Fiduciary Financial Advisor in Athens, GA
CERTIFIED FINANCIAL PLANNER™ serving clients in Athens, GA, and virtually nationwide.
With the Right Tax-Smart Retirement Plan, David & Olivia Now Keep More of What They Earn—And Sleep Better at Night.
It all Started By Partnering with Arch Financial Planning
Keep More of Your Wealth, Invest Smarter, and Retire Confidently
Our Wealth Management & Financial Planning Services
Investment Management
We used evidence-based investing to help you reach your goals.
Retirement Planning
We help you maximize each dollar saved towards your financial independence.
Education Planning
We design a plan to help you pay off student loans and pay for your kid’s education.
Mobile Management
We offer a modern approach using leading technology to serve you.
Insurance & Estate Planning
We ensure you have the right documents and coverage in place for your loved ones.
Tax Planning
We coordinate a multi-year strategic plan to minimize taxes over your lifetime.
Retirement Planning and Investment Management for Georgia Families
At Arch Financial Planning, we help residents of Georgia and across the United States simplify complex financial decisions and build confidence for the future. As a Certified Financial Planner™ professional and registered investment adviser, we provide holistic financial planning that puts your best interests first.
We specialize in helping individuals and families answer life’s biggest financial questions:
💡 How do I turn my nest egg into a paycheck that lasts?
💡 How can I reduce my taxes while saving for retirement—and in retirement itself?
💡 Are my investments truly designed for my unique needs and risk tolerance?
💡 Does my estate plan provide clarity and protection for my family’s financial future?
Our goal is to provide independent, fiduciary financial advice that gives you a clear path to financial independence. Whether you’re nearing retirement, already retired, or navigating equity compensation as a high-income professional, we help create personalized plans that align your long-term goals with the right investment strategies.
What You Get with Arch Financial Planning
✅ Transparent Pricing – No commissions, no hidden fees, no surprises.
✅ Customized Retirement Advice – Tailored solutions for your unique needs and financial challenges.
✅ Fiduciary Commitment – As a legal fiduciary, we always act in your best interests.
✅ Ongoing Support – We provide thoughtful planning, portfolio management, and proactive tax planning to adapt as market conditions and your financial life change.
What We’ll Never Do
❌ Charge hidden fees like some brokerage services or large wirehouse firms (Edward Jones, Merrill Lynch Wealth Management Advisors, Raymond James, Wells Fargo Advisors).
❌ Recommend cookie-cutter financial plans that ignore your unique needs, time horizons, and liquidity needs.
❌ Hide conflicts of interest or push insurance products you don’t need.
Real Clients. Real Financial Plans.
Meet David & Olivia—professionals living in Athens with a portfolio of $1M+. Despite success, they felt overwhelmed by taxes, investment strategies, and retirement planning.
They kept asking themselves:
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Are we overpaying in taxes?
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Is our investment portfolio aligned with our risk tolerance and long-term goals?
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When will we have the financial independence to spend more time with family and enjoy the life we’ve built?
With Arch Financial Planning, they found an independent firm that simplified their financial life, created a personalized plan, and delivered ongoing investment advice that adapts to the current investment landscape. Today, David & Olivia have confidence in their wealth management strategies and clarity about their financial future.
Why Choose a Local, Independent Financial Advisory Firm
Many large firms offer investment insights and solutions, but they often come with conflicts of interest. As an employee-owned firm and independent financial advisory firm, Arch Financial Planning offers something different:
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Personalized Plan: Thoughtful planning based on a deep understanding of your full financial picture.
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Comprehensive Services: Retirement planning, estate planning, tax planning, asset allocation, and risk management.
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Local Expertise: Founded in Athens, GA by a University of Georgia graduate with national experience serving high-net-worth clients.
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Fiduciary Promise: We are held to the highest standards by the CFP Board of Standards and the U.S. Securities and Exchange Commission.
We proudly serve residents of Georgia and other states across the U.S., offering financial advisory services tailored to business owners, retirees, charitable organizations, and individual clients with unique needs.
Your Financial Future Starts Here
The right financial advisor can transform your financial results. At Arch Financial Planning, we provide investment management, asset management, and retirement planning strategies designed for long-term relationships and lasting peace of mind.
David & Olivia’s Story
Their Careers
David and Olivia spent years building successful careers—but they’re now concerned about transitioning to retirement.
They knew they needed a plan—but not just any plan.
They needed a strategy tailored to their specific financial situation.
With a combined portfolio of $1M+, they were financially successful but felt overwhelmed by complex tax laws, market uncertainty, and the pressure to make the right investment decisions.
Despite their success, they kept asking themselves:
- Are we overpaying in taxes?
- Is our investment strategy actually working for us?
- When can we make work optional and enjoy the life we’ve built?
They Met Arch Financial Planning
David and Olivia wanted a proactive approach—one that would help them minimize taxes, grow their wealth, and create financial freedom on their terms.
You Shouldn’t Have to Navigate This Alone
Most financial advice felt generic and one-size-fits-all.
David & Olivia wanted a fee-only finanial planner like Arch Financial Planning to guide them.
Building a Financial Plan
Arch Financial Planning, we simplify the complex so you can focus on what matters most.
Our financial planning process helps high-achievers like David and Olivia:
✅ Minimize Taxes – Keep more of what you earn with proactive tax strategies.
✅ Optimize Investments – Align your portfolio with your goals and risk tolerance.
✅ Create Financial Freedom – Design a plan that makes work optional—on your terms.
From Overwhelmed to Confident
With a clear plan in place, everything changed for David and Olivia.
✅ Peace of Mind – They finally had confidence that their wealth was protected and growing efficiently.
✅ More Control – A proactive strategy meant fewer financial surprises and more opportunities.
✅ True Freedom – They could now see a clear path to making work optional and focusing on what truly mattered—family, travel, and the life they envisioned.
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
David and Olivia took the first step toward financial confidence.
Now, it’s your turn.
👉 Schedule Your Free Consultation Today and start building the future you deserve.
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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.