Cecil Staton, CFP® CSLP®

  • I started Arch Financial Planning to make a difference in people’s lives. Most firms focus on investments or making a sale without understanding their client’s ‘why’. I set out to change that.
  • We help our clients pay down student loans, reduce taxes, invest smarter, and retire confidently on their terms.
  • After earning my bachelor’s degree in Financial Planning from the University of Georgia, I worked for several firms in Atlanta, GA. I now call Athens, GA home.

The Details

Education & Credentials

BS in Financial Planning from The University of Georgia.

CFP® & CSLP® Professional

Personal Life

When not perfecting financial plans, you’ll find me visiting our favorite local brewery, sipping coffee with my wife and F1B golden doodle, and visiting family in Hilton Head, South Carolina.

Mission And Purpose

The mission of Arch Financial Planning is to help dentists & physicians maximize their lives beyond their clinical work.

Our Philosophy 

We believe personal finance is often more personal than finance. We want to make you and your goals the focus of everything we do.

Our Focus

Most advisors are generalists that serve anybody with a portfolio. We focus on white coats with student loans and tax-efficient distribution plans for retirees. 

Arch Financial Planning

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Charles Schwab

You can have peace of mind that your investments are held at an established financial institution.

We partnered with one of the largest financial institutions to provide clearing, custody, and brokerage services.

We value the unparalleled support Charles Schwab gives us to provide an excellent experience for you.

Ready to Learn More?

We're Here to Help.

Mailing Address

196 Alps Rd
STE 2-141
Athens, GA 30606