Jim is the founder of Stanhouse Financial Planning and Management, LLC, (StanhouseFP) an independent, fee-only (non-commission) Registered Investment Advisory firm in the state of Georgia. StanhouseFP offers a wide range of advice focused on the needs of families and individuals from all stages and walks of life. They provide an objective, professional viewpoint to clients’ financial questions for an up-front hourly rate, without minimum asset or income requirements.
StanhouseFP does not sell financial products, nor accept commissions from mutual fund companies, brokerage firms or any third party. Thus, you can be confident that you will receive professional, objective advice that will be in your best interest.
Clients can choose to implement recommendations themselves or have StanhouseFP assist with the implementation and ongoing management. The firm can work in conjunction with existing attorneys, accountants, and other professional advisors, or help you focus on the important points to consider as a "do-it-yourselfer".
Bernie assists with gathering and analyzing client data. He is a longtime Georgia resident, and has completed his CFP education at Emory University (Emory Continuing Education) and passed the rigorous CFP exam. He and his wife live in Atlanta and enjoy walking and gardening. Bernie has an eye for detail and enjoys working through complex issues.
Nickie is a lifetime Georgia resident and enjoys living with her husband and two high-school age children in Lilburn, where she enjoys being active in the community. She has a bachelor's degree in Business Administration from University of North Georgia with a background in accounting and loves working on the fine details of projects. In addition to working, she is quite involved with her childrens' extra-curricular activities, to include a local community theater in which her children participate, as well as enjoys crafting and spending as much time as possible with family and friends.