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Tuesday, July 30, 2019

Peachtree Planning took top prizes at Business Alabama Magazine’s 2019 Best Companies to Work for in Alabama awards ceremony July 29, 2019 at The Woolworth social club in Birmingham. Peachtree Planning was a first-time winner in...

 

Tuesday, July 23, 2019

Peachtree Planning was fortunate this summer to host students from UGA and TCU for our unique Intern Program. Our interns received the full Peachtree Planning experience with real life planning experiences. They now understand what it...

 

Thursday, July 18, 2019

We are lucky and thankful to have Sarah on our team. Read The Article Here

 

Thursday, June 20, 2019

According to the June 20th edition of the Tennessean Top Workplaces Special Section, Peachtree Planning is ranked as a Top Workplaces in the Small Company Category. Read the article here

 

Friday, May 31, 2019

Peachtree Planning proudly sponsors NYO (Northside Youth Organization) Sports.

 

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Friday, May 31, 2019

Peachtree Planning is proud to be recognized in the May 31st Edition of the Atlanta Business Chronicle on The List - Atlanta's Top 10 Life Insurance Agencies. https://www.bizjournals.com/atlanta/digital-edition?issue_id=12052&loc=pcmod

 

Friday, May 17, 2019

Peachtree Planning has once again been ranked as one of the Largest Financial Planners in the May 17th Issue of the Birmingham Business Journal. Here is a link to the list. This List ranks Birmingham-area financial planning firms by...

 

Friday, May 17, 2019

Peachtree Planning has once again been ranked as one of the Largest Investment Brokers in the May 17th Issue of the Birmingham Business Journal. Here is a link to the list. This List ranks Birmingham-area investment broker firms by...

 

Tuesday, May 14, 2019

IT TAKES A TEAM! We are so proud to be recognized as a Best Places To Work in 2019 by the Birmingham Business Journal at a special awards ceremony on May 9th! We are honored to be recognized for our strong commitment to creating a...

 

Tuesday, May 14, 2019

Peachtree Planning Financial Representatives John D. Richardson, RICP®, LACP® and Jeb Bell recently attended the 2019 NAIFA Congressional Conference in Washington D.C. last week on May 14-15, 2019. Jeb and John were two of 14...

 

Wednesday, May 8, 2019

Peachtree Planning has once again been ranked as one of the Largest Financial Planning & Investment Advisory Firms by Business Alabama in their May 2019 Issue.

 

Wednesday, May 8, 2019

Congratulations to Clay McDowell - Named one of Birmingham's 2019 Rising Stars of Money by the Birmingham Business Journal These are individuals whose companies or clients have identified them as key people to watch in...

 

Thursday, April 18, 2019

“The trend is your friend except at the end where it bends.” The venerable stock and futures trader Jack Schwager penned that in a 1996 book not so uniquely titled Technical Analysis. I don’t know that he was the...

 

Tuesday, April 16, 2019

Click Here for the Full Quarterly Economic Update: First Quarter 2019 Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road. Atlanta, GA 30342. 404-260-1600. Securities products...

 

Saturday, March 23, 2019

Thank you to our Peachtree Planning team who supported and participated in 2019s Pound the Pavement for Peter! The event raised over $170k this year with 800 participants. Pound the Pavement for Peter is a Family 5K Fun Run that was...

 

Wednesday, March 6, 2019

According to the Sunday, March 3rd edition of the Atlanta Journal and Constitution Top Workplaces Special Section, Peachtree Planning ranked 10th in the Small Business Category. There were more than 4,300 companies nominated or asked...

 

Thursday, December 20, 2018

Peachtree Planning is pleased to announce James Gnefkow, JD, LLM, MBA was selected as an specialist panel presenter and publication at FOCUS Atlanta 2018 on December 18th at Woodruff Arts Center on Tax Overhaul and It's Effect On Your...

 

Wednesday, December 12, 2018

Congratulations to our James Gnefkow, JD, LLM, MBA! He was selected as an expert panel presenter at FOCUS Atlanta 2018 on December 18th at Woodruff Arts Center on Tax Overhaul and It's Effect On Your Business. He will also be featured...

