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About Us


"Why can’t you get objective professional financial advice without being sold a product?"

It was that very question that in early 2006 led me to create THE ADVISORY FIRM, a fee-only financial planning and investment management practice located in Alpharetta, Georgia.

As a former electrical engineer that entered the financial services field as a professional stock trader and then transitioned to a full service broker/dealer, I have experienced what it is like from both the consumer perspective and on the product sales side.

That is why when I created this practice it was built with a couple of key fundamental concepts and philosophies:

  • The understanding that as an investor you have options when selecting financial advice.
  • You deserve a personalized financial strategy built just for you.
  • You deserve plain spoken investment strategies that you understand, not complex financial jargon.
  • A relationship free from financial product sales.
  • You deserve to work with an advisor that doesn't charge any fees upfront, to build your trust and satisfaction.*
  • An advisor that will work with you to identify your goals and then figure out the best investment, planning and tax strategy to help you achieve them.

 


* Financial Planning fees are not billed until plan is delivered and client is 100% satisfied. Investment Management fees are not charged until end of each quarter.

THE ADVISORY FIRM is proud to associate or maintain membership with the following organizations:

Retirement is the largest financial decision you'll ever make.

Doesn't it make sense to have a plan for it?

The Advisory Firm  |  12600 Deerfield Parkway  |  Alpharetta, GA 30004  |  (678) 566-3711

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The Advisory Firm, LLC is a fee-only independent Financial Advisor, Certified Financial Planner (CFP) located in Alpharetta, GA serving clients throughout metro Atlanta.