Fee Only Financial Planning and Investment Management in Georgia - The Advisory Firm - Financial Planners, LLC

We specialize in helping clients with Retirement Planning and Distribution strategies

So what exactly is a NAPFA registered fee-only financial advisor? It's an objective partner that is always looking out for your best interests. Yes, we have all the resources of the major Wall Street firms when it comes to managing your investments, but more than that we provide you with personalized guidance and strategies for how to reach your retirement goals, to get your kids through college or simply counsel you on life's big financial decisions.

There is a difference when working with an independent financial planner, let us show you how we are the best financial advisor to help you accomplish your financial goals.

So whether you are in search of a financial planner to help you build your strategy, an investment manager to implement it or a combination of both..................... our services are tailored to fit your needs.

Who can benefit from a fee-only financial planner?

Prime Working Career: we can help you develop a comprehensive plan to cover all aspects of your financial life and to give you a roadmap for how to make sure you are on track with retirement, insurance, college savings, company benefits, investing and estate planning.

Pre-Retired: we can help you answer the question, "Can we Retire?", and counsel you on what steps you can take to make sure your goal can be reached.

Retired: we can help you build a strategy to make sure you are not going to outlive your investments and how to plan for any health related expenditures.

Would you like to learn more about how a fiduciary, fee-only advisory practice is different? Simply call us at 678-566-3711 to schedule a phone consultation along with a complimentary initial meeting.

We meet clients in our Alpharetta office or by appointment at our remote locations in Duluth, Dunwoody, Midtown, Marietta or Kennesaw.

The Advisory Firm, LLC is a fee-only independent Financial Advisor/ Financial Planner located in Alpharetta, Georgia serving clients throughout metro Atlanta. We offer a variety of financial planning services including financial planning for retirement..

We provide fee-only financial planning services for clients throughout metro Atlanta and North Georgia including the communities of Alpharetta, Canton, Cumming, Dawsonville, Duluth, Dunwoody, Marietta, Midtown, Roswell, and Woodstock.