Sweetgrass Financial Planning Email Format

Financial ServicesSouth Carolina, United States0-1 Employees

Sweetgrass Financial Planning is a financial services firm based in Mount Pleasant, South Carolina. Founded in 2017, it provides fee-only financial planning intended to be accessible to younger professionals in their 20s through 40s. The company positions itself as an alternative to the common models in the market, which typically serve high net worth clients nearing retirement or rely on commission-based product sales, seeking to minimize potential conflicts of interest in advice.

By emphasizing a fee-only approach, the firm targets individuals in the wealth-accumulation phase who may not be well served by traditional advisory structures. Its guidance focuses on objective planning rather than promoting specific products, within the broader context of the financial services industry.

Sign up for free to view info

Company overview Employee directory