For The Families We Serve

We help the families we serve make and manage major financial decisions beyond just investments, such as buying a house or a car. They always know they have a specific person to talk to and that our entire group is very responsive to their needs, requests and questions.

Designing Your Exit

close up of two hands shaking

Educating Your Next Generation

Saving for "I Do"

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Making Vacation A Home

exterior of large mountain house by lake

Unearthing Your Wanderlust

Overview shot of ocean and island from a plane window

Getting Your Dream Under Weigh

exterior of boat on open ocean

Finding The Accelerator

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Turning Camping Into "Glamping"

RV and truck next to rocks and water

At Your Service

  • We are located in the Riverwood 100 Building
  • 3350 Riverwood Parkway, Suite 1500
  • Atlanta, GA 30339
  • Phone: 770.432.7787
  • Fax: 770.432.7789
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Extraordinary Emphasis on Planning and Personal Service

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
finoBlue Planning Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ , CFP®, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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