Image

Looking to put your family on the path toward financial success?

Check out our free guide that highlights the 12 things that you could be doing to ensure you and your family are on solid ground.

Here To Help You Answer Life's Big Questions

FivePoints Financial Planning is a fee-only financial planning firm based in Peachtree City, GA that provides financial planning and investment management services to families with young children in the Greater Atlanta area.

From planning for your short-term goals to planning for retirement, we’re here to provide ongoing support every step of the way.

FivePoints Financial Planning is a fee-only financial advisory firm based in Peachtree City, GA that provides financial planning and investment management services to young families in the Greater Atlanta area.

From planning for your short-term goals to planning for retirement, we’re here to provide ongoing support every step of the way.

What is Financial Planning? 

Financial planning involves:

  • Goals Visualization
  • Coordinated Investment Advice
  • Skillful Tax Planning
  • Worry-Free Retirement Planning
  • Risk Management (Are you over/under insured?)
  • Lifestyle Spending Review
  • Proactive Estate Planning
  • Open-Door Policy

What is it like to work with us?

There are no:

Commissions

Account Minimums

Confusing Financial Jargon

Product Sales


Just honest financial advice that serves your best interests.

 

Working Together to Provide a Foundation for All Your Financial Decisions

Life with young children can be busy and complicated. Planning for your financial future shouldn't be, which is why our process is designed specifically with you in mind to help simplify your lives and alleviate your financial worries. We offer day and evening appointments, both in-person and virtual, to help you begin the journey toward a more secure and confident future.

WE SERVE:

Image

NEW PARENTS

As a new parent, you’re balancing a lot of financial responsibilities and just about all of them feel urgent. Let us get to know your personal goals, review your current financial situation, and tell you exactly how to get from where you are now to where you want to be.

Image

COLLEGE BOUND FAMILIES

As your child is nearing the end of high school, it's not uncommon to feel overwhelmed with the thought of: How are we going to pay for their college education? At FivePoints, we help families put a plan in place to balance education costs with other financial goals.

Image

DELTA EMPLOYEES

Looking for a financial planning firm who knows the ins and outs of your Delta Air Lines benefits? Well, you've come to the right place! With extensive knowledge about the goals of airline employees, our team is well-equipped to help you live your ideal financial life. 

Image

NEW PARENTS

As a new parent, you’re balancing a lot of financial responsibilities and just about all of them feel urgent. Let us get to know your personal goals, review your current financial situation, and tell you exactly how to get from where you are now to where you want to be.

Image

COLLEGE BOUND FAMILIES

As your child is nearing the end of high school, it's not uncommon to feel overwhelmed with the thought of: How are we going to pay for their college education? At FivePoints, we help families put a plan in place to balance education costs with other financial goals.

Image

DELTA EMPLOYEES

Looking for a financial planning firm who knows the ins and outs of your Delta Air Lines benefits? Well, you've come to the right place! With extensive knowledge about the goals of airline employees, our team is well-equipped to help you live your ideal financial life. 

Image

Hey, I'm Andrew

I grew up and have lived in the Atlanta area my whole life, moving to Tyrone, GA in 2015 where I now call home. I attended the University of Georgia where I earned my Bachelor of Science, Education degree and Kennesaw State University, where I earned my Master of Business Administration degree. I have built a career in financial planning as it allows me to use my passions for both education and financial planning in everyday life. I have worked in many different facets within the financial services industry, and it is because of these experiences I feel uniquely qualified to deliver advice that is in the best interests of clients.

I proudly served as a fire direction controlman with Mike Battery 3/14, United States Marine Corps, Reserves based out of Chattanooga, TN from 2010-2015, receiving an honorable discharge. I devote my time outside of work to being with my wife and kids, building really tall Lego towers, watching Daniel Tiger on repeat, and trying my best to be optimistic every year about the inevitable heartbreak that is Atlanta & UGA sports.

Professional Designations and Certifications :

  • I am a CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Member of the National Association of Personal Financial Advisors (NAPFA)
  • Member of the XY Planning Network
  • Member of the Alliance of Comprehensive Planners
  • I am a federally licensed Enrolled Agent
  • Image Image Image Image Image

    Here's How We Work With You

    Whether you prefer to meet online or in person, we value your time and are committed to working with you when and where it works for you. Here's what you can expect during our time together.

    Whether you prefer to meet online or in person, we value your time and are committed to working with you when and where it works for you. Here's what you can expect during our time together.


    Ready to get started? 

    CHAT WITH US TODAY

    As Featured In

    Image
    Image
    Image
     

    Whether you’re facing a life change now or simply want to explore your financial options, let’s talk.

    SCHEDULE A COMPLIMENTARY CONSULTATION