Financial Staples

Financial Staples is a comprehensive, fee-only financial planning firm located in Atlanta, Georgia, and serving clients nationwide. Our vision is to make financial education and guidance accessible to the busy young professional. We believe financial planning is a process that evolves over time as our circumstances change and our lives become more complex. We’re dedicated to helping clients align their finances with their values and purpose so they can live their greatest lives.

 

Our clients are tech professionals in their 30s and 40s who want to make the most of their high incomes and maximize their wealth building potential. Many receive equity compensation in addition to a cash salary and bonus. As their lives become more complex, they value the expertise of an advisor so they can spend their time and energy on things that matter most to them.

 

Want to learn more about our process, services, and how we can work together?  We invite you to visit our website and schedule an initial consultation.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

2020 Howell Mill Rd NW Ste D-318 Atlanta, GA 30318-1732 Phone: (770) 742-8609

Primary Office

2020 Howell Mill Rd NW Ste D-318 Atlanta, GA 30318-1732 Phone: (770) 742-8609