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Lester Detterbeck (CFA, CFP®, CPA/PFS, MBA)

Lester Detterbeck focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

  • Comprehensive financial planning including on-going stress testing of your plan
  • Core and Satellite investment planning and implementation using active and passive styles
  • Proactive coordination with attorneys, CPAs, insurance and other advisers

Additional Information

My wife and I moved to Charleston from Chicago in 2005.  Still a die-hard Cub fan-ouch.  I spent many years in Chicago as a CPA, helping businesses and their owners grow and prosper. My son Brett and I founded DWM Financial Group in 2000 to go the next step with business owners and other individuals.  Our goal: to provide proactive, fee-only wealth management services to help our clients protect and enhance their net worth and legacy. I'm passionate about helping people and adding value. I am also Treasurer and board member of Lowcountry Orphan Relief, which provides clothing to 3,000 orphans each year, and a board member of the Estate Planning Council of Charleston.

NAPFA Start Date

November 27, 2012

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

159 Civitas St. #100 Mount Pleasant, SC 29464 Phone: (843) 577-2463
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