Catholic-Founded · Fee-only · Fiduciary · Charleston, SC
More from your advisor. More services under one roof. More confidence that someone with real convictions is working for you — not their commission.
Why Integritas
Most advisors do one thing adequately — investment management — and send you elsewhere for everything else. We don't believe your financial life should be that fragmented. Tax strategy, investments, retirement, estate planning, and risk review: all here, all coordinated, all working from the same plan.
What makes us genuinely different
Most financial advisors are excellent at managing investments. Most CPAs are excellent at filing taxes. But almost none of them are talking to each other about your plan — and that gap costs you more than you realize.
Daniel holds the CFP®, the CKA®, and the Enrolled Agent credential — the highest tax designation issued by the U.S. Department of the Treasury, held by fewer than 3% of tax professionals. It means your wealth strategy and your tax strategy are built by the same person, from the same understanding of your full picture, under the same fiduciary obligation.
No referrals. No handoffs. No plan sitting in two different offices that never quite align.
I transferred from Merrill Lynch for Daniel's knowledge and expertise. He's brought things to light that were blind spots I didn't even know I had. I'm at a stage in life where I need guidance more than ever — and it's comforting to know someone is genuinely looking out for me.
— Brenda W., client since 2024
How it works
Your advisor
CFP® · CKA® · EA · Founder, Integritas
I started Integritas because I believe that doing excellent work and living with integrity aren't two different things — they're the same thing. Integritas is a Catholic-founded firm. My Catholic faith is the foundation of how I advise and the standard I hold myself to — not as a marketing angle, but as the reason I believe this work matters and the reason I hold myself to a higher standard than the industry requires. The CKA credential isn't decoration. It's a commitment that the way I think about money, stewardship, and your legacy is shaped by something bigger than a financial plan.
That means you get the same advisor, the same care, and the same conviction in year ten as you did on day one. It means I think about your family, your giving, and what you're building for people who come after you — not just your portfolio balance.
I'm based in Charleston, SC — I love this city, I'm active in this community, and I build the kind of relationships here that I'd want for my own family. Whether you're across King Street or across the country, the work and the commitment are identical.
Who we serve
We work best with professionals and families who've built something worth protecting — and who want an advisor who meets that with equal seriousness.
Who is not a good fit
We're going to be honest here, because we think you deserve that from the start.
We are not the right fit for someone who is fundamentally skeptical of financial advice. If you're going to pay us and then second-guess every recommendation, neither of us will get what we want from this. We need clients who are willing to give us a genuine chance to show our expertise and demonstrate our value — across your entire financial life, not just one corner of it. We believe deeply that we can make a real difference. But that requires trust, and trust has to go both ways.
We are also not the right fit for someone who only wants one specific service. If you need just a tax return prepared, or just a single investment account managed, there are excellent professionals who specialize in exactly that. What we do is comprehensive and coordinated — and the value compounds precisely because we're working across your whole picture. Hiring us for one piece limits what we can actually do for you, and it limits the impact we're here to create.
Our fees are higher than average because our work is deeper than average. We spend significantly more time with your plan than a traditional advisor or tax professional. We keep our headcount per advisor deliberately low so that every client gets the level of attention and detail that makes this work meaningful. That takes resources, and we need to be compensated fairly to sustain it. If you're primarily looking for the lowest-cost option, we're not the right fit — and we'll tell you that directly rather than waste your time.
If you're not sure whether you're a good fit, the best thing to do is get on a call. We'll be honest with you.
Services
Your tax strategy, investments, retirement plan, estate documents, and risk review — all coordinated from a single plan, by a single advisor who knows your full picture.
What it costs
We charge a flat annual planning fee. No commissions, no product sales, no hidden charges. You always know exactly what you're paying and exactly what you're getting.
Core planning for professionals and households who want integrated advice and proactive tax coordination.
For higher-complexity households, dual-income professionals, equity comp, and business owners with light planning needs.
Family office-style coordination for multigenerational families, complex exits, and high-net-worth households.
One-time Tax Review + Plan: $750–$1,500 — For new clients who want fast, tangible value before committing to ongoing planning. A 60–90 minute deep-dive into your tax return with 10–15 personalized savings ideas and a written action plan. If you become an ongoing client within 60 days, this fee credits toward year one.
Questions about fees
About Integritas
Integritas is Latin for wholeness — not just honesty, but completeness. A financial life that is whole is one where nothing is fragmented, nothing is left on the table, and nothing is left to chance.
The founder
CFP® · CKA® · EA · Charleston, SC
What these credentials mean togetherThe CFP® means Daniel has met the financial planning profession's highest standard of competency and ethics. The CKA® means his practice is grounded in a faith-informed approach to stewardship and purpose. The Enrolled Agent designation — issued by the U.S. Department of the Treasury — means he is formally recognized by the federal government as a tax expert with unlimited representation rights before the IRS, a credential held by fewer than 3% of tax professionals.
Very few independent wealth advisors hold all three. Together, they mean your financial plan and your tax strategy are designed by one person who is credentialed, accountable, and obligated to you — not to a fund, a product, or a commission.
I started Integritas because I believe that doing excellent work and living with integrity aren't two different things — they're the same thing. Integritas is a Catholic-founded firm — and my Catholic faith is not a footnote to the work I do, it is the reason I do it the way I do it. The word Integritas itself comes from the Latin tradition that formed my understanding of what it means to serve someone well: wholeness, completeness, nothing left fragmented or out of alignment.
The CKA credential — Certified Kingdom Advisor — represents a formal commitment to integrating faith, financial expertise, and a stewardship perspective on money and legacy. For clients who share that faith, it means your advisor has been specifically trained in that intersection and lives it. For clients who don't share it, it simply means you're working with someone who holds themselves to a standard that goes beyond what any regulatory body requires.
I also believe this: the decisions you make about your money don't just affect you. They affect your spouse, your children, your parents, and people you'll never meet. The best financial planning I do is done with that in mind — not just building wealth, but building something that reflects what you actually stood for and lasts beyond your own lifetime. If that resonates with you, we should talk.
I'm a Charlestonian by choice. I moved here because I love this city and wanted to build something meaningful in it. I'm active in the community, I walk the same streets you do, and I build client relationships I'd want for my own family.
The team
Client Services · Charleston, SC
Joe holds a Bachelor's in Finance and Master's in Business from Franciscan University. He's the person who makes sure every coordination detail, every next step, and every client interaction is handled with the same care and attention that defines everything we do. When something is happening in your financial life, Joe is often your first call — and he makes sure the right things happen next.
Resources
FAQ
Photography brief
The principle: Stoneholt works because Will Steiner's photos are of his actual life — his kids, his desk, his neighborhood. That's the model. Your photography should feel like it was taken by a friend who happened to have a great camera, not a stock photo or a corporate shoot. Warm. Real. Charleston. You.
Video strategy
Let's talk
Tell us a little about where you are and what you're looking for. We'll reach out within one business day to find a time to talk.
Find us
By setting up a call you are not committing to anything, on the hook to pay anything, or required to prepare anything. Bring your questions — nothing is off limits. We'd prefer both people in a household attend if possible.
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