Fully Financial is a boutique financial planning and investment management firm in Athens, Georgia.
We provide full-service financial planning, portfolio management, and ongoing advice to help people get where they want to be tomorrow while living fully today.
At Fully, we look at every aspect of your financial life and truly get to know what matters most to you — your goals, your values, and your passions. With this in mind, we curate a personalized financial roadmap that covers everything your money touches.
Our services include retirement planning, investment portfolio design and management, cash flow planning, debt management, tax planning, risk management and net worth protection, education and college savings planning, estate planning, and ongoing financial advice.
Co-founders Ben Jacobs (CFP®, EA, AIF) and Cody Nichelson created Fully with the belief that everyone — regardless of the size of their investment portfolio — can benefit from access to a fee-only, fiduciary financial planner.
Fully exists to provide real financial advice that helps more people live their lives to the fullest.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 295 W Clayton St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.fullyfin.com
- Keywords
- Financial Planning, Investment Management, Retirement Planning, Tax Planning, Estate Planning, Debt Management, Cash Flow Management, Risk Management, Net Worth Protection.
- HQ
- Athens, Georgia
Fully Financial Questions
Fully Financial's website is http://www.fullyfin.com
Fully Financial's LinkedIn profile is https://www.linkedin.com/company/fullyfinancial
Fully Financial has
3 employees.
View email and phone details for 3
employees at Fully Financial.
Fully Financial's industry is
Financial Services
Fully Financial's top competitors are
Motus Wealth,
Elwood & Goetz Wealth Advisory Group,
Consumer Voice,
Happy Tax,
Double Eagle Wealth Management,
Cannon Financial Strategists, Inc.,
Wealth Enhancement,
Canopy Asset Management,
6 Degrees Wealth,
Stearns Retirement Group.
Fully Financial's categories are Financial Services
Fully Financial's founding year is 2023
