3101 Towercreek Parkway Southeast
Atlanta Planning Group is a full-service financial group committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. By our providing sound information, we believe you will be better able to identify your goals. The sooner you identify them, the sooner we can help you reach them.
Please call if you have any questions about my group or the range of financial products and services I provide. My group has a relationship with a variety of financial services companies. This relationship enables us to help build comprehensive solutions to your challenges.
At our firm, our teamwork approach adds a broader perspective to all we do. We believe this approach only provides increased benefits to our clients.
We can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach designed to address your individual situation.
(404) 816-1153 x320
Grace Hayden is the most recent addition to Atlanta Planning Group, a selective group of 9 advisors who value their commitment to their clients. Maintaining the integrity and excellence of Atlanta Planning Group is Grace's goal through her dedication to building comprehensive wealth management strategies to suit each of her clients' financial paths. By establishing and maintaining good relationships with her clients, Grace is able to set up her clients' accounts based on their needs, goals, and objectives.
In addition to being a familiar face around Atlanta Planning Group, thanks to her experience working with us throughout college, after obtaining two bachelor's degrees in Economics from the University of Venice - Ca' Foscari and Georgia State University, Grace went on to work for some of the most well-known names in the financial industry including Jackson National and Invesco, a global asset manager headquartered in Atlanta. In Grace's spare time she enjoys hiking, rock climbing, traveling and exploring Atlanta's culinary scene.
The Cetera Financial Group’s Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of the advisor by any client.Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC, a broker/dealer and a registered Investment Advisor. Cetera is under separate ownership from any other named entity.The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. The Five Star award is not indicative of the wealth manager’s future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
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Buddy has been helping his clients protect and grow their assets since 1985. He values the relationships he has with his clients and believes each individual is unique. He invests the time to clearly understand each client’s risk tolerance, goals and the time frames for meeting them.
Buddy uses his broad knowledge of financial instruments to find the appropriate strategy to help meet his clients’ objectives. He listens to and engages clients in discussions to understand their needs, and uses clear reality-based examples to explain complex financial concepts.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.