Broker Check
Built on Legacy. Designed for What’s Next. Introducing the New Peachtree Planning Brand Identity

Built on Legacy. Designed for What’s Next. Introducing the New Peachtree Planning Brand Identity

June 10, 2026

Built on Legacy. Designed for What’s Next.

Introducing the New Peachtree Planning Brand Identity

Since 1987, Peachtree Planning has been built on a strong foundation of trust, relationships, and a commitment to helping advisors and clients pursue their goals with confidence.

We are proud to introduce a new logo and visual identity that reflects both the foundation we have built and the future we continue to build together.

This is more than a refreshed look. It is a representation of our growth, our momentum, and our commitment to serving advisors and clients with intention and clarity.

Built on Legacy

For nearly four decades, Peachtree Planning has grown through meaningful relationships, a strong culture, and a shared commitment to doing what's right for the people we serve.

Those values remain at the core of who we are today.

Our new logo honors the trust, partnerships, and legacy that have defined Peachtree Planning since 1987. It reflects the strength of the foundation that has allowed our firm to grow while recognizing the countless advisors, clients, and team members who have helped shape our journey.

We are proud of where we have been and grateful for everyone who has played a role in our success.

Designed for What's Next

As our firm continues to evolve, our brand should reflect not only where we have come from, but also where we are headed.

Our new visual identity embraces a more structured, forward-thinking vision for the future—one that reflects the way we help advisors build successful practices and guide clients toward meaningful financial outcomes.

You will begin seeing our new visual direction across marketing materials, social media, presentations, digital platforms, and communications throughout the coming months.

While our look may be changing, our purpose remains the same: helping people build stronger futures through thoughtful planning and trusted guidance.

The Meaning Behind the New Mark

The new logo design incorporates bold geometric elements and modular red squares that symbolize the building blocks of success. 

Together, these elements represent:

  • Growth – Progress achieved through intentional action and long-term vision.

  • Strategy – Thoughtful planning that aligns decisions with goals.

  • Structure – A strong foundation that supports sustainable success.

  • Progression – Continuous movement forward for advisors, clients, and our firm.

Each element works together to create a unified whole—just as every component of a financial plan should work together to support long-term success.

At its core, the new mark reflects how we approach planning: with purpose, discipline, and clarity.

Building Forward Together

At the heart of this launch is a simple belief:

Strong plans aren't accidental; they're built with intention.

That philosophy has always defined Peachtree Planning. Today, our brand identity reflects it more clearly than ever.

This evolution is not about starting over. It is about building forward—together.

Thank you to our financial professionals, advisors, clients, team members, and communities for the trust you place in us every day. Your partnership has helped shape our legacy, and your support will help define what comes next.

We are proud of where we've been and excited for where we're going.

Built on Legacy. Designed for What's Next.