Cecil Staton
CFP®, CSLP®
Arch Financial Planning, LLC
President & Wealth Advisor
Cecil Staton
CFP®, CSLP®
Arch Financial Planning, LLC
President & Wealth Advisor
I’m the founder of Arch Financial Planning, LLC, a fee-only firm that guides high-earning white coats with student loans and families within 10-years of retirement to financial success. - Cecil Staton, CFP®, CSLP®
Fee-Only financial planner located in Athens, GA, serving clients locally and across the country
Cecil Staton is an Athens, GA, fee-only financial planner. Arch Financial Planning, LLC provides comprehensive and objective financial planning to help early-career dentists & physicians with student loans, and near-retirees grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Cecil Staton is never paid any commission. He has a legal obligation to provide unbiased and trustworthy financial advice. Cecil is featured in many guides to financial advisors for dentists & physicians, such as Wealthender's guide to financial advisors for dentists.
I'm 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. 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.
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.
Cecil Staton is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Arch Financial Planning, LLC is a fee-only firm that guides high-earning white coats with student loans and families within 10-years of retirement to financial success.
The financial profession is notorious for not listening to our clients, selling unnecessary products, and talking down to people about investing. I set out to change that.
Arch Financial Planning strives to help you end the confusion around student loans, reduce taxes, and retire confidently.
We believe personal finance is often more personal than finance. We want to make you and your goals the focus of everything we do.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Student Loans
- Public Service Loan Forgiveness (PSLF)
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Doctors
- Dentists
- High Earners with Student Loans
- Growing Families
- Retirees and Near Retirees
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Cecil Staton is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Cecil Staton is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Cecil Staton is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Cecil Staton is a Certified Student Loan Professional (CSLP®)Financial Advisors having earned the Certified Student Loan Professional designation (CSLP®) understand the complexities of the student loan repayment options and have the advanced knowledge required provide to high quality student loan repayment planning advice within the scope of a holistic financial plan.
Contact Cecil Staton
Office Locations:
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196 Alps Rd
Suite 2-141
Athens, GA 30606 -
6316 Peake Rd
Macon, GA 31210
