Blog

Peachtree Planning's Ande Frazier Collaborates with Guardian on the Financial Impact of Menopause

Ande Frazier CFP^®️, CLU, ChFC, RICP, ChSNC, CDFA^®️ CExP

Tuesday, March 3, 2026

Rome/Atlanta, GA Financial Advisor Collaborates with Guardian Life on National Brief Addressing the Financial Impact of MenopauseRome-based financial advisor Ande Frazier, CFP®, has collaborated with The Guardian Life Insurance Company...

At Peachtree Planning, we believe milestones matter — especially when they represent a lifetime of leadership, service, and commitment to excellence. We are proud to celebrate Al Robertson, General Agent Emeritus and Executive Vice...

We are proud to share exciting news and celebrate an extraordinary achievement—Corky Dawes has been inducted into the Hall of Fame by Guardian Life Insurance Company of America. This prestigious honor recognizes a career defined by...

On January 30, 2026, Peachtree Planning gathered at Ansley Golf Club for our annual Awards and Appreciation Luncheon—an opportunity to recognize excellence, reflect on achievements, and celebrate the people who make our firm thrive.Our...

Atlanta, GA — Effective Monday, December 8th — Peachtree Planning, a leading financial planning firm serving individuals, families, and business owners across the Southeast, announces the relocation of its Georgia office to a modern...

At Peachtree Planning, our mission extends beyond helping clients build wealth—it’s about empowering individuals and communities to create lasting financial confidence. Through volunteerism, education, and mentorship, we are proud to suppor

Brentwood, TN – [October 27, 2025) – Peachtree Planning, a leading financial planning and wealth management firm, is proud to announce the relocation of its Tennessee office to a new, modern space in Brentwood, effective October 27,...

We are thrilled to announce that Peachtree Planning has been ranked among the Top 30 Financial Planning & Advisory Firms by Atlanta Business Chronicle! This recognition underscores our commitment to excellence, deep client service, and...

Peachtree Planning was honored on Aug. 28 at Atlanta Business Chronicle's Healthiest Employers + Best Places to Work Awards, highlighting local employers that have gone above and beyond to create an outstanding workplace culture. Peachtree

Peachtree Planning is proud to announce that we have been awarded a Top Workplaces 2025 honor by the Atlanta Journal-Constitution, ranking 4th in the Small Business category. This recognition is especially meaningful because it is...

We’re thrilled to share that Josh Cobb has once again been named to Forbes’ 2025 “Best‑in‑State Financial Security Professionals” list, ranking #3 in the state of Georgia! This marks Josh’s fourth consecutive year receiving this...

We’re beyond excited to announce that Mark Burkholder has been ranked #1 in Alabama on Forbes’ 2025 Best‑in‑State Financial Security Professionals list. This prestigious accolade reflects his unwavering commitment to securing the...

Peachtree Planning is honored to be recognized as one of The Tennessean’s Top Workplaces 2025, announced in the June 27th Top Workplaces Special Section. This award is especially meaningful because it’s based entirely on feedback from...

We're thrilled to announce that Peachtree Planning has once again been honored by the Nashville Business Journal as one of the 2025 Best Places to Work in the Nashville area. This award celebrates local employers who are redefining...

We’re proud to announce that Peachtree Planning has been recognized by the Birmingham Business Journal in their 2025 rankings as one of the Top 25 Financial Planners and Top Investment Brokers in the Birmingham area.

We are honored to announce that Peachtree Planning has been ranked No. 2 on the Atlanta Business Chronicle’s 2025 list of Atlanta’s Largest Life Insurance Agencies. This recognition reflects our unwavering commitment to providing...

Four Peachtree Planning Advisors Named 2025 Top Advisors Under 40 in Georgia Peachtree Planning is proud to announce that four of our outstanding advisors—Russell Bolton, Dustin DeMerseman, Irma Montes, and Jay Patel—have been named...

A huge THANK YOU to our incredible Peachtree Planning team for supporting and participating in the 2025 Pound the Pavement for Peter! Your dedication helps make a real difference for children and families in need.

We are thrilled to announce that Peachtree Planning's esteemed advisors—Dara Davis, Sarah Dozier, Ande Frazier, and Irma Montes—have been recognized as NAIFA-Georgia's 2025 Top Women Advisors. This prestigious honor highlights...

