Daniel Patterson

CFP®, MBA

Sweetgrass Financial Planning

Owner, Lead Financial Planner

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

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.

Daniel Patterson is a Mount Pleasant, SC fee-only financial planner. Sweetgrass Financial Planning provides comprehensive financial planning, investment management, and quick start financial solutions to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Daniel Patterson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Sweetgrass Financial Planning was founded in 2017 to help make fee-only planning more accessible to younger professionals in their 20s, 30s, and 40s. Today, most financial planning firms mainly operate under one of two business models: 1.) Serving high net worth individuals that are approaching retirement, or 2.) Commission-based firms that make the majority of their money from selling clients high commission products; such as loaded mutual funds, various insurance policies, and high fee annuities. The first model is obviously not the most conducive to those that are still in the wealth accumulation phase of life. The second model is rife with conflicts of interest that many times leaves the client wondering if the particular products and services being recommended were made in the best interest of the client or the advisor. I formed SFP in order to provide a third option; where young professionals can receive the proper planning that they need without wondering if their advisor has ulterior motives for the advice being given.

As a fiduciary, I am committed to giving advice that is in your best interest. My firm operates using a transparent fee structure that allows you, the client, to see exactly what you’re paying for the services being provided. We do not receive any additional compensation from any insurance, investment, or annuity company, or any other third-party. Our goal is to give financial advice that benefits the only person that should matter: you.

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

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Retirement Income Planning

Ideal Clients

  • Engineers
  • Medical Professionals
  • Growing Families
  • Young Professionals
  • Novice Investors

Working Together

  • In-Person Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

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.

  • Certified Financial Planner (CFP)
    Daniel Patterson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Daniel Patterson is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Daniel Patterson

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Office Locations:

  • By Appointment
    Mount Pleasant, SC 29464

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