Breakaway Financial Group LLC

Breakaway Financial Group LLC is a Financial Planner in Mount Pleasant, SC. The firm provides comprehensive financial planning for entrepreneurs, acting as a personal CFO team that handles cash flow, taxes, investments, and strategic planning. Their services integrate business and personal finances, automate key processes, and deliver proactive strategies designed to reduce stress and improve wealth growth. Clients benefit from a disciplined system that moves beyond generic advice, and the company holds a 5.00‑star rating from reviewers.

The practice emphasizes a clear, execution‑focused approach tailored to business owners. By creating a unified view of a client’s entire financial picture, Breakaway develops strategies that link cash flow, tax planning, investment management, and long‑term goals. Implementation is built into the process, with systems set up to automate cash flow, tax handling, and investment actions, allowing clients to concentrate on growing their businesses. The firm’s methodology stresses automation that sustains momentum and eliminates the need for multiple advisors, providing a single, coordinated solution for wealth management.

Located on Johnnie Dodds Blvd, the office sits just 0.1 mile from the Johnnie Dodds Boulevard highway. It is approximately 0.3 mile from both Mathis Ferry Road and the I’On Community Garden, and within 0.4 mile of Creekside Park, the Hermitage neighborhood, and The I’On Club sports center.

With an integrated, automated financial system built for entrepreneurs, Breakaway Financial Group delivers disciplined wealth management that helps Mount Pleasant business owners turn profits into lasting wealth while enjoying greater clarity and peace of mind.