About Arch Financial Planning

Arch Financial Planning is a fee-only fiduciary wealth management firm. 

At Arch Financial Planning, we specialize in providing fee-only financial planning and wealth management tailored to the needs of high-income professionals and retirees. Our clients are households earning at least $400,000 annually or those with $1,000,000 or more in investable assets. We are dedicated to helping you build, grow, and protect your wealth through a tech-forward approach and personalized financial strategies.

A Fiduciary Partner Committed to Your Success

As a fee-only firm, we are committed to providing objective advice. We do not sell products or receive commissions—our only incentive is to serve your best interests. Our partnership with Charles Schwab Institutional ensures your assets are safeguarded while allowing us to provide independent, unbiased financial guidance. Unlike some advisors, we do not take custody of client assets, ensuring an added layer of security and transparency.

Comprehensive Financial Planning & Wealth Management

We take a holistic approach to financial planning, integrating every aspect of your financial life into a well-crafted strategy. Our services include:

  • Tax Planning: Proactive tax strategies to optimize savings and reduce tax liabilities.
  • Investment Management: Evidence-based portfolio management designed to align with your long-term goals.
  • Insurance Review: Ensuring you and your family have the right coverage without unnecessary costs.
  • Estate Planning: Structuring your wealth for efficient transfer and legacy preservation.
  • College Funding & Student Loan Strategies: Helping families save for education while managing debt effectively.
  • Retirement Planning: Creating a roadmap for financial independence and a secure retirement.
  • Stock Compensation Review: Optimizing stock options, RSUs, and equity compensation for maximum benefit.

Our Process: A No-Obligation Financial Assessment

Choosing the right financial advisor is an important decision. That’s why we offer a free financial assessment to qualified families. This initial meeting allows us to understand your financial situation, discuss your goals, and determine how we can best support you. It’s an opportunity to experience our expertise firsthand before making a commitment.

If you’re looking for a modern, tech-forward financial planning firm that prioritizes your success, we invite you to schedule a consultation and take the first step toward achieving financial clarity and confidence.

Let’s Plan Your Financial Future Together

Discover how Arch Financial Planning can help you make the most of your wealth. Schedule your free financial assessment today.

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 who serve anybody with a portfolio or want to sell you expensive insurance products to earn a commission. We set out to be different and put your interests first.

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.

Meet The Founder

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 optimize their investments, reduce taxes, make work optional, 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. 

We’re a registered investment advisor serving clients nationwide.

Personal Life & Family

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

Mission And Purpose

The Arch Financial Planning mission is to empower our clients to make confident financial decisions, so they can enjoy their lives beyond their careers with clarity, security, and peace of mind.

Ready to Learn More?

We’re Here to Help.

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.