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.

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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.

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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:

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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.

A Financial Planning Checklist to Start the New Year

The New Year offers an opportunity to take care of financial housekeeping and making slight adjustments can be necessary given IRS-driven changes. Here is a financial planning checklist to walk through at the beginning of a new year: Update...

Retirement Income Planning

I’ve written about retirement income planning before, and at first glance it should be pretty simple. The idea of figuring out what expenses you’ll have and then lining up your sources of income and funds seems straightforward. In many instances though, it’s not, and...

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NAPFA Registered Financial Advisor
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