Independent Financial Advisor Serving Atlanta, Georgia

LifePlan Financial Advisors serves clients throughout the Atlanta metropolitan area from established offices in Newnan and Peachtree City, Georgia. Many Atlanta area clients prefer working with an independent, fee-based advisor with deep community roots who can meet in person or provide virtual consultations when convenient. Gwen Garrison has 28 years of experience serving Atlanta area families, business owners, and women navigating major financial transitions.

Comprehensive Financial Planning for Atlanta Families

As an independent financial advisor, LifePlan Financial Advisors provides personalized wealth management strategies tailored to your unique goals and circumstances. Unlike advisors tied to large financial institutions, we offer unbiased advice focused solely on your best interests.

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Our Atlanta Area Financial Services Include:

Retirement Planning

Create a roadmap to secure your financial future

Investment Management

Build and manage diversified portfolios aligned with your risk tolerance

Estate Planning Coordination

Work with your attorney and CPA to optimize your legacy strategy

Business Owner Financial Planning

Navigate the unique challenges of entrepreneurial wealth

Tax-Efficient Strategies

Minimize your tax burden while maximizing growth potential

Women's Financial Planning

Specialized guidance for major life transitions

Established Office Locations Serving Greater Atlanta

Peachtree City Office

2011 Commerce Drive N.
Peachtree City, GA 30269
770-328-2602

The Peachtree City office serves clients across the Atlanta metropolitan area, with many clients traveling from Buckhead, Sandy Springs, Marietta, and other North Atlanta communities who appreciate our established local presence and personalized approach.

Newnan Office

1 The Meadows Drive
Newnan, GA 30265
678-364-9677

Our Newnan location primarily serves clients throughout South Metro Atlanta, including Newnan, Peachtree City, Fayetteville, and surrounding communities. This office provides convenient access for Atlanta residents seeking comprehensive financial planning in a more personal setting.

Why Atlanta Clients Choose LifePlan Financial Advisors

Independent, Fee-Based Approach

As an independent financial advisor, we're not beholden to corporate quotas or proprietary products. Our fee-based model ensures our recommendations are always in your best interest.

Why Atlanta Clients Choose LifePlan Financial Advisors

Deep Community Roots

With nearly three decades serving the Atlanta area, we understand the unique financial landscape of our region. From navigating Georgia tax considerations to understanding local real estate trends, our local expertise adds value to every client relationship.

Why Atlanta Clients Choose LifePlan Financial Advisors

Personalized Service

Every financial plan is customized to your specific goals, timeline, and comfort level. We take time to understand your values and priorities, ensuring your financial strategy reflects what matters most to you.

Client Success Stories

Vicki S.

"Gwen is such an amazing person and very much invested in her clients financial concerns. Genuine and trustworthy 100%. Highly recommend!"

^{Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.}

Scott B.

"Gwen provides valuable guidance and keeps us on a path that protects our financial welfare. We appreciate everything she does for us, on both a personal and professional level. Thank you Gwen!"

^{Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.}

Vanessa G.

"Mrs Gwen is a wonderful person. She explains all the plans to us and give us lots of choices. Thank you for all that you do."

^{Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.}

Schedule Your Consultation Today

Take the first step toward achieving your financial goals. Whether you're planning for retirement, managing a windfall, or navigating a major life transition, LifePlan Financial Advisors provides the expertise and personalized attention you deserve.

Ready to get started?Schedule Your Consultation Todayor call (678) 364-9677 to discuss how we can help secure your financial future.

About Gwen Garrison, CFP®

With 28 years of experience as a financial advisor, Gwen Garrison brings deep expertise in comprehensive financial planning, retirement strategies, and investment management. As a CERTIFIED FINANCIAL PLANNER™ professional, she adheres to the highest ethical standards while providing personalized guidance to help Atlanta area families achieve their financial goals.

Gwen's approach combines technical expertise with genuine care for her clients' well-being, building long-term relationships based on trust, transparency, and results.