fbpx

Thoughtful Guidance by a Financial Advisor to Help You Live the Life You Want

 

At Minerva Planning Group, our mission is to provide fee-only financial planning and investment management to the greater Atlanta community and, virtually, throughout the United States. Our combination of expertise and knowledge as a financial advisor enables us to provide sound financial guidance that helps you achieve your goals.

How We Help

Our mission is to work with you to identify a prudent path to your goals while providing financial planning and investment management solutions to reach those goals. We partner with you every step of the way as you work to achieve your financial goals.
Learn More

Who We Are

We are a Registered Investment Advisory firm and fee-only financial advisor. While we serve the greater Atlanta area from our office in Decatur, Georgia, we actually work with clients all over the United States. As your fiduciary, we are dedicated to putting your interest first—always.

Discover Our Difference

Who We Work With

We help clients focus on what they can control and prepare for what they cannot, including retirement planning, retirement planning, wealth management, and investment management. We have special expertise working with:

Schedule a Complimentary 30-Minute Call to Discuss Your Situation

GET STARTED

BLOG

Our mission is to help you make informed decisions about your money. The ideas for our posts come from client questions as well as common financial situations and issues we have encountered over the years.

The TSP Goes to China – An Emerging Markets Option?

The TSP Goes to China – An Emerging Markets Option?

If you follow your investments closely in the Thrift Savings Plan, you’ve probably read about the controversy surrounding the TSP and China. One of the few issues with the TSP has been the lack of an investment option that includes emerging markets. Those are broadly...

Managing Portfolios – How We’re Thinking About this Downturn

Managing Portfolios – How We’re Thinking About this Downturn

Years ago, before I became a financial advisor, I had a job that required me to fly a lot. I’d routinely log a few hundred thousand air miles a year, and somewhere along the way I developed a fear of flying. I cast about looking for ways to alleviate that fear, and I...

Fee-Only Financial Advisor: Why it Matters

Fee-Only Financial Advisor: Why it Matters

If you are a long-time Clark Howard listener or you’re familiar with NAPFA, you likely understand the advantages of working with a fee-only financial advisor. However, if you’re early in your search for an advisor or aren’t really sure how advisors are compensated and...

ATLANTA
NAPFA Registered Financial Advisor
ST. SIMONS