James Daniel (CFA, CFP®, EA)

James Daniel focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Generation X
  • Investment Advice with Ongoing Management

Planning Specialties

Welcome to The Advisory Firm, a fee-only Financial planning, Investment management and Tax practice based in Alpharetta and serving clients throughout North Georgia.  We offer complete wealth managment with bundled planning/investment and tax prep or stand alone planning services.

We invite you to visit our website to learn more about the services that we offer for clients from mid career through retirement.



Whether you are seeking a planner to help build your strategy or an investment manager to implement it, our services are tailored to fit your needs.


Additional Information

Certified Financial Planner (CFP) * Chartered Financial Analyst (CFA) * Chartered Market Technician (CMT) * Enrolled Agent (tax)

NAPFA Start Date

April 24, 2006


This Office

12600 Deerfield Pkwy Ste 100 Alpharetta, GA 30004-6130 Phone: (678) 566-3711 Fax: (678) 302-6399