Fee-Only Financial Planning and Investment Advice
Welcome to True Square Financial, an independent, fee-only financial planning firm in Atlanta, Georgia. We are a registered investment adviser and fiduciary, which means we are legally obligated to put our our clients’ interests ahead of our own at all times.
At True Square Financial, we know technology has made it easier and cheaper than ever before to manage your own investments. We also know that our financial lives tend to increase in complexity at the same time we are most busy with work, family, and community. We serve individuals and families who want customized advice and support based on their specific needs. If any of these situations apply to you, True Square may be a good fit:
- Your career is unpredictable, risky, or correlated with market performance (e.g., financial services, technology, real estate);
- You are compensated with restricted stock, stock options, profit sharing, or other kinds of “golden handcuffs”;
- You own a business or are thinking about starting one;
- You care about taxes and want to reduce your current and future tax liability;
- You own assets other than plain vanilla stocks, bonds, mutual funds, and ETFs;
- You have goals for yourself or your family that are more nuanced than simply retiring at age 65; or
- You are concerned that you will not be able to afford your children’s education but also will not be able to qualify for financial aid.
We have no asset minimums for client relationships, and we let our clients choose whether or not they want to delegate responsibility for investment management to us. Click here for more information about our services. Our core financial planning and investment management services are offered for a flat monthly fee. Click here for more information about our fees.
Please contact us in Atlanta if you would like to learn more about our fee-only financial planning and investment management services. Our service model is location-independent and we can work with clients anywhere in the United States. Of course, if you are in the Atlanta area, we would love to meet you in person!