CFP®, CFA, CMT, EA
The Advisory Firm, LLC
The Advisory Firm, LLC is your Alpharetta GA Retirement Strategist, focusing on Fee Only Financial Planning, Investment Management and Tax Optimization/Preparation.
"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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning/Preparation
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Mid-Career Wealth Builders
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
James Daniel is a NAPFA-Registered Financial Advisor
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.
James Daniel 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.
James Daniel is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact James Daniel
12600 Deerfield Parkway
Alpharetta, GA 30004