Tidehaven Wealth

Tidehaven Wealth is a financial planner in Mt Pleasant, SC, located at 238 Mathis Ferry Road, Suite 104. The firm provides fee-based financial planning, investment management, and asset management services to individuals, families, and small businesses. It holds a rating of 5.00 based on 1 review.

Founders Michael and Katie launched Tidehaven Wealth in 2015, bringing more than two decades of combined career experience to the practice. Michael, originally from Alexandria, Virginia, graduated from the College of Charleston with a BS in Business Administration and Economics. He has received multiple accolades for his work with individuals, families, and small businesses in need of wealth restructuring. Katie, a SC native, graduated Magna Cum Laude from the University of SC before earning her MBA from The Citadel in 2008. She previously worked at BB&T’s Brokerage Firm, Scott & Stringfellow, and Carolina Capital Management. Katie earned her CERTIFIED FINANCIAL PLANNER™ designation in 2013.

The partners specialize in serving the unique financial paths of physicians, a focus informed by their personal experiences as Michael’s wife and Katie’s father-in-law are medical professionals. They provide financial literacy lectures to medical students, residents, and fellows at every level of training at the Medical University of SC and the University of SC School of Medicine. Tidehaven Wealth operates as a fully independent Registered Investment Advisor registered with the Securities and Exchange Commission, adhering to a fiduciary duty to act in the best interest of its clients. This independence allows for a holistic approach to wealth restructuring and financial planning, unhindered by suitability standards.

Clients value the firm for its positive rating and the dedicated, fiduciary-focused service provided by its experienced team.

Tidehaven Wealth brings specialized, fiduciary-driven financial planning to the Lowcountry, supporting the financial well-being of medical professionals and families in Mount Pleasant.

BizScoreAI awards Tidehaven Wealth a technical score of 92 out of 100, ensuring the website is secure and readable for search engines without errors. The firm also achieves a discoverability score of 75 out of 100, allowing AI crawlers to access every page and enabling AI assistants to recommend the business.

Services:

• Fee-based financial planning
• Independent advisory services