 

Monday, December 3, 2018

When it comes to investments and returns, many times, it's not what you make, but what you keep. Should you have any questions or would like some assistance in weighing your options, we're here to help. Year End Tax Moves for 2018

 

Tuesday, October 9, 2018

Peachtree Planning has once again been ranked as one of the Largest Financial Planning Firms in Nashville in their October 5th, 2018 Issue. Here is a link to the list. This List ranks Nashville-area financial planning firms by total...

 

Tuesday, October 9, 2018

Clay McDowell was selected by the Autism Society to be featured in About Town’s Trailblazers October 2018 issue! He has been recognized as an amazing young professional making a difference in the community! About Town is THE...

 

Tuesday, May 1, 2018

Peachtree Planning has been ranked as one of the Largest Financial Planning & Investment Advisory Firms by Business Alabama in their May 2018 Issue.

 

Monday, March 5, 2018

AJC Top Workplace According to the Sunday, March 4th edition of the Atlanta Journal and Constitution Top Workplaces Special Section, Peachtree Planning ranked 8th in the Small Business Category. There were more than 2,300 companies...

 

Thursday, February 8, 2018

Congratulations to our 2017 Award Winners – honored at our annual Awards and Appreciation Luncheon – February 2, 2018 at Ansley Golf Club! Like a circle, the pursuit of excellence has no end. We salute our 2017 Award...

 

Wednesday, February 7, 2018

Congratulations to Clay McDowell named a Top Advisor Under 40 by NAIFA-National Association of Insurance and Financial Advisors Birmingham at their luncheon yesterday! Inky Johnson was a guest speaker at the Awards Event. Look for a...

 

Friday, October 13, 2017

Peachtree Planning is proud to once again be recognized on The List of Top Financial Planners in 2017 by the Nashville Business Chronicle! https://www.bizjournals...

 

Tuesday, September 26, 2017

Peachtree Planning Named A Top Financial Planning and Advisory Firm in 2017 by the Atlanta Business Chronicle! Peachtree Planning is proud to once again be recognized as a Top Financial Planning and Advisory Firm in 2017 by the Atlanta...

 

Friday, September 22, 2017

Peachtree Planning Named One of Atlanta’s Best Places to Work in 2017 by the Atlanta Business Chronicle! Ranked by overall survey scores, Peachtree is thrilled to once again be named one of Atlanta’s Best Places to Work in...

 

Tuesday, July 18, 2017

The Results Are In – Peachtree Recognized as a Daily Report’s Best Wealth Management / Financial Advising Firm in 2017! Proud to share Peachtree Planning has been recognized again by the attorneys of Metro Atlanta as one of...

 

Wednesday, June 28, 2017

Sarah Dozier, Vice President – Recognized by NAIFA Atlanta as a 2017 Top Female Advisor! We are lucky and thankful to have Sarah on our team. http://www.naifa-atlanta.org/documents/2017-ABC-NAIFA-Atlanta-Top-Female-Advisors.pdf

 

Monday, June 26, 2017

Peachtree Planning Awarded Nashville’s Top Small Workplace and Special Award for Ethics by the Tennessean!Tennessean Awards Peachtree Planning Nashville’s Top Small Workplace and Special Award for Ethics! http://www...

 

Thursday, June 22, 2017

Congratulations to Andy Meehan – Named Who’s Who in Birmingham Banking and Finance for 2017 in the June 21st Birmingham Business Journal! Read the full Article here.

 

Wednesday, May 24, 2017

Peachtree Planning is proud to be recognized on the List of Top Investment Brokers by the Birmingham Business Journal for 2017! Read The Article here

 

Friday, May 19, 2017

Proud to be recognized as a Best Place to Work by the Birmingham Business Journal and attend a special recognition luncheon for winners on May 11, 2017! Read The Article Here

 

Friday, May 19, 2017

Peachtree Planning is Proud to be Recognized as a Best Places to Work in 2017 by the Nashville Business Journal! Read The Article Here

 

Monday, March 27, 2017

Congratulations, once again, to Peachtree Planning on being recognized by the Atlanta Journal-Constitution as a Top Workplace in 2017! Click the link below to see the full list of all of the small workplace winners! The full list...