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 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.

529 Plans: What You Should Know About Saving For College

At some point, most new parents or grandparents begin thinking about how to pay for college. Since educational costs have risen at a rate well in excess of inflation over the last two decades, covering the cost of college is no mean feat. Fortunately, 529 plans offer...

The Ups and Downs of Investing in Emerging Markets

One of my favorite charts on investing is the Callan table of investment returns. The chart depicts the return of various asset classes1 from year-to-year, and just a glance at it shows how volatile relative returns can be. An asset class that leads the pack for...

Long-Term Care Insurance: How to Determine If It Is Right for You

A question clients often ask as they approach retirement is whether or not they need long-term care insurance. The basic concept is pretty straightforward - if, at some point in the future, you need long-term care, you should be able to purchase insurance to partially...

ATLANTA
NAPFA Registered Financial Advisor
ST. SIMONS