Pivotal Planning Group, LLC is an independent, fee-only wealth management firm headquartered in Atlanta, Georgia. Registered as an Investment Adviser with the U.S. Securities and Exchange Commission, the company operates as a fiduciary, prioritizing its clients' best interests. Their services encompass comprehensive financial planning, investment management, and small business consulting, aimed at helping individuals, families, and business owners navigate significant financial decisions and achieve their long-term goals. The firm was founded to provide objective advice without the conflicts of interest associated with commission-based models.

Founded in

United States