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Alpharetta Fee Only Financial Planner – Planning/Investments/Tax – Retirement expert2025-08-06T01:24:40+00:00
The Advisory Firm - Retirees

THE ADVISORY FIRM – FEE ONLY FIDUCIARY FINANCIAL PLANNING, INVESTMENT MANAGEMENT & TAX PREP

Financial Planning is more than investing, its about identifying what you want in life.

Financial Planning is more than investing, its about identifying what you want in life.

Then building the financial architecture, investment and tax strategies to make it all happen, via a fee only consultative approach with absolutely no product selling.  We are different from the big firms.  Let us show you why.

Are you ready for a more personal relationship with your financial professional?  One that is based on your goals and centered around your financial plan? Let’s talk.  Call or click below to schedule your complimentary consultation 678-566-3711.

Helping North Georgia families retire comfortably for over 19 years!

Then building the financial architecture, investment and tax strategies to make it all happen.  All with a personal strategy and financial partner with absolutely no product selling.  We are different than the big firms, let’s talk 678-566-3711

Financial Planning

Financial Planning is about looking at your complete financial life and then designing your personal strategy around accomplishing your goals.

Investment Management

We manage money differently than other firms, we build ETF portfolios that are actively managed for today’s markets.

“Retirement is wonderful if you have two essentials – much to live on and much to live for.”

“Retirement is wonderful if you have two essentials – much to live on and much to live for.”

We are specialists in Retirement, acting as your Personal Financial Officer / Wealth Manager to help design your retirement income strategy, while handling your taxes and investments for a low stress and comfortable retirement.

Are you ready to Retire?  More importantly are you financially ready to Retire?

Let us build you a detailed roadmap to show you what is possible using a tax optimized / risk managed strategy.

Pre-Retirement Survival Guide

Questions about Retirement?

The Pre-Retirement Survival Guide is your must have resource!

James A. Daniel CFP®, CFA, CMT, EA - NAPFA Registered Fiduciary Financial Advisor
James A. Daniel CFP®, CFA, CMT, EA - NAPFA Registered Fiduciary Financial AdvisorCall Me: 678-566-3711
CERTIFIED FINANCIAL PLANNER – CHARTERED FINANCIAL ANALYST- CHARTERED MARKET TECHNICIAN – ENROLLED AGENT
The Advisory Firm - Personalized

Tactical Portfolio Management, responsive to change and monitored weekly.

Tactical Portfolio Management, responsive to change and monitored weekly.

Grounded in long term trends, but adjusted for today’s markets. Above all else, risks are managed in each portfolio.

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Questions about how we can help you meet your financial goals? We’re ready to help.

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CERTIFIED FINANCIAL PLANNER
CFA Institute Member
IRS Enrolled Agent
Chartered Market Technician
Registered Investment Advisor

CLIENT FINANCIAL DASHBOARD

Make Your Money Work Harder

Track your progress in building wealth, view Net Worth and monitor Cash Flow.

We custom built the MyVizer account aggregation app so that our clients have access to technology to help better manage their financial life.

MyVizerPro Dashboard
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12600 Deerfield Parkway Ste 100
Alpharetta, GA 30004
(678) 566-3711

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Disclosure Documents

The Advisory Firm LLC is a fee only fiduciary financial planning and wealth management practice.

The Advisory Firm, LLC is an Alpharetta Georgia based fee-only Financial Planning / Registered Investment Advisory Practice serving clients throughout metro Atlanta and the Southeast

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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.

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