Capital City Financial Partners of Mt Pleasant

Capital City Financial Partners of Mt Pleasant is a financial planner in Mt Pleasant, SC. They provide fiduciary financial advisory services that include retirement planning, wealth management, tax planning, trusts, probate, charitable giving, estate planning, and bookkeeping. Their personalized, holistic approach is designed for individuals and families who want a custom strategy for retirement income, investment management, and tax efficiency. The firm serves clients throughout SC, including the Columbia and Greenville areas, and also offers tax services to clients in Asheville, NC. They hold a perfect 5.00 rating based on two online reviews.

The firm emphasizes a collaborative process in which financial advisors work closely with an in‑house CPA tax team to develop tax‑efficient strategies that protect and grow retirement savings. Their advisors guide clients through setting up 401(k)s, IRAs, and other investment vehicles while addressing risk tolerance and asset allocation. Services extend to comprehensive wealth management, estate planning, and charitable giving, all delivered with ongoing insight and patient guidance as life circumstances change. In addition to personal finance, they provide corporate tax preparation, bookkeeping, and tax‑planning assistance for businesses.

Located at 710 Johnnie Dodds Blvd #202 in Mt Pleasant, the office sits just off Johnnie Dodds Boulevard, about a tenth of a mile away. It is a short walk of roughly three‑tenths of a mile from the Bay Tree neighborhood, the I’On Club sports center, Mathis Ferry Road, the I’On Aquatic Center, and Molasses Creek, placing the firm within easy reach of several community landmarks.

Capital City Financial Partners of Mt Pleasant is known for its personalized, holistic financial planning that blends investment advice with expert tax services, giving Mt Pleasant residents a trusted resource for securing their financial future.

Services:

• Client Resources
• Event Attendances
• Financial Consulting
• Holistic Financial Planning
• Investment Management
• Retirement Planning
• Tax Consulting
• Tax Services