Fee-Only Financial Planning and Investment Advice

Welcome to True Square Financial, an independent, fee-only financial advisor firm based in Atlanta, Georgia.

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 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 college 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.

Please contact us if you would like to learn more about our Atlanta fee-only financial advisor services.

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