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A goal without a plan is just
a wish.



2350 Prince Ave

Suite 11

Athens, GA 30606




Image by Mohamed Ajufaan

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 for more information.

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