Peachtree Planning Proudly Sponsors Tennessee Bar Association’s Estate Planning & Probate Forum

Paul L. Johnson, Jr., CFP®

Tuesday, March 4, 2025

At Peachtree Planning, we believe in the power of collaboration when it comes to financial security. That’s why Paul Johnson and our team were honored to sponsor the Tennessee Bar Association’s Estate Planning & Probate Forum on...

Peachtree Planning SECO 2025: Empowering Optical Professionals to EnVISION their financial future

Jay Patel

Tuesday, March 4, 2025

The Peachtree Planning team, led by Jay Patel, was proud to be a booth sponsor at SECO 2025, one of the largest gatherings for eye care professionals! This event provided a fantastic opportunity to connect with optometrists and...

At Peachtree Planning, we take immense pride in recognizing the exceptional leadership, guidance, and contributions of the women who drive our firm forward. This Women’s History Month, we are especially proud to celebrate Ande Frazier...

It is with great sadness that we announce the passing of Jim Caswell, a cherished member of our firm. Jim has been an integral part of Peachtree Planning since its founding and his contributions, dedication, and friendship will be...

Congratulations to Peachtree Planning's 2024 Award Winners – honored at our annual Awards and Appreciation Luncheon – February 7th at Capital City Club in Brookhaven!

Peachtree Planning is proud to celebrate James Gnefkow and Brad Stonecipher for being recognized in NAIFA’s 2025 Who’s Who of Georgia! This honor highlights their dedication to excellence, leadership, and commitment to serving clients...

Peachtree Planning is proud to be recognized as a 2024 Best Places to Work ranking #2 in the Medium Category! Thank you to our amazing team and the Atlanta Business Chronicle for this recognition! We are honored, once again, to be...

Peachtree Planning has been awarded a Top Workplaces 2024 honor by Atlanta Journal-Constitution Top Workplaces. The list is based solely on employee feedback gathered through a third-party survey administered by employee engagement...

It is with deep sadness that we share the news that Betty Mathis passed away on Wednesday, August 14, 2024, surrounded by her loving family and friends. Betty was the beloved wife of Peachtree Planning's Founder, Bob Mathis, who...

Peachtree Planning is proud to be recognized as one of Atlanta's top 20 financial planning and advisory firm's in the August 16th Edition of the Atlanta Business Chronicle The List - Largest Financial Planning and Advisory Firms. This...

Peachtree Planning's Mary Myers Named Leadership Columbia County Class of 2025

Mary C. Myers

Tuesday, July 23, 2024

Congratulations to Mary Myers on being named one of the Leadership Columbia County Class of 2025! Mary Myers has recently joined Peachtree Planning in Augusta office. She has spent over 20 years working as a lender and an investment...

We are so proud of Josh Cobb who has been named on Forbes "Best-in-State" Financial Security Professionals List for the 3rd year in a row. Thank you for being an integral part of the Peachtree Planning team and for consistently going...

We are proud to congratulation Mark Burkholder for his recognition in the 2024 Forbes Top Financial Security Professionals Best-in-State list! Thank you for being an integral part of the Peachtree Planning team and for consistently...

According to the June 24th edition of the Tennessean Top Workplaces Special Section, Peachtree Planning has been awarded a Top Workplaces 2024 honor by Tennessean Top Workplaces. The list is based solely on employee feedback gathered...

Peachtree Planning is proud to once again be recognized as a 2024 Best Places to Work ~ Thank you to our amazing team and the Nashville Business Journal for this recognition! We are honored, once again, to be recognized for our strong...

Peachtree Planning has once again been ranked as one of the Largest Financial Planning & Investment Advisory Firms by Business Alabama in their May 2024 Issue. Click here to view the complete listing from Business Alabama This awards...

Peachtree Planning is proud to be recognized as one of Birmingham's top 25 financial planning's in the May 17th Edition of the Birmingham Business Journal The List - Financial Planners. From the Birmingham Business Journal This awards...

Peachtree Planning is proud to be recognized as the 2nd largest Life Insurance Agency in the May 6th Edition of the Atlanta Business Journal The List - Largest Life Insurance Agencies. This awards is not issued by Guardian or its...

