We are your NAPFA fee-only Certified Financial Planners in Georgia! Serving clients in Alpharetta, Cumming, Duluth, Johns Creek, Canton, Woodstock, Marietta and Midtown.

The Advisory Firm’s home office is conveniently located off of GA 400 at the Windward Parkway exit in Alpharetta, GA.

12600 Deerfield Parkway, Suite 100
Alpharetta, Georgia 30004

(678) 566-3711

With our access to the Regus office network we also meet clients around metro Atlanta at the following locations (by appointment) or if more convenient we can meet at your place of work or home for after hours meetings:

Georgia, Duluth Sugarloaf
2180 Satellite Blvd
Suite 400
Duluth, GA 30097

Georgia, Atlanta Terraces
400 Perimeter Center Terrace N
Suite 900
Atlanta, GA 30346

Georgia, Atlanta – 17th Street
201 17th Street
Suite 300
Atlanta, GA 30363

Georgia, Atlanta Galleria 400
400 Galleria Pkwy
Suite 1500
Atlanta, GA 30339

Georgia, Kennesaw – Townpark Center
125 Townpark Dr
Suite 300
Kennesaw, GA 30144

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James A. Daniel

James A. Daniel - Financial Planner


How can a fee-only fiduciary Certified Financial Planner™ help YOU?

As a fee-only Financial Planning firm we assist you in answering life’s challenging financial questions and help guide you to make smart financial decisions.

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