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About Us

Dustin Dawes, CEO and James Gnefkow, President

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

The Peachtree Planning site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note at info@peachtreeplanning.com regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.


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, with a strategy of helping clients with a time tested 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.

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