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.
These honors reflect our ongoing commitment to providing exceptional financial guidance tailored to the unique goals of our clients. Our Birmingham team continues to demonstrate professionalism, expertise, and a client-first approach that makes a lasting impact on the lives of individuals, families, and business owners across the region.
"This recognition is a testament to the relationships we’ve built and the trust our clients place in us," said Dustin Dawes, CEO, "and we’re incredibly proud of the meaningful work our Birmingham professionals do every day."
Peachtree Planning offers a broad range of financial planning and investment services, all designed to help clients protect, grow, and manage their wealth with confidence. Being included on both lists highlights the firm’s dual strength in financial planning and investment strategy—an important distinction in an increasingly complex financial world.
You can read more from the Birmingham Business Journal using the links below (subscriber access may be required):
We extend our sincere gratitude to our Birmingham team for their outstanding service, and to our clients for your continued trust and partnership. We remain committed to helping you build a more confident financial future.
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If you’re looking for a financial professional who understands your goals and puts your needs first, connect with our team today to learn how Peachtree Planning can help you reach your financial goals.