Norris Edmonson (AIF®, CPA/PFS)

Norris Edmonson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Norris received his Bachelor of Science in Accounting from the Mississippi State University's College of Business and Industry in 1973. After graduation, Norris joined the Houston, Texas, office of Arthur Andersen & Co., an international CPA firm, as a member of its tax staff. Norris and his family moved to Atlanta, Georgia in 1986. He was a partner with a CPA firm in mid-town Atlanta for several years before founding his own CPA firm in 1996. In 1997, Norris formed Beacon Financial Advisers, Inc. (Beacon) to provide his clients with objective and actionable investment and financial planning guidance. In 1998, Norris merged his CPA firm with that of Jones & McKnight, P.C. to form Jones, McKnight & Edmonson, PC. The shareholders and ownership percentages of the CPA firm and Beacon are identical.

In addition to being a practicing Certified Public Accountant (CPA), Norris has received accreditation as a Personal Financial Specialist (PFS). This accreditation is currently one of a small number of specialty accreditations bestowed on successful candidates by the American Institute of Certified Public Accountants. A Personal Financial Specialist (PFS) first must be a Certified Public Accountant (CPA) who meets the financial planning requirements established by the American Institute of Certified Public Accountants (AICPA). The credential is awarded only to CPAs who demonstrate the requisite experience, education, examination, and ethical standards established by the AICPA.

Additional Information

Norris has also earned his designation as an Accredited Investment Fiduciary (AIF) from fi360®. To receive the AIF® designation, individuals must complete a training program, successfully pass a comprehensive examination under the supervision of a proctor and agree to abide by the AIF® Code of Ethics. In order to maintain the AIF designation, the individual must annually renew their affirmation of the AIF® code of Ethics and complete six hours of continuing education credits. The certification is administered by the Center for Fiduciary Studies, LLC (A fiduciary 360 (fi360) company).

He is a member of the American Institute of Certified Public Accountants (Personal Financial Planning Section), the Georgia Society of Certified Public Accountants, Gwinnett Chapter, and the National Association of Personal Financial Advisors (NAPFA), a professional association of fee-only investment advisors.

Norris spends approximately 10% of his time with the related activities of Jones, McKnight, & Edmonson, P.C. and the remainder of his professional time with activities related specifically to Beacon Financial Advisers, Inc. and its clients. He is President and Chief Compliance Officer of Beacon.

Norris and his wife, Mary, reside in Lawrenceville, Georgia. They have two adult children and six grandchildren. Norris enjoys the outdoors, actively following his grandchildren's sports activities, and road cycling. He and his wife are members of First United Methodist Church of Lawrenceville.

NAPFA Start Date

December 20, 2006

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This Office

4555 Mansell Rd Ste 300 Alpharetta, GA 30022-8279 Phone: (678) 750-1700 Fax: (770) 922-5795

Other Offices

3330 Cumberland Blvd., Suite 500 Atlanta, GA 30339 Phone: (678) 750-1700 Fax: (770) 922-5790
3235 Satellite Blvd., Bldg. 400, Suite 300 Duluth, GA 30096 Phone: (678) 750-1700 Fax: (770) 922-5795
1429 Business Center Dr SW Conyers, GA 30094-5915 Phone: (678) 750-1700 Fax: (770) 922-5795