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Fee-Only | Fiduciary | Financial Planning | Wealth Management

Serving Greater Atlanta, GA and beyond.
First step.

Stanhouse Financial Planning is a fee-only, fiduciary, financial planning, and advisory firm serving the metro Atlanta area of Georgia and beyond. StanhouseFP provides financial planning and investment advice and management to our clients. We do not sell products, receive commissions, or any other third-party compensation: our advice is customized for you and delivered to serve only your best interests.


Peace of mind

This is our goal to deliver to clients. Peace of mind in your financial matters comes from knowing you have a trusted, experienced, competent financial professional working with you.

We feel honored to help our clients towards this goal.


Clients that come to us are looking for Trust, Experience, Competence, Compassion and Fairness.

Trust

Fiduciary - means we are legally obligated to advise clients in what we believe to be their best interest.

Fee-only - means the only fees/income we receive comes directly from our clients.

Objective – means we are not influenced in the advice we give by how it effects our compensation.

Independent – means we are not tied to the products or influence of one company.

Experience

Over 16 years in business, and a life-time of personal investing.

Competence

CFP® - Certified Financial Planner since 2012

NAPFA Member - National Association of Personal Financial Planners since 2009

GPN Member - Garrett Planning Network since 2009

Continuing Education - Continual in-person and virtual events throughout the year.

Compassion/Accessible

We meet our clients at whatever stage they are at, and our engagement options make us more accessible than most Financial Planning firms.

Fair and transparent fees

Our fees are clearly defined and very competitive compared to the industry.

We are happy to have an initial phone conversation with anyone.

However, although we would like to help everyone who comes to us, we do have a limited capacity and must refer some people on to others. We give preference to those with whom we feel we can make the biggest impact and those who we feel are a particularly good fit.

As a fiduciary, we provide independent, unbiased advice.

Our mission is simple: We are committed to providing financial peace of mind to our clients. We provide independent, objective advice to people from all walks of life. Through the advantages of competent, professional planning, we seek to empower our clients to make the best financial decisions possible. As staunch consumer advocates and Fee-Only fiduciaries, we continue to demonstrate our commitment to serving the public's best interests.
Our Company
Our Clients

What types of clients does StanhouseFP work with?

We work with clients in all life phases: early years – in prime earning years – nearing retirement – in retirement, as well as divorcees, widows(ers) and lottery winners.

We work with folks from all walks of life, including the following:

Sr. corporate executives
Homemakers
Sales professionals
Information Technology professionals
Engineers
Administrative Assistants
Physicians
Scientists
Journalists
Authors
Musicians
Film industry professionals
Entrepreneurs
Small business owners
Teachers/Professors
Attorneys
Federal / State workers

What do all these types of people have in common – they all understand the value of objective financial advice.

Common topics addressed

Financial Planning and advice can include many possible topics.

Some typical concerns:

Appropriate rate of savings for your life stage and circumstances
Mortgage payoff / home purchase decisions
Pension option decisions
Roth vs. Traditional IRA decisions
Efficient Retirement funding
Tax efficient decisions
401k option decisions
Social security decisions
College savings planning
Investment choice decisions
Retirement readiness / Planning / Projections
Consolidation of investment accounts
Disposition of old 401k accounts

(See Resources tab for more discussion of some detail on some of the most common topics.)

Investment Philosophy

In a nutshell we believe in risk-appropriate diversified portfolios of low-cost mutual funds, index funds or exchange traded funds(ETFs) work out best for most people in the long-run. We believe in long-term strategy over short-term tactics.

Relationship Options

There are three types of relationships we can have with clients. They are described below along with who is a good candidate for that type.

One-time project advice

Someone who knows they want help, but are not sure where to start.

Someone who may feel they have a pretty good handle on their own finances, but would like to have a professional provide a one-time objective review and advise on their situation.

On-going advisement (retainer) relationship

Someone who feels comfortable with performing most of the investment related activities themselves but wants to partner with a financial professional who is available as needed throughout the year for advice and consultation. They wish to have periodic review/updates, typically annually, to be sure they are on track.

On-going Investment management

Someone who would rather focus their time and energy on other things than keeping track of money and related actives such monitoring, making investment decisions and corresponding transactions.

During their working years they may want to focus on their career and family.

During their retirement years they may want to focus on enjoying life and family. They may prefer spending time for example on fishing/golf/travel/grandchildren rather than on spreadsheets.

Custodians and Service Providers
If you choose to engage StanhouseFP to manage your money client assets are held at third party custodians. Charles Schweb & Co. Inc. is the custodian where we recommend client accounts be held.

Control Your Financial Future

Individuals and families come to us when they want to take charge of their financial future. This may involve comprehensive financial planning, or just professional advice before making a major purchase or investment.
Our Services

16 +

Years of planning experience

Free Get Acquainted Meeting

We offer a complementary get acquainted meeting to get to know each other and to see if we are a good fit.
Let's begin
(404) 538-0307

Our Resource Partners