Lane Mullinax

JD, CFP®, MBA, CRPS®

NPV Advisory Services, LLC

Principal

Lane Mullinax

JD, CFP®, MBA, CRPS®

NPV Advisory Services, LLC

Principal

As a fee-only financial planner, unbiased advice in the areas of tax, business planning, estate planning, investment planning, retirement plans and working with clients to make informed decisions is what I offer. - Lane Mullinax, JD, CFP®, MBA, CRPS®

(770) 617-1036

Be sure to note the new office address!

Lane Mullinax is a Cartersville, GA fee-only financial planner. NPV Advisory Services, LLC provides comprehensive financial planning, management consulting, business planning, tax advice & compliance, and general business advisory to help business owners and corporate executives organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Lane Mullinax is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Lane Mullinax is a Principal at NPV Advisory Services located in Cartersville, GA.


Education

  • Executive Juris Doctorate,  Concord Law School, Purdue University, Global
  • MBA, Finance Specialization, Walden UniversityBachelor of Business Administration (2005)
  • BBA, Mercer University, Stetson School of Business & Economics

 

Professional Designations

  • CFP® - Certified Financial Planner, CFP Board, Washington DC
  • CRPS - Chartered Retirement Plans Specialist, College for Financial Planning, Denver CO

 

Associations and Memberships

  • NAPFA
  • National Society of Accountants

Lane Mullinax 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.

Whether providing advice regarding  tax, investments & wealth management, business structure & strategy, or retirement plan design ...

NPV Advisory works as a fiduciary. No commissions are ever accepted. You pay only for our holistic, experience-based advice...

Expertise in Hersey-Blanchard Situational Leadership model, Whole Message model, and other tools and techniques of behavioral leadership, behavioral change and corporate climate & communications management...

Finally, the inter-disciplinary knowledge and experience we bring, in Finance, Business Analytics, Tax Law, Estate Law, Corporate Law, and Operations  brings solutions that are unique to every client, and maximizes resources, human and otherwise.

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

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Lane Mullinax 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.

  • Chartered Retirement Plans Specialist (CRPS)

    Lane Mullinax is a Chartered Retirement Plans Specialist® (CRPS®)

    Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

    All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

    Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

  • Certified Financial Planner (CFP)
    Lane Mullinax 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.

Contact Lane Mullinax

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Office Locations:

  • 1202 N. Tennessee St.
    Suite 303
    Cartersville, GA 30120

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