Financial Planning & Investment Management for
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Who We Serve
Tailored planning for the stages that matter most.
In or Near Retirement
Turn your savings into a steady retirement paycheck. We help you create a tax-smart income plan so you can do more of what you like and less of what you don’t.
Big Four Partners & Directors
From independence rules to complex benefit packages, we’ll help you maximize your wealth and time, whether that’s inside or outside the firm.
Mid-Career Professionals
In your peak earning years, life can feel like a balancing act. We help you grow wealth, manage family goals, and create options for the future.
The Chattahoochee Difference
Fee Only & Fiduciary
Advice you can trust. As a fee-only fiduciary, we never take commissions or kickback. Our only job is to act in your best interest.
Expertise Matters
CPA. CFA®. CFP®. Advanced expertise means your financial plan is guided by deep tax knowledge, smart investment strategies, and holistic planning so you can move forward with confidence.
Execution Focused
It doesn’t matter what you know — it matters what you do! From recommendation to implementation, we guide you until every step is complete.
Boutique Service
Personalized, not cookie-cutter. We tailor strategies to your unique goals and adjust them as your life and the markets evolve.
Real Tax Planning
Integrated tax planning with every decision. We help you minimize surprises, reduce your lifetime tax bill, and keep more of your money working for you.
Coordination with Other Professionals
Goodbye, siloed advice. We collaborate with your attorneys, CPAs, and insurance pros, so every part of your financial life works together seamlessly.
Meet remotely
We’re here to help you achieve your ideal life. Adding Atlanta traffic to the mix feels counterproductive.
Meet Nick
Nick Fazio, CPA, CFA, CFP®