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Monday, April 29, 2024

Congratulations to Peachtree Planning's Irma Montes and Jay Patel on being named 2024 Top Advisors Under 40 by NAIFA-Georgia. NAIFA-Georgia's Top Advisors award is based on an annual evaluation on excellence and achievement in the...

 

Monday, April 22, 2024

Knoxville, TN - Peachtree Planning is thrilled to announce the grand opening of its new office in Knoxville, Tennessee. This momentous occasion will be marked with a ribbon cutting ceremony hosted by the Knoxville Chamber. The event is...

 

Monday, April 15, 2024

Congratulations to Peachtree Planning's Dara Davis, Sarah Dozier, Ande Frazier and Irma Montes on being named 2024 Top Women Advisors by NAIFA-Georgia. NAIFA-Georgia's Top Women Advisors award is based on an annual evaluation on...

 

Saturday, March 23, 2024

Thank you, once again, to our Peachtree Planning team who supported and participated in the 2024 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 from a...

 

Monday, February 26, 2024

Roundtable: Wealth mindset 2 min read August 2023 — Invest: spoke with James Gnefkow, managing director of wealth management and financial advisory firm Peachtree Planning, where he discussed closely held...

 

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Friday, February 23, 2024

Peachtree Planning's, Paul Johnson, was proud to be a booth sponsor at the Tennessee Bar Association (TBA) 2024 Estate Planning Forum at the Cool Springs in Franklin, TN, Friday, February 23rd.  The TBA offers the...

 

Thursday, February 8, 2024

Peachtree Planning is proud to announce the newest member of their leadership team, Keith Kail! Keith serves as a Managing Director for the Knoxville team!  Keith’s role is to build the Peachtree Planning brand in his market...

 

Tuesday, January 30, 2024

Congratulations to Peachtree Planning's 2023 Award Winners – honored at our annual Awards and Appreciation Luncheon – January 26, 2024 at Ansley Golf Club!            

 

Monday, December 11, 2023

Peachtree Planning is proud to announce the newest member of our leadership team, Dara Davis. Dara joins us as Managing Director for our Georgia team!   Dara brings more than 25 years of experience in the financial services...

 

Friday, September 22, 2023

Congratulations to Ande Frazier, Partner of Peachtree Planning of North Georgia, on being a 2023 Five Star Wealth ManagerFive Star Professional conducts market research to define and promote professional excellence in the...

 

Thursday, September 21, 2023

Peachtree Planning is proud to be recognized as one of Nashville's top 25 financial planning's in the September 15th Edition of the Nashville Business Journal The List - Financial Planners. This awards is not issued...

 

Friday, September 8, 2023

Peachtree Planning is proud to be recognized as one of Atlanta's top 25 financial planning and advisory firm's in the September 8th Edition of the Atlanta Business Journal The List - Largest Financial Planning and...

 

Friday, August 11, 2023

Peachtree Planning (Dara Davis Kabba Daramy Carol Lindberg Irma Montes Jay Patel) was proud to be a booth sponsor at the 51st National Black Nurses Association (NBNA) Annual Conference in Atlanta, Georgia (Aug 1st thru 6th, 2023)...

 

Friday, August 11, 2023

Peachtree Planning has been awarded a Top Workplaces 2023 honor by Atlanta Journal-Constitution Top Workplaces. The list is based solely on employee feedback gathered through a third-party survey administered by employee...

 

Wednesday, July 26, 2023

We are so proud of Josh Cobb who has been named on Forbes "Best-in-State" Financial Security Professionals List. Thank you for being an integral part of the Peachtree Planning team and for consistently going above and beyond to ensure...

 

Saturday, July 22, 2023

According to the June 22nd edition of the Tennessean Top Workplaces Special Section, Peachtree Planning has been awarded a Top Workplaces 2023 honor by Tennessean Top Workplaces. The list is based solely on employee feedback gathered...

 

Wednesday, May 31, 2023

Peachtree Planning is proud to be recognized as one of Birmingham's top 25 financial planning's in the May 22nd Edition of the Birmingham Business Journal The List - Financial Planners.

 

Friday, May 12, 2023

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...

 

Friday, May 5, 2023

Peachtree Planning is proud to be recognized as the 2nd largest Life Insurance Agency in the May 5th Edition of the Atlanta Business Journal The List - Largest Life Insurance Agencies. This awards is not issued by...

