About Us

As an independent firm, our only commitment is to you, the client. We have no obligations to product manufacturers, marketing organizations or home offices that allows us to remain objective. Our sole focus is serving our clients by acting in their best interest at all times.

Our advisors provide financial planning and investment advice based on a thorough understanding of your unique circumstances and needs. We offer the benefit of our experience, education and professional training to help people pursue their financial goals.

At Peachtree Wealth Strategies, we care about people and their plans for the future. Our job is to help our clients, their families and their businesses address their long-term financial goals by helping them work to grow, protect, manage and transfer their wealth.

We customize our approach to each client by helping you develop a carefully crafted financial plan that can pursue your objectives. In many cases this can also save you and your heirs from incurring avoidable taxes and other costs.

We have particular expertise in serving business owners, as they seek to provide benefits that can help them secure their own financial future as well as attract and retain key employees. We help you maximize tax advantages and work to protect your wealth. We can help you structure and manage employee compensation and benefits programs including qualified and non-qualified retirement plans, deferred compensation and others.

We bring together a team of professional advisors on your behalf that include specialists in Elder Care planning, Special Needs planning, life insurance and risk management. Working collaboratively, these professionals will help you develop an integrated strategy that considers your unique financial planning objectives, your priorities and your values.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Your interests are our sole Focus. Our independence allows us to craft a plan that works specifically for you. We implement every plan by carefully selecting the best from the market's providers of financial services.

The Bay Financial Associate team has been providing financial advice and services since 1951. Our experience – with many different types of clients through various market environments – gives us the perspective and knowledge to serve you effectively.