• Business hours : Mon-Friday 9-5

  • (678) 566-3711

Fee Only Financial Planning, Investments & Tax in Alpharetta, GA – Alpharetta Retirement Expert & Wealth Manager2023-06-27T12:51:34+00:00
The Advisory Firm - Retirees

THE ADVISORY FIRM – FEE ONLY FIDUCIARY FINANCIAL PLANNING

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.

Then building the financial architecture, investment and tax strategies to make it all happen.

Financial Planning

Financial Planning is about designing your strategy and educating you on what needs to be done to accomplish your goals.

Investment Management

The Advisory Firm acts in the best interest of our clients at all times as a fee only fiduciary, building personalized financial strategies for each client.

“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 act as your Personal Financial Officer / Wealth Manager to help answer your questions and design a plan for you to reach your goals.

Pre-Retirement Survival Guide

Questions about Retirement?

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

The Advisory Firm - Personalized

Personalized strategies for each client, responsive to change and monitored weekly.

Personalized strategies for each client, 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
James A. Daniel CFP®, CFA, CMT, EA - NAPFA Registered Financial Advisor
James A. Daniel CFP®, CFA, CMT, EA - NAPFA Registered Financial Advisor
CERTIFIED FINANCIAL PLANNER – CHARTERED FINANCIAL ANALYST- CHARTERED MARKET TECHNICIAN – ENROLLED AGENT

CLIENT FINANCIAL DASHBOARD

Make Your Money Work Harder

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

MyVizer is a phone based account aggregation app used by wealth managers and financial planners to help their clients monitor all of their financial accounts and cashflow.

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

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Disclosure Documents

Please Note: Investing involves risk of loss. There are no guarantees regarding returns.

The Advisory Firm, LLC is an Alpharetta Georgia based fee-only Financial Planning Practice serving clients throughout metro Atlanta and North Georgia

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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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