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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Magnolia Financial Group

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United States
Roswell, GA
Magnolia Financial Group

Financial Planning
Investments
Insurance
College Funding
College Savings
Stocks
Bonds
Mutual Funds We believe the financial planning process is an evolution.

At Magnolia Financial Group, we’re focused on helping people plan for what matters most. We understand the challenges that families and small businesses face balancing financial needs with real life, and we look out for your best interests with skill, care, and an eye to the future. Whether you’re just starting the journey towards wealth-building and retirement, in need of a financial strategy spe

cific to your business, or simply looking for good guidance along the way, our financial planning process helps bring clarity to the important things. Together we evaluate your goals, resources, and key concerns so we can work towards building a plan that matches your needs. Just like a tree starts growing from seed beneath the ground, pushing its way up, down, and around to become established, a good financial plan can anchor and prepare your family as life unfolds. Our strategies are personalized, our team is experienced, and dedicated financial planning is what we know. Expect hugs, not just handshakes when you walk through the door, and get used to the idea of being treated like family. Securities offered through LPL Financial, Member www.finra.org & www.sipc.com. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC and Magnolia Financial Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.mfgplanning.com

01/31/2020

Please join me in welcoming Armistead Burwell to our team! Very excited to have his expertise and stewardship for our clients!

01/30/2020

Excited to welcome Armistead Burwell to the Magnolia Financial Group Family! Read all about it at https://conta.cc/2UaVVg0

07/13/2018

Our Chief Investment Officer in training, Hunter Adams, is setting todays price on pork bellies like a young Billy Ray Valentine.

05/03/2018

For retirement, income matters as much as savings. Create a worst case scenario to cover the essentials and ask yourself if your plan includes important things like "Beer & Burger" Money.

Early on in my career I envisioned a sound Retirement Plan as an overflowing vault. I’d think of a childhood cartoon, Duck Tales, and Scrooge McDuck

04/11/2018

Using old tax documents to start your spring bonfire? Be careful. Gleeful Burners, please note: I take extra precaution to make sure I’m not sending something the IRS requires I keep to a fiery grave, and you should, too.

I love spring. The bland winter slumber is over, and nature’s confetti fills the air with vibrant colors, smells, and sounds. Temperatures are gre

03/12/2018

Christmas in Spring? Bah Humbug!

It happens around this time every year. Flowers bloom, yellow blankets of pollen drape like curtains on our vehicles, NCAA bracket pools run amuck th

12/13/2017

We're collecting toys until Friday 12/14! Drop off your new, unwrapped toy to our office!

Don't forget to drop off your new, unwrapped toys to our lobby for the annual Toys For Tots Drive by this Friday. Tomorrow we're hosting our annual Holiday Potluck with 2 Marines in attendance, to help us celebrate the season and honor the amazing effort made by the USMC every year to ensure every child gets a toy at Christmas!

10/20/2017

The decision to trust someone with your hard-earned money is very personal. Consider these five criteria before you begin your relationship.

10/15/2017

Magnolia Financial Group is a proud sponsor of the Cowart Family - Ashford Dunwoody YMCA 2nd Annual Mission Miler 5k & 1M Fun Run. For more information on participating with us, contact Nikki Cape at (770) 353-6406.

10/03/2017

Thank you Timmy Teck, Matthew Crosswy, and Matt Conway!

We know firsthand that cancer sucks, and it's an honor to sponsor and play annually in the Jake Lyons Memorial 'Cancer Sucks' Golf Classic. This year

09/28/2017

Trent will be taking a road trip to St. Petersburg on October 4th to speak to graduating seniors about financial literacy.

Trent Adams, CFP® has been asked to lead a Q&A on Financial Literacy for graduating seniors at the University of South Florida St. Petersburg.

Address

143 Norcross Street
Roswell, GA
30075

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

(770) 353-6406

Website

http://www.mfgatlanta.com/

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