CFP & Enrolled Agent in Charleston, SC — Integritas Wealth Strategies

Charleston, SC · CFP® + CKA® + Enrolled Agent

Your money deserves an advisor who handles everything.

Daniel Heidel is a financial planner and IRS tax specialist in one. Your investments and your taxes get solved together by the same person, at the same time.

Book a free 20-min call No commitment. We'll tell you honestly if it's a fit.
CFP® Certified Financial Planner
IRS Enrolled Agent
Fiduciary: legally required to put you first
677 King St, Charleston SC
CKA® Certified Kingdom Advisor

Most people have two advisors who never talk.

Your financial planner doesn't see your tax return. Your CPA doesn't know your investment plan. Nobody's connecting the two and you're paying for the gap between them.

How it usually works
—Financial advisor manages your money. Sends you to H&R Block in April or an expensive/busy CPA.
—CPA files your return. Doesn't know what's in your portfolio.
—Nobody proactively reduces your tax bill before it's due.
—You pay more than you need to. Every year.
How Integritas works
✓One advisor holds both credentials: CFP® and Enrolled Agent.
✓Your investments and your taxes are planned together, year-round.
✓Proactive strategies before December 31 NOT reactive filing in April.
✓Your interests and ours are the same.

What we actually do

Three things, done well. No upsells. No products.

Financial planning
A clear plan for your money: investments, retirement, cash flow, and what to do when life changes. Built around your situation, not a template.
Tax strategy
As an IRS Enrolled Agent, Daniel prepares your return and builds a plan to lower your lifetime tax bill NOT just this year's. Year-round, not just April.
IRS representation
Received a letter from the IRS? Daniel has full authority to represent you, negotiate on your behalf, and handle it so you don't have to.

We believe that how you handle money is a reflection of what you value. Integritas was built for people who want their financial life to be consistent with how they try to live: thoughtfully, with integrity, and with an eye toward something bigger than the next quarter's return. If that's how you think about it too, we'll get along well.

How it starts

Simple. No paperwork before we talk.

Step 1
A 20-minute call
Tell us what's going on. We'll ask a few questions and be honest about whether we're the right fit. No pitch. No pressure.
Step 2
We look at the full picture
If it makes sense to work together, we review your accounts, your tax returns, and your goals. Most people find things they didn't know to look for.
Step 3
A real plan
A written financial plan and a tax strategy that work together. Not a document that sits in a folder but something we actually implement and update.

"Since I’ve started planning with Daniel, I’ve been able to dramatically reduce my lifetime tax bill. He’s not only brilliant in financial matters but has excelled from the time I’ve known him in college till now. I find him incredibly personable, trustworthy, and enjoyable all around."

Current client · Integritas does not pay for reviews. Results may vary.

This works well if you...

We're not for everyone. Here's who we're built for.

✓Earn $150K or more and feel like your tax bill is higher than it should be
✓Have a financial advisor but no real tax strategy OR a CPA but no financial plan
✓Own a business, work in medicine, or have income that's more complicated than a W-2
✓Want one person who knows your complete financial picture, not three who don't talk
✓Received a letter from the IRS and need someone with authority to handle it
✓Want an advisor whose compensation is never tied to what they recommend

Let's see if we're a good fit.

A 20-minute call costs nothing. We'll ask about your situation and be direct about whether we can actually help.

Book a free call