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

I can work virtually, or we can meet in my office. Today's technology makes staying in touch simple.

Lane Mullinax is a Cartersville, GA fee-only financial planner. NPV Advisory Services, 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, Lane Mullinax is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Education
Executive Juris Doctorate (2014)

  • Concord Law School, Kaplan University

MBA, Finance Specialization (2008)

  • Walden University

Bachelor of Business Administration (2005)

  • 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

Lane Mullinax 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

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 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.

  • 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

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 3 Townsley Dr., Se. 302
    Cartersville, GA 30120

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser