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Peachtree Planning recognized in the Nashville Business Journal as Top 25 Financial Planners

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...

Dustin Dawes and James Gnefkow received the 2022 Finseca Futures Award

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 recognized in the Atlanta Business Chronicle as a Top 25 Financial Planning Firm

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

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

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

Summertime Checkup

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 recognized in the Birmingham Business Journal as Top 25 Financial Planners

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...

NAIFA-Atlanta Spring Meeting 2022 with Keays Bass as a panelist presenter

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 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

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

Peachtree Planning's Agarwal, Dozier, Frazier & Teasley NAIFA-Atlanta 2022 Top Women Advisors

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

Peachtree Planning is Celebrating 35 Years of Excellence

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 is a proud supporter of Pound the Pavement for Peter

Peachtree Planning Recognized as a 2022 Top Workplace by the AJC! This is our 12th time qualifying.

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

Congratulations to our 2021 Award Winners – honored at our annual Awards and Appreciation Luncheon

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

Honoring Veterans Day

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...

Peachtree Planning's Dustin Dawes and James Gnefkow Qualified for 2020 Presidential Citation Award

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

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 recognized in the Atlanta Business Chronicle as a Top 25 Financial Planning Firm

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 Ranked 4th Medium 2021 Best Places to Work by the Atlanta Business Chronicle

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"

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 recognized as a Best Places To Work in 2021 by the Birmingham Business Journal

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

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

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

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.

Peachtree Planning's Impact in our Communities

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

Peachtree Planning is celebrating 34 Years of Excellence

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

Peachtree Planning's Agarwal, Dozier, & Frazier Recognized by NAIFA-Atlanta 2021 Top Women Advisors

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

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!

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...

Corky Dawes, CEO, Peachtree Planning, Invest: Insights Interview

https://youtu.be/xoeHDLtb93o

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

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

Quarterly Economic Update: Fourth Quarter 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

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...

Peachtree Planning Wishes you a Happy Halloween

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

The Value of Life Insurance

Quarterly Economic Update: Third Quarter 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

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...

Remembering Peachtree Planning Founder and CEO Emeritus, Bob Mathis

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 Named a 2020 Best Places to Work by the Atlanta Business Chronicle

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...

Peachtree Planning recognized as a Best Places To Work in 2020 by the Birmingham Business Journal

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

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

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

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.

Peachtree Planning's Keays Bass Recognized by NAIFA Atlanta as a 2020 Top Advisors Under 40

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...

Quarterly Economic Update: First Quarter 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

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,...

Peachtree Planning Recognized as a 2020 Top Workplace by the AJC! This is our 10th consecutive year!

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...

Peachtree Planning's Dustin Dawes and James Gnefkow Qualified for the Presidential Citation Award

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

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

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 Named one of Nashville's Largest Financial Planners October 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...

Peachtree Planning recognized in the Atlanta Business Chronicle as a Top 25 Financial Planning Firm

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...

Peachtree Planning Named a Best Places to Work 2019 by the Atlanta Business Chronicle

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 is 1st Place in Business Alabama's Best Companies to Work Small-Medium Category

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's Interns Experience Entrepreneurism on Another Level

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

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

Peachtree Planning Recognized as a 2019 Top Workplaces by the Tennessean

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 is a Proud Sponsor of NYO Sports

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

Peachtree Planning recognized in the Atlanta Business Chronicle as a Top 10 Life Insurance Agency-#2

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 Named one of Birmingham's Largest Financial Planners May 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...

Peachtree Planning Named one of Birmingham's Largest Investment Brokers May 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...

Peachtree Planning recognized as a Best Places To Work in 2019 by the Birmingham Business Journal

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's John Richardson & Jeb Bell recently attend 2019 NAIFA Congressional Conference

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 - Named one of Business Alabama's Largest Financial Planning Firms-May 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.

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

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

“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

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...

Pound the Pavement

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...

Peachtree Planning Recognized as a 2019 Top Workplace by the AJC for 9th consecutive year!

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...

Focus Atlanta Expert Panelist - James Gnefkow, JD, LLM, MBA - Expertly handles Q&A

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...

James Gnefkow, JD, LLM, MBA selected as an expert panel presenter at FOCUS Atlanta 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...

Year End Tax Moves for 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 - Named one of Nashville's Largest Financial Planners October 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

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 - Named one of Business Alabama's Largest Financial Planning Firms-May 2018

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

Peachtree Planning Recognized as a 2018 Top Workplace by the AJC for 8th consecutive year!

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

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...

Clay McDowell Named a Top Advisor Under 40 by NAIFA Birmingham on Feb. 6th, 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...

The List of Top Financial Planners in 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...

Peachtree Planning Named A Top Financial Planning and Advisory Firm in 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...

Peachtree Planning Named One of Atlanta’s Best Places to Work in 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...

Peachtree Recognized as a Daily Report’s Best Wealth Management / Financial Advising Firm in 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...

Sarah Dozier, Vice President – Recognized by NAIFA Atlanta as a 2017 Top Female Advisor!

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

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

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

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 – 2017 by the Birmingham Business Journal!

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

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

Peachtree Planning Recognized as a Top Workplace in Atlanta in 2017 by the AJC!

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...