Brian  Preston

Brian Preston

| CFP®, CPA, PFS

Preston & Cleveland Wealth Management, LLC

Fee Only Financial Planner Located in Franklin, TN and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

725 Cool Springs Blvd.
Franklin, TN 37067

1250 Keys Ferry Court
McDonough, GA 30253

Brian Preston is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Brian’s background in public accounting and recognition in the financial industry provide a unique combination of analytical skill with a down to earth communication style. In 1996, he graduated from the University of Georgia with a B.B.A. in Accounting. Much of Brian’s analytical skill comes from his education and the designations he has earned as an accountant and wealth manager.

Brian’s financial career began with a large regional CPA firm in Marietta, GA where he helped develop and implement a financial services division. This led to Brian’s next career endeavor with one of the largest fee-only financial planning and investment advisory firms in the Southeast. During his time at this firm, Brian co-managed over $67 million and provided comprehensive planning to CEOs of major corporations, professional athletes, and clients with net investable assets over $1,000,000.

Brian founded Preston Financial in 2002, and in 2003 the firm was recognized as a leader in the fee-only marketplace, making the Atlanta Business Chronicle’s Book of Lists.

Brian has also been recognized in the financial press.  In 2005, Brian was featured on the cover of Henry Magazine as one of the up and coming business leaders in Henry County. Brian has written financial columns for the Daily Herald and Henry Magazine, and his advice has been featured in Newsweek, Kiplinger’s Personal Finance Magazine, Bankrate.com and Medical Economics.  Brian is also the host for The Money-Guy Show, an Internet Podcast and Blog that has been featured in Bank Technology News, The Journal for Financial Planning, NAPFA Advisor Magazine, Registered Rep Magazine, and has maintained a spot on iTunes™ top 25 list of Investing Podcasts. Brian has also been profiled by Clark Howard on WSB-TV and a featured commentator on the Fox Business Network providing insight into the world of investing and money management.

Being the son of an educator, Brian understands the power of education, and he has always enjoyed teaching and helping others. Brian has such a commitment to education that he serves the citizens of District II as an elected member of the Henry County Board of Education, one of the largest and fastest growing school systems in the state of Georgia.

Outside of the office Brian enjoys time with his wife, two daughters, and their pug Winston.  Brian and his family also enjoy going to University of Georgia football games, traveling, and the occasional round of golf.

Professional Designations

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Personal Financial Specialist (PFS)

Education

  • B.B.A. – Accounting, 1996
    The University of Georgia
  • CFP® Professional Education Program, 1999
    The College for Financial Planning
  • The Coverdell Leadership Institute, 2002
  • The Georgia Soceity of CPAs Leadership Academy, 2005
  • Leadership Henry, 2008

Memberships

  • American Institute of CPAs (AICPA) Personal Financial Planning Division
  • Georgia Soceity of CPAs
  • National Association of Personal Financial Advisors (NAPFA)


Brian Preston is a Fee Only Financial planner in McDonough, GA. Brian Preston is a NAPFA-Registered Financial Advisor.