Financial Advisors in Johns Creek, GA
Legacy Planning Advisors helps Johns Creek retirees, business owners, and beyond simplify the complexities of their wealth.
We Help Johns Creek Residents Craft A More Meaningful Next Chapter
Individuals and Families
Business Owners and Entrepreneurs
Corporate Executives and Professionals
Kingdom-Minded Stewards
Facing Life Transitions
Find Us in the Johns Creek Area
We are located in Suwanee, just east of the Johns Creek area and easily accessible from Peachtree Parkway. Schedule a conversation with our team at our Suwanee office today! We are also available for Zoom or phone meetings.
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5400 Laurel Springs Pkwy - Suite 101
Suwanee, GA 30024 - 770-919-2075
- Monday-Friday 8:30a.m.—5p.m.
- advisor@legacyplanningadvisors.com
We are pleased to serve residents of:
- Atlanta
- Suwanee
- Johns Creek
- Marietta
- Gainesville
- Lawrenceville
- And the surrounding areas
Our Services
Financial Planning
We’ll get to know what’s most important about you, including your biggest goals and deepest values, to help you feel confident in your financial plan.
Business Exit Planning
Let’s set your business up for success after you exit. From business valuation to tax implications, we’ll build a plan together.
Estate and Legacy Planning Services
Your legacy can have a lasting impact. We’ll analyze your current estate plan to help find strategies to provide opportunities for greater influence.
Tax Planning
Taxes have long-term implications. Our team will explore your current tax situation and how it might change in the future.
Philanthropic Planning
Giving with a plan can make your generosity go further. Together, let’s explore greater charitable opportunities for your wealth.
Investment Management
Your investment plan starts with your goals and values in mind. From there, it transforms into your personalized roadmap.
Financial Planning
We’ll get to know what’s most important about you, including your biggest goals and deepest values, to help you feel confident in your financial plan.
Investment Management
Your investment plan starts with your goals and values in mind. From there, it transforms into your personalized roadmap.
Business Exit Planning
Let’s set your business up for success after you exit. From business valuation to tax implications, we’ll build a plan together.
Estate and Legacy Planning Services
Your legacy can have a lasting impact. We’ll analyze your current estate plan to help find strategies to provide opportunities for greater influence.
Tax Planning
Taxes have long-term implications. Our team will explore your current tax situation and how it might change in the future.
Philanthropic Planning
Giving with a plan can make your generosity go further. Together, let’s explore greater charitable opportunities for your wealth.
Meet the Legacy Planning Advisors Team
At Legacy Planning Advisors, we’ve always believed that thorough planning comes before a powerful, impactful legacy. That’s why both words are in our name—because both matter. By helping you create a comprehensive financial plan, together we can amplify the impact your wealth can make—on your loved ones, the causes you care about, and the world around you.
Meet the Legacy Planning Advisors Team
At Legacy Planning Advisors, we’ve always believed that thorough planning comes before a powerful, impactful legacy. That’s why both words are in our name—because both matter. By helping you create a comprehensive financial plan, together we can amplify the impact your wealth can make—on your loved ones, the causes you care about, and the world around you.
Let’s Start the Conversation
Contact Our Office Today!
Our first conversation with you is a get-to-know-you chat where we’ll explore how our services can help you achieve your financial goals. We’d love to welcome you to our Suwanee office and talk with you or organize a brief phone meeting to understand your needs.