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...

Peachtree Planning Celebrates New Knoxville Branch Office with Ribbon Cutting Ceremony

Keith Kail

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...

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...

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...

Peachtree Planning's James Gnefkow featured on Focus Atlanta's Roundtable: Wealth mindset

James Gnefkow, JD, LLM, MBA, CExP

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...

Peachtree Planning's Paul Johnson a Proud Booth Sponsor at the TN Bar Assoc Estate Planning Forum

Paul L. Johnson, Jr., CFP®

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...

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...

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

Peachtree Planning's Dara Davis named Managing Director

Dara Davis

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...

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...

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...

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...

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)...

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...

Peachtree Planning's Josh Cobb named on Forbes Best-in-State Financial Security Professionals List

Josh Cobb, CFP®

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...

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...

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.

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...

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...

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...

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

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...

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

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,...

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...

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...

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...

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...

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.

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...

Peachtree Planning's Keays Bass Recognized by NAIFA Atlanta as a 2022 Top Advisors Under 40

Keays Bass

Friday, June 24, 2022

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

Peachtree Planning's Selena Teasley Recognized by NAIFA Atlanta as a 2022 Top Advisors Under 40

Selena Merrill Teasley

Friday, June 24, 2022

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

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...

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...

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

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

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

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

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.

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

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

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...

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...

Quarterly Economic Update: Third Quarter 2021

D. Bradley Stonecipher

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...

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...

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...

Peachtree Planning's James Gnefkow featured on Focus Atlanta's "Spotlight on Series"

James Gnefkow, JD, LLM, MBA

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...

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...

Quarterly Economic Update: Second Quarter 2021

D. Bradley Stonecipher

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...

Peachtree Planning's Keays Bass Recognized by NAIFA Atlanta as a 2021 Top Advisors Under 40

Keays Bass

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...

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.

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

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

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...

Quarterly Economic Update: First Quarter 2021

D. Bradley Stonecipher

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...

Congratulations to Billy Haley - UT Alumni Volunteer 40 under 40 award recipient!

Charles "Billy" Haley

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...

https://youtu.be/xoeHDLtb93o

Corky Dawes, CEO, Peachtree Planning, interviewed and featured in FOCUS ATLANTA 2020

DARRELL L. “CORKY” DAWES, CLU®, CHFC®, CExP

Thursday, January 14, 2021

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

Quarterly Economic Update: Fourth Quarter 2020

D. Bradley Stonecipher

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...

Peachtree Planning's James Gnefkow featured in Focus Atlanta Business Planning article

James Gnefkow, JD, LLM, MBA

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...

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

Quarterly Economic Update: Third Quarter 2020

D. Bradley Stonecipher

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...

Proactive Year-End Tax Planning for 2020 and Beyond

James Gnefkow, JD, LLM, MBA

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...

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...

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...

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...

Quarterly Economic Update: Second Quarter 2020

D. Bradley Stonecipher

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...

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...

Peachtree Planning's Sarah Dozier Recognized by NAIFA Atlanta as a 2020 Top Female Advisor

Sarah Dozier

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.

Quarterly Economic Update: First Quarter 2020

D. Bradley Stonecipher

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...

Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020

James Gnefkow, JD, LLM, MBA

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,...

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...

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...

Quarterly Economic Update: Fourth Quarter 2019

D. Bradley Stonecipher

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...

Quarterly Economic Update: Third Quarter 2019

D. Bradley Stonecipher

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...

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...

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...

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...

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...

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...

Peachtree Planning's Sarah Dozier Recognized by NAIFA Atlanta as a 2019 Top Female Advisor

Sarah Dozier

Thursday, July 18, 2019

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

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

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

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

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...

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...

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...

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...

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.

Peachtree Planning's Clay McDowell Named one of Birmingham's 2019 Rising Stars of Money

Clay McDowell

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...

Finding the Bend

Mike Fields

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...

Quarterly Economic Update: First Quarter 2019

D. Bradley Stonecipher

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...

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...

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...

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...

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...

Year End Tax Moves for 2018

James Gnefkow, JD, LLM, MBA

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

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...

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...

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

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...

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...

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...

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...

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...

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...

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...

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

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...

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.

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

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

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

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...