 

Wednesday, May 3, 2023

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...

 

Monday, April 3, 2023

Congratulations to Peachtree Planning's Payal Agarwal, Dara Davis, Sarah Dozier, and Ande Frazier on being named 2023 Top Women Advisors by NAIFA-Atlanta. 

 

Monday, March 27, 2023

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...

 

Friday, February 3, 2023

Congratulations to Peachtree Planning's 2022 Award Winners – honored at our annual Awards and Appreciation Luncheon – January 27, 2023 at Ansley Golf Club!    

 

Friday, January 6, 2023

 

Friday, January 6, 2023

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,...

 

Monday, January 2, 2023

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...

 

Thursday, October 13, 2022

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...

 

Wednesday, September 28, 2022

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...

 

Friday, September 9, 2022

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...

 

Wednesday, September 7, 2022

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.

 

Friday, August 19, 2022

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...

 

Friday, June 24, 2022

Congratulations to Peachtree Planning's Keays Bass on being named a 2022 Top Advisors Under 40 by NAIFA Atlanta. 

 

Friday, June 24, 2022

Congratulations to Peachtree Planning's Selena Teasley on being named a 2022 Top Advisors Under 40 by NAIFA Atlanta.

 

Thursday, June 16, 2022

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...

 

Friday, May 20, 2022

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...

 

Wednesday, May 18, 2022

Peachtree Planning enjoyed a great meeting May 18th at NAIFA-Atlanta Spring Meeting 2022, and enjoyed our own, Keays Bass, as a panelist presenter.

 

Friday, May 13, 2022

Peachtree Planning recognized as a Best Places To Work in 2022 by the Birmingham Business Journal

 

Friday, May 6, 2022

Peachtree Planning recognized in the Atlanta Business Chronicle as 2nd Largest Life Insurance Agency

 

Monday, April 11, 2022

Congratulations to Peachtree Planning's Payal Agarwal, Sarah Dozier, Ande Frazier, and Selena Teasley on being named 2022 Top Women Advisors by NAIFA-Atlanta.

 

Wednesday, March 30, 2022

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.

 

Monday, March 28, 2022

 

Tuesday, March 8, 2022

Peachtree Planning has been awarded a Top Workplaces 2022 honor by The Atlanta Journal-Constitution for the 12th time.

 

Thursday, February 3, 2022

Congratulations to Peachtree Planning's 2021 Award Winners – honored at our annual Awards and Appreciation Luncheon – January 28, 2022 at Ansley Golf Club!

 

Thursday, November 11, 2021

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...

 

Monday, November 8, 2021

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...

 

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...

 

Friday, September 10, 2021

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...

 

Friday, September 3, 2021

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...

 

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...

 

Monday, August 23, 2021

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...

 

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...

 

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...

 

Friday, May 7, 2021

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.

 

Wednesday, April 14, 2021

In a year filled with challenges, Peachtree Planning has continued to focus on giving back to our community.

 

Thursday, April 1, 2021

Peachtree Planning is proud to celebrate 34 Years of fulfilling our goal of helping our clients achieve theirs.

 

Thursday, April 1, 2021

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...

 

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...

 

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...

 

Wednesday, February 10, 2021

https://youtu.be/xoeHDLtb93o

 

Thursday, January 14, 2021

Congratulations to Corky Dawes, CEO of Peachtree Planning, interviewed and featured in FOCUS ATLANTA 2020!

 

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...

 

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...

 

Friday, October 30, 2020

Have a Spooky fun and safe Halloween. Our team enjoyed some Halloween fun today too. Dylan Still ~ Zach Murphy ~ Conner Reynolds

 

Thursday, October 22, 2020

 

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...

 

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...

 

Monday, August 17, 2020

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...

 

Tuesday, August 4, 2020

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...

 

Wednesday, July 22, 2020

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...

 

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...

 

Friday, May 22, 2020

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...

 

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.

 

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...

 

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...

 

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,...

 

Thursday, February 27, 2020

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...

 

Thursday, February 6, 2020

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...

 

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...

 

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...

 

Friday, October 4, 2019

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...

 

Friday, September 13, 2019

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...

 

Monday, September 9, 2019

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...

 

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.

 

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...