Fully Financial

Fully Financial is a premiere boutique financial planning firm based in Athens, Georgia, serving families locally and across the country.

Fully was created with the belief that your dreams shouldn't wait until you retire — and that everyone can benefit from personalized, comprehensive, and unbiased fiduciary financial advice.

We know you work hard for your money. You deserve a financial plan that works as hard as you do. That's why we look at every aspect of your financial life and truly get to know what matters most to you — your goals, your values, and your passions. With this in mind, we curate a personalized game plan that covers everything your money touches, so you’ll be prepared for the future while also enjoying your money guilt-free now.

As an independent fee-only fiduciary, Fully isn’t beholden to outside fund managers or third-party companies. We put our clients' best interests first — always.

Fully is here to provide real financial advice and help answer any question that comes up in your financial life, so you can have clarity and confidence when making money decisions. That means you can spend less time stressing about money and more time focused on the things that matter most to you.

We're your trusted partner, your financial coach, and your personal CFO. Every step of the way, we’ll help you get where you want to be tomorrow while living fully today.

Fully Financial's comprehensive services include: Retirement planning, investment portfolio design and implementation, cash flow management, debt structuring and prioritization strategies, tax planning, risk management and net worth protection, education savings and funding planning, estate planning, and ongoing fiduciary advice for every financial decision.