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®
I can work virtually, or we can meet in my office. Today's technology makes staying in touch simple.
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
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Lane Mullinax is a NAPFA-Registered Financial AdvisorThe 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.
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Lane Mullinax is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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
Office Locations:
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3 Townsley Dr., Se. 302
Cartersville, GA 30120