Financial Advisor for Retirees in Athens, GA, Oconee County & Lake Oconee
We help retirees with $1M+ invest smarter, reduce taxes, and turn their savings into a reliable retirement income plan.
Get Started by partnering with us for:
Retirement income planning (Social Security, portfolio withdrawals)
Tax strategies (Roth conversions, RMDs, capital gains planning)
Investment management built for retirement—not accumulation
You're Age 50+ & Saved $1M (or more) in Retirement Savings
But you still have questions...
Should my investments look different now?
Am I actually ready to retire and spend?
How much can I safely spend each year?
How do I avoid paying unnecessary taxes?
What age should I take Social Security?
Is my estate plan coordinated properly?
We Do Our Best Work With
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Retirees or those within 5–10 years of retirement (or currently retired)
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Households with $1M–$5M+ invested
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Families who want to reduce taxes and simplify their financial lives
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People who value working with a local, fiduciary advisor
Many of our clients live in Athens, Watkinsville, Oconee County, Monroe, and the Lake Oconee area.
If that sounds like you, you’re in the right place.
Meet Your Advisor
Cecil Staton, CFP®
Founder & Wealth Advisor
Arch Financial Planning is an independent, employee-owned registered investment adviser led by Certified Financial Planner™ professionals.
We specialize in helping clients:
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Reduce unnecessary taxes
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Align investments with real-world goals
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Build a clear, confident retirement plan
Our fiduciary approach and long-term focus have earned us 100% 5-star reviews on Wealthtender.
Why Clients Choose Arch Financial Planning
Retirement-Focused
We specialize in retirement income and tax planning—not just growing assets.
Tax-Aware
We proactively plan around taxes every year—not just at filing time.
Simple & Clear
No unnecessary complexity. Just a plan you understand and can follow.
Fee-Only Fiduciary
We’re paid only by our clients—no commissions, no conflicts.
Local & Accessible
Meet in person in Watkinsville or work with us virtually.
Your Path to Financial Confidence Starts Here
1️⃣ Schedule a Call – Let’s discuss your biggest financial concerns and goals.
2️⃣ Get a Custom Plan – We’ll create a clear, actionable strategy tailored to you.
3️⃣ Gain Confidence & Freedom – With the right plan, you can focus on what truly matters.
Smart Money Moves Start Today
👉 Schedule Your Free Consultation Today and start building the future you deserve.
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Topics Covered:
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As Featured In
Arch Financial Planning, LLC is an Investment Adviser offering services in Georgia and in other jurisdictions where exempt from registration. All views, expressions, and opinions included in this communication are subject to change.