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About Us

Preparing for the future is one thing, but preparing for your financial future is an entirely new ballgame. When you are faced with the task of organizing your finances, things can easily get overwhelming - we get it.

At Peachtree Planning of North Georgia, we offer clients financial guidance with genuine care. We are people, too, which means we understand what it means to feel the weight of your wealth (and what to do with it) on your shoulders. Money can be a mystery, but we are here to work with you to help solve it.

We are proud to be a part of the Peachtree Planning Corporation family.  With offices throughout the Southeast, Peachtree Planning Corporation has assisted with Strategic Planning since 1987, helping over 28,782 individual and business owners.  We believe that growing wealth has to be coupled with wealth protection, as such we have helped lead clients to a more confident financial future. 

Traditional Foundation.

Our hometown atmosphere means that we approach clients the same way we approach family - acting entirely in their interest. As financial advisors, our team ensures that your needs are met not just the day you start working with us but each day after that, protecting you for the long term. Trusting someone with your financial future is no small task, and we show our gratitude by providing answers that are honest, straightforward, and designed to do what’s best for you.

Modern Approach.

With a small boutique feel and the resources of a large financial institution, Peachtree Planning of North Georgia is confident that our experience will merge the world of hometown integrity with sophisticated financial analysis. Our goal is to guide clients through all of life’s major milestones. For that reason, our approach is holistic. We take a deep dive into what each client pictures for their wealth, creating financial plans that account for every corner.

Meet Our Team

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