financial advisor in athens, ga

Financial planning and advice
to help you live fully.

Your dreams don’t have to wait until you retire. With full-service financial planning and unbiased advice, we’ll help you get where you want to be tomorrow while living fully today.

financial advisor in athens, ga

Financial planning
that helps you
live fully.  

Your dreams don’t have to wait until you retire. With full-service financial planning and unbiased advice, we’ll help you get where you want to be tomorrow while living fully today.

Ben Jacobs and Cody Nichelson from Fully Financial sit together at a conference room table

Get a financial plan
that’s fully yours.

Goals, dreams, and plans. Everyone has them, but no two are exactly the same. As your trusted fiduciary, financial advisor, and personal CFO, we’ll bring all the pieces together to build a plan that’s fully yours.

Start maximizing your financial outcomes
Schedule a no-cost consultation to see if we’re the right financial advisor to help you navigate your financial journey.
Schedule Your Consultation
fully financial vs. the rest

The Fully Difference

You need a financial advisor who is actually going to help you — not push products or chase commission checks. With Fully, you’ll get high-touch, personalized service from a fiduciary financial planner who’s always focused on what’s best for you.

Personalized, white-glove service

Unbiased financial advice

CFP® professional — the gold standard of financial planning certifications

Fiduciary 100% of the time

Comprehensive and  personalized goals-based planning

Investment portfolio design and implementation

Low-cost, tax-efficient investments with broad diversification

Tax planning to reduce lifetime taxation

Transparent, competitive, and all-inclusive pricing

No minimum asset requirements

Unlimited adjustments and ongoing financial advice

A personal CFO for your household

The Typical Advisor

Generic planning

Standard portfolio design and management

Not always a CFP®

Not always a fiduciary

Not always formally educated in financial planning

Commission-based sales incentives

Competing loyalties between clients and broker-dealers

Limited investment options and proprietary products

No tax-loss or tax-gain harvesting strategies to reduce taxation

Does not manage employer-sponsored retirement plans like 401(k)s

$1,000,000+ asset minimum requirement

1-2 engagements per year

Meet Your Team

Fully Co-Founders Ben Jacobs and Cody Nichelson took their years of experience in the financial planning industry to create a more personalized and service-minded approach to working with clients.

We believe everyone can benefit from having an unbiased and trusted financial partner. While many larger firms require you to have at least $1,000,000 before working with them, Fully has no asset minimum requirement. As a local boutique firm, we’re bringing goals-based, fiduciary financial advice to more people. 

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.
Financial planning can be complicated and time-consuming. Let us do the heavy lifting, so you can focus on what matters most while being fully prepared for whatever comes next.
Schedule Your Discovery Meeting