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.

• 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.

• As a CERTIFIED FINANCIAL PLANNER™, I am committed to the highest standards of excellence and professionalism in the industry.  

• 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.

• Cecil’s wife is the founder of Financial Planner Recruiting, LLC, a premier financial advisor recruiter.