Halcyon Wealth Management, LLC | Investment Services
Coupons for Halcyon Wealth Management, LLC
Halcyon Wealth Management, LLC, is a fee-only financial planning firm in Peachtree City, Georgia, serving the Atlanta area. As a fee-only firm, the firm is not paid commissions, does not accept fees of any kind from any product providers, and does not sell any insurance products. The firm is a Registered Investment Advisor with the state of Georgia. As a fiduciary, it is my duty to be a true advocate for my clients and to always put your best interests first.
My name is Carol Berger and I am the owner and President of the firm. I am a CFP® professional and also hold the Accredited Domestic Partnership Advisor℠ designation. I am a member of NAPFA (National Association of Personal Financial Advisors) and FPA (Financial Planning Association).
I established the firm with two things in mind - to provide objective, unbiased advice and seamlessly remove some of the complexities and stress from people's lives. Bring more peace and calm into your life by letting Halcyon Wealth Management worry about all the details - from providing a long-term, passive investment strategy to ensuring the assets you have worked so hard to accumulate are protected! It is so important to have a plan in place. Implementing a comprehensive financial plan is like working a jigsaw puzzle.... the picture becomes clearer by making sure all the 'pieces' fit.
With Halcyon Wealth Management you will get a personalized approach and service. No two individuals or couples are alike and your financial plan should be tailored to you and your goals.