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  Fee-Only Financial Planning - Investments - Tax
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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 help, 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.

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

Whether in your prime career, nearing retirement or already in retirement, we are happy to discuss how a comprehensive wealth management relationship can benefit you. Our fee structure for planning, investment and tax services are 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.

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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

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.