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James A. Daniel, CFP

How can a fee-only fiduciary 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? Retirement planning, investment management, tax questions? We act as your Personal Financial Officer / Wealth Manager to help answer your questions and design a plan for you to reach your goals.

FINANCIAL PLANNING is more than investing, its about identifying what you want in life, and then building the financial architecture, investment and tax strategies to make it all happen. We do this in a personalized approach, with no product selling. We offer Full Wealth Management Relationships (planning, investments and tax prep) and stand alone Financial Planning engagements. You choose based on the help you are looking for.

Financial Strategist vs. Financial Product Salesperson
....who's advising you?

15 Years helping Atlanta residents retire!

Whether in your prime career, nearing retirement or already in retirement, we are happy to discuss how building a financial plan can benefit you. Our fee structure for planning, investment and tax services is transparent and detailed on the links above.

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

EXPERIENCE AND QUALIFICATIONS MATTER

CERTIFIED FINANCIAL PLANNER - CHARTERED FINANCIAL ANALYST- CHARTERED MARKET TECHNICIAN - ENROLLED AGENT
Financial Facts Quick Reference Top 10 Retirement Mistakes

INVESTMENT ACCESS
Securely access your investment account by clicking below
Personal Finance BLOG
A different approach to the world of personal finance blogs
 Planning VIDEO SERIES
Personal Finance FYI
YouTube Channel

Retirement VIDEO SERIES
Retirement Minute
YouTube Channel
Access your account here
Married to a Miser
 PERSONAL FINANCE VIDEO
Video on financial planning
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

CFPCFPCFP
 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