A closer look at the technologies used by Sweetgrass Financial Planning
Sweetgrass Financial Planning
Finance · South Carolina, United States · 51-200 Employees
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Overview
Headquarters
1516 Nantahala Blvd, Mount Pleasant, Sou...Phone Number
(843) 608-0231Website
www.sweetgrassfp.comRevenue
$16.5 MillionIndustry
About Sweetgrass Financial Planning
Sweetgrass Financial Planning is a fee-only financial planning firm based in Mount Pleasant, SC, serving clients in the greater Charleston area and nationwide. They specialize in investment management and comprehensive financial planning solutions tailored for busy professionals and their families. The firm prides itself on providing independent, objective advice without commissions, ensuring a fiduciary commitment to their clients' best interests. Founded by CERTIFIED FINANCIAL PLANNER Daniel Patterson, Sweetgrass Financial Planning utilizes modern technology and research to adapt financial strategies as clients' lives evolve.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Sweetgrass Financial Plan...
$16.5M
51-200
Private
-
2017
N/A
Sweetgrass Financial Planning Tech Stack
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Frequently Asked Questions Regarding Sweetgrass Financial Planning
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Sweetgrass Financial Planning is a fee-only financial planning firm based in Mount Pleasant, SC, serving clients in the greater Charleston area and nationwide. They specialize in investment management and comprehensive financial planning solutions tailored for busy professionals and their families. The firm prides itself on providing independent, o... Read More
