Fiduciary Financial Advisor in Athens, GA

Financial planning
that empowers you
to live fully.

Full-service financial planning and investment management to help you organize and optimize your financial life, so you can have clarity and confidence in every money decision you make.

Fiduciary Financial Advisor in Athens, GA

Financial planning
that empowers you to
live fully.

Together, we’ll organize and optimize your financial life so you can have clarity and confidence in every money decision.

Two women sitting outside and laughing together

Get a financial roadmap
that’s fully yours.

Your financial plan should be all about you, not some cookie-cutter, computer-generated report. We'll get to know what matters to you, so we can design and deliver financial advice that aligns your spending and savings with your goals, values, and priorities.

Advisors who actually put you first. Finally.

You deserve an advisory team with an audacious passion for adding value to your life, not pushing products or chasing commissions. At Fully, you’ll get high-touch, responsive service from advisors who are always focused on what’s best for you.

Fee-only, transparent, and all-inclusive pricing

Guidance from a CFP® professional — the gold standard of financial planning certifications

Fiduciary 100% of the time

Comprehensive goals-based financial plan

Daily portfolio monitoring and dynamic rebalancing

Low-cost, tax-efficient investments with broad diversification tailored to your risk tolerance

Advisory services for all your investment accounts — including your 401(k)

No minimum asset requirement

Unlimited adjustments and on-demand advice

Concierge services, such as collaborating with your tax accountant and estate attorney

What You Avoid:

Commission-based sales incentives and hidden fees

Working with an advisor who is not a CFP® professional or formally educated in financial planning

Working with an advisor who cannot commit to acting as your fiduciary at all times

Generic, templated financial planning and advice

Time-based portfolio rebalancing

Limited investment options and proprietary products, sometimes with high underlying costs

Being left on your own to manage your employer-sponsored retirement plan, like 401(k)s

$1,000,000+ asset minimum requirement

A limited number of live engagements

Say hello to your personal CFO

Protect, grow, and enjoy your savings.

Working with a trusted financial advisor is an investment in your quality of life and your peace of mind, allowing you to spend less time thinking about money and more time focused on what matters most to you.

Save time and gain peace of mind by working with a trusted advisor.

Here's what you can expect when you work with Fully.

Your financial roadmap

Clarity, confidence, and direction for every financial decision you face.

Proactive tax planning

Strategies to optimize your after-tax return and minimize your lifetime taxation.

Personal CFO

CFP® professionals quarterbacking core areas of your financial life.

A sounding board

Steady, objective partners to help you take the guesswork out of your finances.

Get the level of service you want and deserve from an advisory team that's committed to earning your trust, adding value to your life, and bringing you greater peace of mind.

Time savings

We'll focus on the "money stuff," so you can focus on what matters most to you.

Responsive service

An advisory team that responds quickly whenever you need us.

Partnering with you, every step of the way.

Guided by their belief that thoughtful planning and fiduciary advice can ignite meaningful, life-changing impact, Fully co-founders Ben Jacobs and Cody Nichelson designed a boutique firm that prioritizes high-touch, human-centered client service.

At Fully, we believe the right relationships can help build anything. That's why we treat our clients like family. Working together, we'll cover everything your money touches, so you have clarity and confidence in every financial decision.

Get to know Fully →

Ben Jacobs from Fully Financial sitting at a conference room table presenting to a client
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Together, we'll help you live fully.
You don't have to handle your finances all on your own. As a partner on your financial journey, we'll be here every step of the way — so you can focus on what matters most while being fully prepared for what comes next.
Get started today