Financial Planners near Decatur

“Amy did an excellent job with developing our financial plan. She developed multiple personalized scenarios to help us understand the impact of some major life decisions on our long term plan. They were great to work with, the process was smooth, and we felt the service provided a great value. We are looking forward to continuing our relationship with Minerva Planning Group the next time we need a financial plan check in.“

“We have worked with Buckhead Wealth Management for both our personal and corporate accounts and am exceedingly happy working with them.

We are a CPA firm and when clients ask us who we use we always recommend Buckhead Wealth Management.

The clients who have moved their accounts to them are all very happy with them.

Taylor is very knowledgeable with the investment world and studies it daily and always has his finger on its pulse. He can discuss anything investment wise which makes him a valuable asset.

Taylor always seems a step ahead of anyone we hear on the news or in the newspapers.

Brittany is another valuable asset of Buckhead Wealth who also is invaluable and why we recommend Buckhead Wealth with the highest rating.“

“Even though we decided not to go with Georgia Financial Advisors, we wanted to say thank you for Jacob Workman's willingness to help us. He was a joy to work with and very informative. We couldn't have asked for a better experience. Jacob is a special guy and we wish him the best for his future. Our decision to stay with our current advisor had no negative reflection on Jacob's dealings with us.“

“We started working with Tracee in 2021 after purchasing our home where we needed a more intentional plan for our finances. We wanted a true partner who could help us see the full picture and guide us as we built our net worth while balancing family, homeownership, and long-term goals.

Tracee brings a rare combination of deep expertise and genuine care. From the beginning, she took the time to understand our situation and helped consolidate our assets into a clear strategy.

Tracee’s strength is her unbiased approach, always prioritizing what is best for us, whether that means connecting us with top-tier investment managers, sourcing the right insurances, or helping us set up our trust for our children. She doesn’t push a one-size-fits-all solution but finds partners in her network who are exactly right for us.

Tracee operates at the highest level professionally while also making us feel completely at ease. We trust her deeply for the most important financials decisions in our lives. We couldn’t recommend her and her team more highly. She's an invaluable partner in helping us build long-term financial security and clarity.“

“I have been a customer with RBC for over 30 years and I don’t regret it at all. They have helped me build wealth and prepare for retirement. My financial planner is Gary Frederick and he is phenomenal!“

“Our PAM Team is knowledgeable, caring for our needs, personable, and professional. Always gives good advice.“

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“Mr. Ben Joel has helped me so much . He is always available and takes such good care of my portfolio. I trust him 100%. Thank you Ben“