Our News

04 / 10 / 18

Keays Bass and Brian Holmes recognized as NAIFA (National Association of Insurance and Financial Advisors) Atlanta’s 2018 Top Advisors Under 40

William “Keays” Bass III and Brian M. Holmes, RICP recognized as NAIFA (National Association of Insurance and Financial Advisors) Atlanta’s 2018 Top Advisors Under 40. NAIFA Atlanta held its annual Top Advisor Luncheon where our associates were recognized on March 1st.  Recipients of NAIFA-Atlanta’s Top Advisors Under 40 are nominated by their peers or business associates and are evaluated on […]

More
03 / 5 / 18

Peachtree Planning Recognized as a 2018 Top Workplace by the AJC for 8th consecutive year!

Peachtree Planning Recognized as a 2018 Top Workplace by the AJC for 8th consecutive year! https://www.ajc.com/news/see-the-full-list-the-top-small-workplace-winners-2018/4yC6gLqnUFErmA1mQxL3hK/ According to the Sunday, March 4th edition of the Atlanta Journal and Constitution Top Workplaces Special Section, Peachtree Planning ranked 8th in the Small Business Category. There were more than 2,300 companies nominated or requested to participate in the 2018 […]

More
02 / 8 / 18

Congratulations to our 2017 Award Winners – honored at our annual Awards and Appreciation Luncheon – February 2, 2018 at Ansley Golf Club!

Like a circle, the pursuit of excellence has no end. We salute our 2017 Award Winners for their unwavering commitment to outstanding personal performance. Our firm’s achievements are shaped by the strength of the foundations we set. Thank you for your commitment to excellence!

More
02 / 7 / 18

Clay McDowell Named a Top Advisor Under 40 by NAIFA Birmingham on Feb. 6th, 2018!

Congratulations to Clay McDowell named a Top Advisor Under 40 by NAIFA-National Association of Insurance and Financial Advisors Birmingham at their luncheon yesterday! Inky Johnson was a guest speaker at the Awards Event. Look for a full article to be published in the March edition of the Birmingham Business Journal.

More
10 / 13 / 17

Peachtree Planning is proud to once again be recognized on The List of Top Financial Planners in 2017 by the Nashville Business Chronicle!

Peachtree Planning is proud to once again be recognized on The List of Top Financial Planners in 2017 by the Nashville Business Chronicle! https://www.bizjournals.com/nashville/news/2017/10/11/top-of-the-list-nashvilles-biggest-financial.html

More
09 / 26 / 17

Peachtree Planning Named A Top Financial Planning and Advisory Firm in 2017 by the Atlanta Business Chronicle!

Peachtree Planning is proud to once again be recognized as a Top Financial Planning and Advisory Firm in 2017 by the Atlanta Business Chronicle!

More
09 / 22 / 17

Peachtree Planning Named One of Atlanta’s Best Places to Work in 2017 by the Atlanta Business Chronicle!

Ranked by overall survey scores, Peachtree is thrilled to once again be named one of Atlanta’s Best Places to Work in 2017 by the Atlanta Business Chronicle! https://www.bizjournals.com/atlanta/news/2017/09/14/2017-best-places-to-work.html

More
07 / 18 / 17

The Results Are In – Peachtree Recognized as a Daily Report’s Best Wealth Management / Financial Advising Firm in 2017!

Proud to share Peachtree Planning has been recognized again by the attorneys of Metro Atlanta as one of the best in the Daily Report’s Best of 2017 survey. Recognized as a Best Wealth Management / Financial Advising Firm! We were also inducted into the Daily Report’s “Hall of Fame” for our recognition as repeatedly receiving […]

More
06 / 28 / 17

Sarah Dozier, Vice President – Recognized by NAIFA Atlanta as a 2017 Top Female Advisor!

Sarah Dozier, Vice President – Recognized by NAIFA Atlanta as a 2017 Top Female Advisor! We are lucky and thankful to have Sarah on our team. http://www.naifa-atlanta.org/documents/2017-ABC-NAIFA-Atlanta-Top-Female-Advisors.pdf

More
06 / 26 / 17

Peachtree Planning Awarded Nashville’s Top Small Workplace and Special Award for Ethics by the Tennessean!

Tennessean Awards Peachtree Planning Nashville’s Top Small Workplace and Special Award for Ethics! http://www.tennessean.com/…/nashville-top-workpl…/396715001/   http://www.tennessean.com/story/money/2017/06/23/nashville-top-workplaces-people-come-first-peachtree-planning/396715001/  

More