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Peachtree Planning is proud to once again be recognized as a 2023 Best Places to Work ~ Thank you to our amazing team and the Birmingham Business Journal for this recognition! We are honored, once again, to be...
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New Hire Announcement - Dara Davis, Director of Investments joins Peachtree Planning in GeorgiaPeachtree Planning is pleased to announce that Dara Davis has joined the firm as Georgia’s Director of Investments. Dara is...
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Congratulations to Peachtree Planning's Payal Agarwal, Dara Davis, Sarah Dozier, and Ande Frazier on being named 2023 Top Women Advisors by NAIFA-Atlanta.
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Thank you, once again, to our Peachtree Planning team who supported and participated in the 2023 Pound the Pavement for Peter!The 5K Family Fun Run was started in 2009 by "Peter's Pals" in honor of Peter Hopkins, who suffered...
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Congratulations to Peachtree Planning's 2022 Award Winners – honored at our annual Awards and Appreciation Luncheon – January 27, 2023 at Ansley Golf Club!
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Congratulations to Peachtree Planning's Keays Bass and Brad Stonecipher on being a 2023 NAIFA Who's Who of Atlanta, as seen in the Atlanta Business Chronicle's Book of Lists! #peachtreeplanning,...
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Cash balance planYou’ve worked hard to make your business successful. But if your retirement planning has taken a back seat to your business over the years, you may feel it’s time for a change. Even if you have done some...
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What are your retirement goals?How do you imagine your retirement? Are you kicking back on the beach? Maybe spending time with your loved ones? Or even starting your own business? No matter your age, or your plans for your life after...
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We are excited to share that our own Corky Dawes is featured in the current issue of Finseca July August September 2022 Magazine.Finseca Focus Magazine: https://www.finseca.org/resource-library/magazine/Click to learn more about...
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Peachtree Planning is proud to be recognized as one of Nashville's top 25 financial planning's in the September 9th Edition of the Nashville Business Journal The List - Financial Planners.This awards is not issued by Guardian...
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Congratulations to our own Dustin Dawes, Associate General Agent, and James Gnefkow, Managing Director & Director of Advanced Planning, for receiving the 2022 Finseca Futures Award.
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Peachtree Planning is proud to be recognized as one of Atlanta's top 25 financial planning and advisory firms in the August 19th Edition of the Atlanta Business Chronicle on The List - Atlanta's Top 25 Financial Planning and...
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Friday, June 24, 2022
Congratulations to Peachtree Planning's Keays Bass on being named a 2022 Top Advisors Under 40 by NAIFA Atlanta.
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Friday, June 24, 2022
Congratulations to Peachtree Planning's Selena Teasley on being named a 2022 Top Advisors Under 40 by NAIFA Atlanta.
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Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year. Goals still the same for 2022? Has...
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Peachtree Planning is proud to be recognized as one of Birmingham's top 25 financial planning's in the May 20th Edition of the Birmingham Business Journal The List - Financial Planners.This awards is not issued by...
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Peachtree Planning enjoyed a great meeting May 18th at NAIFA-Atlanta Spring Meeting 2022, and enjoyed our own, Keays Bass, as a panelist presenter.
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Peachtree Planning recognized as a Best Places To Work in 2022 by the Birmingham Business Journal
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Peachtree Planning recognized in the Atlanta Business Chronicle as 2nd Largest Life Insurance Agency
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Congratulations to Peachtree Planning's Payal Agarwal, Sarah Dozier, Ande Frazier, and Selena Teasley on being named 2022 Top Women Advisors by NAIFA-Atlanta.
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Thirty-five years ago today, a young entrepreneur by the name of Bob Mathis launched Peachtree Planning. Bob had a vision, great work ethic, determination, and knew what Peachtree Planning could be.
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Peachtree Planning has been awarded a Top Workplaces 2022 honor by The Atlanta Journal-Constitution for the 12th time.
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Congratulations to Peachtree Planning's 2021 Award Winners – honored at our annual Awards and Appreciation Luncheon – January 28, 2022 at Ansley Golf Club!
