James A. Daniel| CFP®, CFA, CMT, EA
The Advisory Firm, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Tax Planning and Preparation
- Wealth Managment
Alpharetta, GA 30004
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
James A. Daniel, CFP, CFA, CMT, EA is a Alpharetta, GA Fee Only Financial Planner serving the greater Atlanta area. The Advisory Firm, LLC specializes in comprehensive financial planning, Retirement and Investment strategies to grow and protect assets along with tax planning and preparation. James Daniel is a NAPFA-Registered Financial Advisor, CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Analyst™, Chartered Market Technician and Enrolled Agent.
"Why can’t you get objective professional financial advice without being sold a product?"
It was that very question that in early 2006 led me to create THE ADVISORY FIRM, a fee-only financial planning, investment management and tax practice located in Alpharetta, Georgia.
As a former electrical engineer that entered the financial services field as a professional stock trader and then transitioned to a full service broker/dealer, I have experienced what it is like from both the consumer perspective and on the product sales side.
That is why when I created this practice it was built with a couple of key fundamental concepts and philosophies:
- A Completely fee-only fiduciary practice with no product sales.
- Personalized financial strategy built just for you that encompasses your complete financial life: planning, investments and tax.
- Consultative approach to develop custom strategies for each client.
- Fee Structure that allows clients to choose a planning relationship, investment relationship or complete wealth management.
Retirement is the largest financial decision you will ever make. Doesn't it make sense to have a plan for it?
HOW CAN A fee-only CERTIFIED FINANCIAL PLANNER™ HELP YOU?
As a NAPFA fee-only financial planner we start with your goals in life. What is it that you would like to accomplish? Is it a comfortable retirement, getting your kids through college, or perhaps just just the peace of mind of knowing you have a plan to reach your financial goals?
Financial Planning is more than investing, its about identifying what you want in life, and then building the the financial architecture and investment strategies to make it all happen. We do this in a personalized approach, with no product selling.
Whether in your prime career, nearing your retirement goal or already in retirement, we are happy to discuss how a comprehensive planning, investment and tax relationship can benefit you.