Daniel Patterson

CFP®, MBA

Sweetgrass Financial Planning

Owner, Lead Financial Planner

Contact Me

Daniel Patterson

CFP®, MBA

Sweetgrass Financial Planning

Owner, Lead Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Daniel Patterson, CFP®, MBA

Contact Me

(843) 608-0231

Website

Daniel Patterson, is a Fee-Only financial planner located in Mount Pleasant, SC that offers face-to-face meetings for those in the Lowcountry of South Carolina and virtual meetings for anyone in the United States.

Meet Daniel Patterson

Hi, I'm Daniel Patterson! I'm a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the founder of Sweetgrass Financial Planning. I began SFP to provide quality, independent advice for people like you: hardworking professionals in the wealth accumulation phase of life. I’m excited to utilize my experience, training, and passion for personal financial planning to help bring clarity to your current financial picture and get you on your way toward accomplishing your goals!

Daniel Patterson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Daniel Patterson is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Daniel Patterson

(843) 608-0231

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Office Locations:

  • By Appointment
    Mount Pleasant, SC 29464

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