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On November 11, we honor the bravery and sacrifice of those who have served America in the armed forces. It is also a time to appreciate the commitment of our active military personnel and their dedicated families.Let us honor their...
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Congratulations to Peachtree Planning's Dustin Dawes, ChFC®, CExP™ (Platinum Winner) and James Gnefkow JD, LLM, MBA, CExP™ (Platinum Winner) on qualifying for the 2020 Presidential Citation Award for excellence in...
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Monday, October 18, 2021
Quarterly Economic Update: Third Quarter 2021 Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road. Atlanta, GA 30342. 404-260-1600. Securities products and advisory services...
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Peachtree Planning is proud to be recognized as one of Atlanta's top 25 financial planning and advisory firms in the September 10th Edition of the Atlanta Business Chronicle on The List - Atlanta's Top 25 Financial Planning and...
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Peachtree Planning was recognized again this year as a Best Places to Work - Ranked 4th highest Medium Company overall! The Best Places to Work Award highlights successful companies who go above and beyond to keep their workforce happy...
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Friday, August 27, 2021
Spotlight On: James Gnefkow, Executive Vice President, Peachtree Planning August 27th, 2021|Atlanta, Professional Services, Spotlight On Writer: Max Crampton-Thomas 2 min read August 2021 — James Gnefkow, executive vice...
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Peachtree Planning is proud to once again be recognized as a 2021 Best Places to Work ~ Thank you to our amazing team and the Birmingham Business Journal for this recognition! "The past year and half has taught us lessons, and one of...
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Thursday, July 1, 2021
Quarterly Economic Update: Second Quarter 2021 Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road. Atlanta, GA 30342. 404-260-1600. Securities products and advisory services...
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Thursday, May 20, 2021
Congratulations to Peachtree Planning's Keays Bass on being named a 2021 Top Advisors Under 40 by NAIFA Atlanta. The National Association of Insurance and Financial Advisors, NAIFA Atlanta announced on Thursday, May 20th the 2021 Top...
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Peachtree Planning is proud to be recognized as the 2nd largest life insurance agency in the May 7-13, 2021 Edition of the Atlanta Business Chronicle on The List - Atlanta's Largest Life Insurance Agencies.
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In a year filled with challenges, Peachtree Planning has continued to focus on giving back to our community.
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Peachtree Planning is proud to celebrate 34 Years of fulfilling our goal of helping our clients achieve theirs.
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Congratulations to Peachtree Planning's Payal Agarwal, Sarah Dozier and Ande Frazier on being named 2021 Top Women Advisors by NAIFA Atlanta. The National Association of Insurance and Financial Advisors, NAIFA has announced its 2021...
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Thursday, April 1, 2021
Quarterly Economic Update: First Quarter 2021 Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road. Atlanta, GA 30342. 404-260-1600. Securities products and advisory services...
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Friday, March 5, 2021
Congratulations to Billy Haley - University of Tennessee, Knoxville Alumni Volunteer 40 Under 40 award recipient! "To receive the award in the inaugural class with the incredible list of winners is an honor & I am extremely grateful to...
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https://youtu.be/xoeHDLtb93o
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Thursday, January 14, 2021
Congratulations to Corky Dawes, CEO of Peachtree Planning, interviewed and featured in FOCUS ATLANTA 2020!
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Thursday, December 31, 2020
Quarterly Economic Update: Fourth Quarter 2020 Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road. Atlanta, GA 30342. 404-260-1600. Securities products and advisory services...
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Wednesday, December 9, 2020
Businesses need to rely on financial professionals as tax season approaches December 9th, 2020 | By: Felipe Rivas 2 min read December 2020 — The zeitgeist of the new normal created by the COVID-19 pandemic will likely influence...
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Have a Spooky fun and safe Halloween. Our team enjoyed some Halloween fun today too. Dylan Still ~ Zach Murphy ~ Conner Reynolds
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Tuesday, October 20, 2020
Quarterly Economic Update: Second Quarter 2020 Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road. Atlanta, GA 30342. 404-260-1600. Securities products and advisory services...
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Monday, September 21, 2020
Click here for the full Proactive Year-End Tax Planning for 2020 and Beyond Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member...
