John Stoj
MBA
Verbatim Financial
Founder & IAR
John Stoj
MBA
Verbatim Financial
Founder & IAR
Fee-Only is only the first step. As a flat-fee financial planner, you can be assured that I act only in your best interest. - John Stoj, MBA
Flat-Fee, Fee-Only financial planner located in Sandy Springs, GA, serving clients locally and across the country

John Stoj is a Sandy Springs, GA fee-only financial planner. Verbatim Financial provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a flat-fee, fee-only, fiduciary, and independent financial advisor, John Stoj is never paid a commission of any kind, has a legal obligation to provide unbiased and trustworthy financial advice, and his fee doesn't increase simply because the market went up or your savings increased.
John Stoj is the Founder and Investment Advisor Representative at Verbatim Financial located in Atlanta, GA.
After years on Wall Street, I became disillusioned with the false promises of outperforming the market. After the financial crisis of 2008/9, I started Rold Rite, a fresh sushi delivery company, selling it after the birth of our son. After several years as a stay at home dad, I returned to finance. But this time, things are different. With Verbatim Financial, I've gone rogue with my pricing model - removing conflicts of interest from the equasion. I apply my decades of experience & personal touch to help clients simplify their financial lives.
I founded Verbatim because, too often, our industry doesn’t do things the right way, and I can not work like that. Verbatim dismisses the traditional financial advisory fee structure. We charge clients a flat fee that is clear & fair. We remove conflicts of interest. We work only in our clients' best interest.
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
Ideal Clients
- Gen X
- Business Owners and Executives
- Retirees and Near Retirees
- Growing Families
Working Together
- Clearly Defined Fees
- Virtual Meetings
- In-Office Meetings
- No Product Sales
Professional Designations & Affiliations
-
John Stoj is a Member of the Alliance of Comprehensive Planners (ACP)
Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
-
John Stoj is a Guest on Beyond the Stethoscope Podcast: "Personal Finance with John Stoj"
-
John Stoj is a Guest on The Entrepreneur Way Podcast
-
YOUR PERSONAL CFO ENTREPRENEUR PODCAST: "Starting Up An Investment Firm with John Stoj!"
-
John Stoj is a Guest on Eggs The Podcast
-
John Stoj is a Guest on Investing in the US Podcast ;"From Sushi Kitchen to Disrupting the Financial Advisory Industry w/ John Stoj"
-
John Stoj is Featured on The Entrepreneur Accelerator Podcast
-
John Stoj is Special Guest Expert on Dream Business Radio
-
John Stoj is Featured on CREDITSUITE: "How to Make Smart Financial Decisions to Survive the Unexpected"
-
John Stoj is Featured on The Minding Your Business Podcast
-
John Stoj is a Contributor at Sales Pop Podcast
-
John Stoj is a Guest on Business Infrastructure: "Re-engineering In-Person Operations with John Stoj"
-
John Stoj is a Guest on Best Real Estate Investing Advice Ever Show
-
John Stoj Discusses "How to Convert In-Person Operations to Remote Operations for Service-Based Businesses" on Equilibria
-
John Stoj is a Guest on the Exactly How Show: "Financial Risk Management (When Investing In Real Estate)"
-
John Stoj is a Guest on School for Startups Radio: "FLAT FEES & SUSHI JOHN STOJ AND BUDGETED LAWYER JOHNNY K. MERRITT"
Contact John Stoj
Office Locations:
-
4565 Mystic Dr
Atlanta, GA 30342-2516