Fully Financial

Athens, Georgia

5.0 (54 reviews)
Call (706) 389-8426 Visit website →

About

Fully Financial is a fee-only fiduciary advisory firm in Athens, Georgia, offering financial planning and investment management services. The firm is led by co-founders Ben Jacobs and Cody Nichelson and staffs CFP® professionals who provide comprehensive planning across retirement, tax strategy, and portfolio management without asset minimums. Services include goals-based planning, daily portfolio monitoring with dynamic rebalancing using low-cost investments, and concierge coordination with tax and estate professionals. The firm employs evidence-based investment strategies tailored to individual risk tolerance and uses a long-term approach that incorporates tax-loss harvesting and adjustments as circumstances change.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-4PM, Saturday: Closed
SEC registered
No
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