Searching for an Alpharetta Financial Planner? A financial planning relationship starts with designing a comprehensive plan around your goals in life. This plan will be your roadmap to help guide you toward making the best financial decisions to achieve your goals in areas such as retirement, insurance, college planning, tax and estate planning.
From there we can help you implement your plan with customized Investment Management and Tax strategies. All on a fee-only basis with absolutely no product sales. The Advisory Firm, LLC is an Alpharetta Georgia based fee-only Financial Planning Practice serving clients throughout metro Atlanta and North Georgia.
From there we can help you implement your plan with customized Investment Management and Tax strategies. All on a fee-only basis with absolutely no product sales. The Advisory Firm, LLC is an Alpharetta Georgia based fee-only Financial Planning Practice serving clients throughout metro Atlanta and North Georgia.
Reviews (4)
Adam Wood
Jan 05, 2022
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Barry Bramble
Jan 02, 2022
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Brittany Mortensen
Dec 20, 2021
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We were recommended to James and it has been a 5 star experience from the moment we emailed him. He is responsive and helpful for all the questions we asked during our first visit. He created a plan for us that was clear for what our goals were. There was no pressure, no sales pitch of any sorts.
James is highly professional, personable, and is all about his clients. I highly recommend him for all of your financial planning.
James is highly professional, personable, and is all about his clients. I highly recommend him for all of your financial planning.
Emily Kent
Dec 18, 2021
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We met James 15 years ago when looking to plan for our future. He has been the most personable, reliable, helpful financial advisor. He takes time to listen to our needs, and make a plan based on our specific situation. He makes sure that all the advise makes sense to even those with limited financial understandin. James always been available and responsive to any questions we have had along the way. I also find his email newsletters timely and informative. We recently hired him again to update our plan as we get closer to the retirement phase of our lives. I recommend him without hesitation!
