Financial planning the way
you've always wanted it...

678.466.6956


Do you have a financial partner you can trust – one  who values your relationship? Are you still attempting to manage it all on your own? Terra Firma Financial provides fee-only financial planning and investment counsel, empowering our clients to achieve life goals while maintaining peace of mind about their financial futures.

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What do we do?

Terra Firma Financial provides fee-only financial planning and investment counsel to individuals and families in the mid-Atlantic and Southeast United States. Because we're a fee-only firm, you never have to worry that a decision is in "our" best interest rather than in "yours." Your interests are ours. Our mission is to ensure you have identified your life goals and are making strategic decisions in pursuit of those goals.
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Who do we serve?

Our clients are as varied as the goals that we help them to pursue. They are executives, physicians, surviving spouses, and professionals across a wide variety of vocations who are concerned with accumulating, protecting and/or distributing their wealth. We craft our recommendations to each client's individual circumstance. Unsure if we can help? We welcome the opportunity to discuss your unique needs with you.
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Financial Goal Setting | Personal Wealth Forecasting | Investment Management | Tax Planning | Estate Planning | Charitable Gift Planning