Daniel Heidel is the founder and lead planner at Integritas Wealth Strategies in Charleston, SC. Drawing on years of market research, tax-smart investing, and real-world budgeting experience, he turns clients’ day-to-day income into clear, actionable plans for long-term growth.

Known for translating complex topics into plain English, Daniel covers the full spectrum—investment management, retirement and education planning, tax strategy, insurance, and estate coordination—so every dollar has a defined purpose. 

Ready to chat? Book a quick call and see how Daniel can help align your money with the life you’re building.