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Nearly four decades on the same road
Peachtree Planning has helped Southern families and business owners plan since 1987. The firm is still built on the same idea it started with: people helping people.
Our history
Peachtree Planning was founded in Atlanta in 1987. Over nearly four decades the firm has been carried forward by several generations of owners and advisors, each taking on the relationships, and the responsibility, that came with it.
Today we serve clients from four main offices in Atlanta, Brentwood, Birmingham and Greenville, and from branch offices in communities across Georgia, Alabama, Tennessee and South Carolina.
Along the way
- 1987 Founded in Atlanta
- Four States: Georgia, Alabama, Tennessee, South Carolina
- Four Main offices: Atlanta, Brentwood, Birmingham, Greenville
Grounded in timeless principles
Markets, products and rules change. What makes a plan useful does not: understanding before advice, simplicity over complexity, and relationships measured in decades rather than transactions.
A firm of people helping people
Advisors, planning specialists and the teams behind them work together on each client’s plan. For independent auto dealers, that team includes tax specialists and estate-planning attorneys who focus on the dealer’s world.
Our mission
To empower people to create generational impact through thoughtful planning, meaningful relationships and service.
In our communities
Our people support local charitable and civic organizations and volunteer their time in financial education.
We also host client education webinars, economic updates and community evenings, so clients and neighbors can learn and ask their questions in person.
Come and meet us
Visit one of our four main offices or call us toll-free. We would be glad to hear your story.