Journey Beyond Wealth
Journey Beyond Wealth
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chris McCall
Fee-Only financial planner located in Kennesaw, GA, serving clients locally and across the country
Chris McCall is a Kennesaw, GA fee-only financial advisor serving clients locally and across the country. Journey Beyond Wealth provides comprehensive financial planning and investment management to help families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chris McCall is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Chris McCall is a fee-only financial advisor at Journey Beyond Wealth located in Kennesaw, GA.
I can vividly recall being about 10 years old with CNBC running in the background of our home. My mom would have it on as she did household chores, and I would find myself attentively watching as billion dollar deals would be announced and stock prices moved this way and that way. The concept of profiting from doing careful research and making smart decisions (or getting lucky) was fascinating to me. This passion led me to major in finance at UVA where I was admitted into a class taught by John Griffin (a top hedge fund manager) and pitched an investment idea to his mentor and hedge fund legend, Julian Robertson.
As a life-long learner with great curiosity, I’ve seen a lot over the years and always try to become wiser with each passing year. I’ve been fortunate to learn from and work with some great people during my career. I’ve also learned what works and what doesn’t. My collective experience led me to join Andy to build a firm that is mission-driven…not profit-driven. A prior mentor of mine would say, “Always do what’s right, and everything else will work itself out.” That stuck with me and it still guides me today.
I’m living an intentional and fulfilling life, and I love how we can help others do the same. I’m truly grateful for my family and the client families I serve through JBW. I’m blessed beyond measure.
Chris McCall 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.
JOURNEY BEYOND WEALTH
GET ORGANIZED | GAIN CLARITY | LIVE INTENTIONALLY
At JBW, we help you gain clarity in your financial world and empower you to LIVE YOUR BEST LIFE.
We help families by going beyond the scope of a typical advisor. We guide families through a myriad of financial decisions in a simple, stress-free way so you can set and accomplish goals that are aligned with what matters most to you. We understand you need advice focused on your values and goals, which is why we collaborate with you to create a customized plan that empowers you to intentionally live your best life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Chris McCall is a NAPFA-Registered Financial Advisor
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.
Chris McCall is a Member of the XY Planning Network
The 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.
Chris McCall is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Chris McCall is a Certified Investment Management Analyst® (CIMA®)
The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
Chris McCall Has Received Training at the The Kinder Institute of Life Planning
The Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
Contact Chris McCall
125 TownPark Drive NW
Kennesaw, GA 30144