Financial Advisors in Mount Pleasant, South Carolina (Charleston County)

Daniel Patterson, CFP, MBA

As a Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional (CFP®), and Enrolled Agent (EA) with Fiduciary Financial Advisors I love serving and partnering with my clients all over the country.

At the core of my financial planning philosophy is the belief that money is a powerful tool that can be used to fulfill dreams, purposes, and goals. By advocating for my clients and leveraging creative solutions, I design tax-efficient financial plans that pave the way for lasting success.... See More

Brett Detterbeck, CFA, CFP
DWM strives to add value to our clients' lives by protecting and enhancing their family's future through proactive comprehensive planning and investment advisory services. We work in a fiduciary capacity for our clients with offices in Charleston, SC and Palatine, IL. We currently serve ~90 households and have ~$90M of assets under discretionary management. We have experienced professionals on our team; including CFA charterholders, practicing CFP(R) certificants, and a CPA. While the majority of our clients have investable assets of $400k or more, we have a program for new clients who are early or mid-career and are equally in need of our high quality, independent financial advice and investment management. DWM Financial Group, Inc. DBA Detterbeck Wealth Management is a Registered Investment Advisor.... See More

Helen Berenyi, CDFA, CFP
Investors today are overwhelmed by information, advice, emotion and data. This burden makes confident investing impossible. At Alphavest, our focus is on an objective, rules-based investment strategy. We know what works, we proactively pay attention to key investment indicators, and we manage assets with objectivity. Emotion is out, logic is in. Alphavest's Dynamic Investment Models leverage streaming, global data and historically proven research, lending creative investment solutions and minimizing downside risks that produce consistent Alpha. Alphavest's models are actively and tactically managed, ranging from extremely aggressive to moderate to conservative and are designed for short, medium and long-term investors.... See More

My name is Dan Callahan, CFA and I work closely with retirees, business owners, executives, medical practitioners, and young professionals to solve their unique financial challenges. I've had the opportunity to work with clients all across the country and help them apply proven strategies to invest smarter, reduce their taxes, protect their assets, mitigate risks, eliminate debt, and retire with the confidence that they will not outlive their assets.... See More

Comprehensive fee-only financial planning and wealth management delivering investment peace of mind.