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James A. Daniel, CFPHow can a fee-only Certified Financial Planner™ help YOU?

As an Alpharetta, Georgia based NAPFA Registered fee-only financial planner we start with your goals in life. What is it that you would like to accomplish? Is it a comfortable retirement, getting your kids through college, or perhaps just having the peace of mind of knowing you have a plan to reach your financial goals?

FINANCIAL PLANNING is more than investing, its about identifying what you want in life, and then building the financial architecture and strategies to make it all happen. We do this in a personalized approach, with no product selling

Whether in your prime career, nearing your retirement goal or already in retirement, we are happy to discuss how a comprehensive planning relationship can benefit you.

To learn more about our fee-only Planning, Investment and Tax services simply click on the tabs at the top or call directly to setup your complimentary consultation: (678) 566-3711.

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Disclosure Documents:
- Fiduciary Oath
- Form ADV
- Code of Ethics


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The Advisory Firm, LLC  |  12600 Deerfield Parkway, Suite 100 |  Alpharetta, GA 30004  |  (678) 566-3711  |  Atlanta Fee-Only Financial Planner

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The Advisory Firm, LLC is an Alpharetta Georgia based fee-only Financial Planning Practice serving clients throughout metro Atlanta and North Georgia

CFP CFP CFP
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

What is a NAPFA Registered Financial Advisor?

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. www.NAPFA.org