A photo of Ben Jacobs, founder and financial planner at Fully Financial in Athens, GA

Ben Jacobs

M.S., CFP®, EA, AIF®

Co-Founder + Financial Planner

Ben has been a practicing fee-only financial planner for nearly 10 years. In 2023, he co-founded Fully Financial to pursue his dream of opening his own financial planning firm and offering an even greater level of personal financial planning services to more people and families.

Prior to opening Fully, Ben worked at a midsize fee-only firm where he served as partner and chief financial officer, in addition to leading a financial planning team responsible for 200+ client households and managing the firm's primary office in Athens, Georgia.

Ben holds his CFP® and AIF® designations, is an Enrolled Agent licensed to practice before the IRS, and is a featured financial planner with Fee-Only Network. Committed to both his profession and his community, Ben currently serves on the board of directors for the National Association of Personal Financial Advisors (NAPFA) and Books for Keeps.

Ben is a "Double Dawg," having received both his master's degree in Financial Planning and bachelor's degree in Consumer Economics (summa cum laude with highest honors) from the University of Georgia.

While at UGA, he worked as a financial counselor at UGA’s ASPIRE Clinic, providing financial advice to the Athens underserved communities. He also served as a site coordinator with UGA's Volunteer Income Tax Assistance Program in Athens. Ben has also volunteered at The Ark, helping to provide financial education to community members.

Ben is a past president of the UGA Family and Consumer Sciences Alumni Association, past chair of the Young Alumni Council for the College of Family and Consumer Sciences, and past chair of NAPFA's Genesis Committee.

Ben grew up in Connecticut and Georgia and studied abroad in Costa Rica prior to landing in Athens. Ben is passionate about his three dogs, Roth IRAs, to-do lists, and of course, his family.

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Involvement + Recognition

Member, National Association of Personal Financial Advisors

Past President, UGA Family & Consumer Sciences Alumni Association

2021 New Professional Award, National Association of Personal Financial Advisors

2022 Thomas E. Cochran Distinguished Service Award, UGA Financial Planning

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Education

University of Georgia

Master of Science
Financial Planning

Bachelor of Science
Consumer Economics

CERTIFIED FINANCIAL PLANNER™ Professional, Enrolled Agent, Accredited Investment Fiduciary™, NAPFA-Registered Financial Advisor, NAPFA DEI Certified

contact

Contact

ben@fullyfin.com

706-389-8426

244 E Washington St, Athens, GA 30601

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