Peachtree Planning is proud to announce its recognition as the #18 largest financial planning and advisory firm in Atlanta, according to the Atlanta Business Chronicle’s 2026 ranking.
This recognition represents more than a number on a list. It reflects the continued growth of our Atlanta office, the strength of our team, and the confidence our clients place in us to help them navigate important financial decisions.
Planning for Every Stage of Financial Life
At Peachtree Planning, we believe financial planning should be about more than investments alone. A strong financial strategy considers the many moving pieces that can impact an individual, family, or business over time.
Our Atlanta team works with clients to develop personalized strategies that may include:
- Financial Planning – Creating a comprehensive strategy aligned with your goals, priorities, and financial circumstances.
- Wealth Management & Wealth Planning – Helping clients organize and manage their wealth with a long-term perspective.
- Retirement Planning – Preparing for the transition from earning income to making your assets work for you.
- Risk Management – Addressing potential financial risks through strategies that may include life insurance, disability insurance, and income protection.
- Business Owner Planning – Helping business owners consider their personal and business financial goals, succession strategies, and long-term plans.
- Estate & Legacy Planning – Preparing strategies designed to help protect wealth and provide for the people and causes that matter most.
A Recognition Made Possible by Our Clients and Team
Reaching #18 on Atlanta’s Largest Financial Planning & Advisory Firms list is a milestone we’re proud to celebrate, but our focus remains on the people behind the recognition.
Our clients entrust us with some of the most important financial decisions of their lives. That responsibility drives us to continually improve, collaborate, and provide thoughtful planning strategies designed around each client’s unique goals.
Our advisors and team members are equally important to our success. Their expertise, dedication, and commitment to serving clients are what make our continued growth possible.
Built on Legacy. Designed for What’s Next.
Peachtree Planning has built its reputation by taking a planning-first approach and helping clients prepare for both the opportunities and challenges ahead.
Being recognized among Atlanta’s largest financial planning and advisory firms is an exciting milestone—but it’s also a reminder of what comes next.
We’re grateful to our clients, advisors, and team members for being part of the Peachtree Planning story. We’re proud of how far we’ve come and excited about where we’re going.
Peachtree Planning: Built on Legacy. Designed for What’s Next.
Atlanta's Largest Financial Planning and Advisory Firms
This awards is not issued by Guardian or its subsidiaries.