Our Firm

Peachtree Planning specializes in providing financial knowledge and strategies to individuals and business owners. We develop, implement and utilize financial strategies to help maximize our clients’ time and money. Peachtree Planning is a leading provider of comprehensive wealth planning and client management strategies. The firm has served the Southeast since its inception in 1987, when Bob Mathis, Chairman and CEO, started the firm with a strategy of helping clients with a proven financial planning process rather than just selling financial products. Today, Peachtree Planning is recognized as one of the premier organizations in the country focusing on providing winning financial strategies for its individual and business clients.

The experienced financial professionals at Peachtree Planning have an understanding of tax laws, and an in-depth knowledge of financial services, employee benefit plans, insurance, investments*, and other tools needed to build an effective financial foundation for you and/or your business.

Peachtree Planning can help you implement and manage the various financial components to turn your vision into reality.

Our Principals:

Robert E. Mathis, CLU®
Chairman and CEO

John E. Hill, JD, LLM
President, Peachtree Planning Corporation

Alfred P. Robertson, CLU®, ChFC®
Executive Vice President, Peachtree Planning Corporation

D. Bradley Stonecipher
Executive Vice President, Peachtree Planning Corporation

Darrell L. “Corky” Dawes, CLU®, ChFC®
President, Peachtree Planning of Tennessee, LLC

Andrew J. Meehan, CLU®, ChFC®
President, Southeastern Financial Group, LLC

 

Our Firm

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