia before beginning her career at BB&T's brokerage firm, Scott & Stringfellow. She completed her MBA at The Citadel in 2008, earned the CERTIFIED FINANCIAL PLANNER designation in 2013, and joined Carolina Capital Management before co-founding Tidehaven Wealth in 2015. Michael and Katie formally joined forces in 2010 and built the practice around a fiduciary model. Tidehaven Wealth is registered with the Securities and Exchange Commission as an independent Registered Investment Advisor. The office is located at 238 Mathis Ferry Road, Suite 104, and can be reached at (843) 284-8040.

Tidehaven Wealth's combined decades of experience, fiduciary registration, and tailored work with the medical community in Charleston give it a focused specialty among Mount Pleasant financial planners.

Services:

• Fee-based financial planning
• Independent advisory services