AI Profile
Financial Advisors · Mt Pleasant, SC
Serves Mt. Pleasant, SC and surrounding areas
Last Crawled by AI
May 27, 2026
AI Platforms
6 monitoring
Updated by Lantern
April 21, 2026
Breakaway Financial Group LLC is a financial advisory firm specializing in business owner finances, operating as a personal CFO team based in Mt. Pleasant. They provide integrated financial planning covering cash flow management, tax strategy, investment planning, and wealth automation for entrepreneurs and business owners. Their approach combines business and personal finances into one coordinated system, handling ongoing execution and optimization so clients can focus on growing their business.
Personal CFO Model
Automation-Focused
Business Owner Specialization