Breakaway Financial Group LLC Johnnie Dodds Blvd, Mt Pleasant

I've been working with Patrick and Breakaway Financial Group in the last year and highly recommend them. I had wanted to get set up with a financial advisor for years but had trouble finding the right fit for me. I didn't want someone to just manage my investments. I wanted someone I could speak with about financial topics more holistically. When faced with a major financial decision, I want someone trusted I can call for advice. I want a relationship with someone that understands my values, priorities, and goals for my life and takes those into account when we discuss finances. I've found all of that here and for fees that are incredibly reasonable. If this sounds like what you're looking for, I highly recommend Patrick and Breakaway Financial Group.

Our family has truly benefited from our relationship with Patrick and MoneyCoach. The plans and steps that lead toward financial security based on individual situations are well laid out and explained. Our whole family works with MoneyCoach including both daughters who started money plans at ages 20 and 21. We always receive a quick response when we have a concern or question which is very important to us. MoneyCoach is so much more than financial planning and advice however, and we highly recommend them to anyone wanting assistance regarding nearly all aspects of life and estate planning.

As a young married couple with very little experience in this realm, Patrick at MoneyCoach has been so helpful in navigating our financial situation. His advice has been instrumental in managing our student loan debt, and in helping us to prepare for the future (savings, life insurance, investments, etc.). He was recommended to us by a friend, and now I highly recommend his services as well!

Patrick and the Money Coach team are true professionals. They not only provide typical money management, but also provide a holistic view and support to wealth management, personal finances, and estate planning. End to end service and solution, not just equities trading.

Patrick has transformed my business and personal life! He has helped me set up my finances in a way that it makes sense for me. He is also a tremendous resource and has a lot of knowledge when it comes to finances and best practices. I look forward to continuing working with Patrick!

Patrick is the absolute best! Honest, smart, knowledgeable. He helped to reorganize both my business and personal finances. His expertise is untouchable. I absolutely recommend anyone who wants to see financial gain to employ his unique service.

Just ask Patrick as to why he got into the business and that alone should impress you. We've have great results since we joined Patrick for the last 5 plus years. Always there when we need him.

Patrick is an incredible financial guide for our family in both our personal and business lives. His methods and plans have brought stability and organization our finances.