A goal without a plan is just a wish.
Address
Beechwood
196 Alps Rd
Suite 70
Athens, GA 30606
Phone
770-281-9390
What We Do
Put simply, we simplify the complicated.​
Making a financial plan can really make all the difference in what the next few decades look like. So why don't people do it more?​
Because it can be confusing and stressful.
​What if you could work with a financial planner that makes it alllll a little easier? No matter where you are in your financial plans, we can provide some suggestions and ideas on what else to consider.
​Want to talk? We'd love to.
Looking for our classes?
Click here to get to our most up-to-date listing of classes and on-demand seminars.
Financial Education
Wealth Academy of Georgia is a proud member of COFE, the Council for Financial Educators. COFE is an IRS-approved 501(c)(3) focused on providing the public with the knowledge to confidently navigate the ever-changing retirement landscape.
See COFE-edu.org for more information.
