James Daniel

CFP®, CFA, CMT, EA

The Advisory Firm, LLC

Financial Planner

James Daniel

CFP®, CFA, CMT, EA

The Advisory Firm, LLC

Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve a comfortable retirement. - James Daniel, CFP®, CFA, CMT, EA

The Advisory Firm, LLC is your Alpharetta GA Retirement Strategist, focusing on Fee Only Financial Planning, Investment Management and Tax Optimization/Preparation.

James Daniel is a Alpharetta, GA fee-only financial planner. The Advisory Firm, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, James Daniel is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

"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?

James Daniel is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning/Preparation

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations
  • Mid-Career Wealth Builders

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact James Daniel

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Office Locations:

  • 12600 Deerfield Parkway
    Suite 100
    Alpharetta, GA 30004

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