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It is with great sadness that we share the news that Robert "Bob" E. Mathis, Founder and CEO, Emeritus of Peachtree Planning, passed away Sunday, August 16, 2020, surrounded by his loving family. In 1987, Bob had a vision when...
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Peachtree Planning was recognized again this year as a Best Places to Work! The Best Places to Work Award highlights successful companies who go above and beyond to keep their workforce happy. The Atlanta Business Chronicle announced...
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We are so proud to be recognized as a Best Places To Work in 2020 by the Birmingham Business Journal at a special virtual awards ceremony on July 21st! We are honored to be recognized for our strong commitment to creating a positive...
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Tuesday, June 30, 2020
Quarterly Economic Update: Second Quarter 2020 Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road. Atlanta, GA 30342. 404-260-1600. Securities products and advisory services...
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Peachtree Planning is proud to be recognized as the 2nd largest life insurance agency in the May 22nd Edition of the Atlanta Business Chronicle on The List - Atlanta's Largest Life Insurance Agencies. https://www.bizjournals...
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Thursday, April 16, 2020
Congratulations to Sarah Dozier on being named a 2020 Top Female Advisor by NAIFA Atlanta. We are lucky and thankful to have Sarah on our team.
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Thursday, April 9, 2020
Congratulations to Peachtree Planning's Keays Bass on being named a 2020 Top Advisors Under 40 by NAIFA Atlanta. The National Association of Insurance and Financial Advisors, NAIFA Atlanta announced on Thursday, April 9th the 2020 Top...
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Tuesday, March 31, 2020
Quarterly Economic Update: First Quarter 2020 Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road. Atlanta, GA 30342. 404-260-1600. Securities products and advisory services...
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Friday, February 28, 2020
Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS,...
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Nearly 3,000 companies were nominated or asked to participate in the 2020 Top Workplaces contest by The Atlanta Journal-Constitution and its partner, Energage. Employees across the metro area responded to print and online solicitations...
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Congratulations to Peachtree Planning's Dustin Dawes, ChFC® (Platinum) and James Gnefkow JD, LLM, MBA (Bronze) on qualifying for the 2019 Presidential Citation Award for excellence in management. This Guardian award recognizes...
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Tuesday, December 31, 2019
Quarterly Economic Update: Fourth 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 and advisory services...
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Friday, October 11, 2019
Click Here for the Full Quarterly Economic Update: Third 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...
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Peachtree Planning has once again been ranked as one of the Largest Financial Planning Firms in Nashville in the Nashville Business Journal's October 4th, 2019 Issue. This List ranks Nashville-area financial planning firms by total...
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Peachtree Planning is proud to be recognized as one of Atlanta's top 25 financial planning and advisory firms in the September 13th Edition of the Atlanta Business Chronicle on The List - Atlanta's Top 25 Financial Planning and...
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The Atlanta Business Chronicle recognized their Atlanta's Best Places to Work 2019 Award Recipients at their 16th Annual Event held at the Intercontinental Hotel on Sept. 5, 2019. Peachtree Planning was recognized again this year as a...
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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...
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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...
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Thursday, July 18, 2019
We are lucky and thankful to have Sarah on our team. Read The Article Here
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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
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Peachtree Planning proudly sponsors NYO (Northside Youth Organization) Sports.
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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
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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...
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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...
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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...
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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...
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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.
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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
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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...
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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...
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Peachtree Planning has been ranked as one of the Largest Financial Planning & Investment Advisory Firms by Business Alabama in their May 2018 Issue.
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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...
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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...
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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...
Read MorePeachtree 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...
Read MorePeachtree 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...
Read MorePeachtree 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...
Read MoreThe 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...
Read MoreSarah 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
Read MorePeachtree 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...
Read MoreCongratulations 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.
Read MorePeachtree Planning is proud to be recognized on the List of Top Investment Brokers by the Birmingham Business Journal for 2017! Read The Article here
Read MoreProud 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
Read MorePeachtree Planning is Proud to be Recognized as a Best Places to Work in 2017 by the Nashville Business Journal! Read The Article Here
Read MoreCongratulations, 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...
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