Financial Advisors
Mt Pleasant, SC
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.
Ideal for: Business owners and entrepreneurs with variable income, self-employed professionals seeking tax optimization, growing companies needing financial organization
Service area: Mt. Pleasant, SC and surrounding areas
Personal CFO Model: Acts as a dedicated CFO team managing all aspects of business and personal finances in one integrated system, eliminating the need for multiple advisors.
Automation-Focused: Designs systems that run on autopilot—managing cash flow, taxes, and investments without requiring ongoing client management or decisions.
Business Owner Specialization: Focuses exclusively on entrepreneurs and business owners, addressing cash flow volatility, tax surprises, and the unique financial challenges of running a business.
Address: 887 Johnnie Dodds Blvd #213, Mt Pleasant, SC 29464
Phone: (843) 564-8584
Website: breakawayfinancialgroup.com
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