Daniel Patterson, CFP®, MBA Sweetgrass Financial Planning

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About Daniel Patterson, CFP®, MBA

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 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!

Besides my faith and my family, nothing brings me more pleasure than helping clients set and achieve their financial goals. Whether it be something stressful, such as how to get out from under the weight of your student loan debt, or something exciting, such as what to do with the extra money that you’re receiving from a new promotion at work, my goal is to provide you with tailor-made advice that is both relevant and applicable within a fee-only, fiduciary framework.

Our planning process begins by getting to know you and what makes you tick. Throughout our first couple of meetings, I will work with you to help clarify your top financial goals and your values as it relates to money. We will work together to get a clear snapshot of your current financial picture and develop actionable steps that will put you on the path towards accomplishing your goals. I believe that the financial planning process is not a one-time event, but rather is something that requires on-going, regular attention. Thus, our relationship with most clients does not end at plan delivery, but rather we continue to meet regularly to ensure that your plan is evolving and changing as your financial situation and goals evolve and change.

When not working, you will probably find me exploring the beaches, waterways, and parks of the greater Charleston, SC area with my wife Jenny, and our two boys, Judah and Levi. I’m also an avid sports fan (football, soccer, basketball, you name it) with a knack for craft beer that loves spending Saturdays in the fall cheering on my favorite team, the Clemson Tigers.

My professional and academic qualifications include:
– Completed the educational, exam, work experience, and ethics requirements to become a CERTIFIED FINANCIAL PLANNER™
-7+ years of experience in areas of financial planning and wealth management
– Series 65, Uniform Investment Advisor Law Exam
– MBA, Oral Roberts University in Tulsa, OK
– Completed the CFP® coursework through the American College of Financial Services

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Ideal Clients

  • Business Owners
  • Engineering Professionals
  • Gen Y/Millennials
  • Medical Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $75+/mo
  • Flat Fee: $1000+
  • Hourly Fee: $150+
  • AUM: Blended Fee Structure Based on Assets

SEC Records

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