Seth Adams, CFP®

Seth Adams has been providing comprehensive financial advice to his clients since 2009.  He has held the CERTIFIED FINANCIAL PLANNER TM designation for over a decade and is a member of the local chapter of the Financial Planning Association.  He graduated with a B.A. in English from Rhodes College in Memphis, Tennessee.

Seth joins Peachtree Planning this year after working as a financial advisor and financial planner since 2005.  He will continue his role as a financial advisor in the Atlanta / Roswell Road Office.  He advises his clients on a variety of financial matters including retirement planning, investment planning and risk management.  Seth develops strategies to help individuals, families and businesses reach their goals as efficiently as possible.

Seth lives in Atlanta with his wife Kathryn and their two daughters Townsend and Madelyn.  Seth is a member of St. Anne’s Episcopal Church and also coaches his daughter’s soccer teams.  In his leisure time he enjoys cooking, playing golf, hiking with his family and anything football related.

Seth’s office is located at 5040 Roswell Rd. Atlanta, GA  30342.  His phone  number is 404-260-1631 and his fax number is 404-260-1731.  He can also be reached at seth.adams@peachtreeplanning.com.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
 Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road, Atlanta, Georgia 30342, 404-260-1600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian.  #2017– 43239 Exp. 06/2019
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© 2017 Peachtree Planning Corporation. ALL RIGHTS RESERVED

This material is intended for general public use. By providing this material, Peachtree Planning Corporation is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are agencies of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5040 Roswell Road, Atlanta, GA 30342, Phone #404.260.1600. PAS is an indirect, wholly-owned subsidiary of Guardian. Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are not affiliates or subsidiaries of PAS or Guardian.

Important Disclosures.
2015-10691 Exp 10/17

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