family on lake

Simplify Your Life

Helping You Clarify Your Life Goals

Taking time to understand yourself in regards to how you relate to money is the first step. Clarifying your resources and goals helps to plan your financial success and security for your family.

Our responsibility is to go beyond responsiveness to anticipation, and in doing so attain a deep understanding of:

  • What's important about money to you
  • How your wealth can serve your values

We are here to help you formulate and articulate your goals and thereby simplify your life in the process.



“The future belongs to those who believe in the beauty of their dreams…”

- Eleanor Roosevelt

Nestled in the foothills of the Appalachians, North Georgia Wealth Management Group is a thriving independent investment planning practice in Dahlonega, GA.

The practice specializes in serving pre-retirees and retirees with fee-based financial planning focusing on wealth accumulation, income distribution, and wealth transfer strategies through LPL Financial.

Clients include long-time residents, as well as business owners and individuals drawn to the natural beauty of Northern Georgia as a retirement destination.

Take control of your financial future!

Let's Make a Plan