Financial Staples is a comprehensive, fee-only financial planning firm located in Atlanta, GA and serving clients nationwide. Our vision is to make financial education and guidance accessible to the busy young professional. We’re dedicated to helping clients align their finances with their values and purpose so they can live their greatest lives.
Understanding your background, personal story, and money history is important to us. Our approach is based on listening and guidance so you can reach your full potential.
Our clients are tech professionals in their 30s and 40s who want to make the most of their high incomes and maximize their wealth building potential. Many receive equity compensation in addition to a cash salary and bonus. As their lives become more complex, they value the expertise of an advisor so they can spend their time and energy on things that matter most to them. Read our Success Stories to see how we can help.