Daniel Heidel (CFP®, CKA®, EA)

Additional Information

Integritas Wealth Strategies is a Catholic-founded, fee-only registered investment adviser serving professionals, business owners, and values-driven families in Charleston, SC and surrounding areas. Founded by Daniel Heidel, CFP®, CKA®, and Enrolled Agent, Integritas integrates tax preparation and filing with comprehensive financial planning under one roof — eliminating the gap between your CPA and your advisor. Daniel is one of the few advisors in South Carolina who holds both the CFP® and the Enrolled Agent designation, allowing tax strategy and investment decisions to be built together in real time. Estate document creation — including wills, trusts, powers of attorney, and medical directives — is available in-house through a formal partnership at no additional cost to clients. Integritas also offers biblically responsible and values-aligned investing, charitable giving strategy, education planning, retirement planning, business owner financial planning, and lending assistance. The firm is Catholic-founded and serves clients of all backgrounds who want their financial plan to reflect their values, not just their net worth. Annual fees start at $7,500. No commissions. No conflicts. Fiduciary always.