Legacy Planning Advisors, LLC. - Atlanta Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Our Mission
We will bring biblical financial and life principles and influence to all whom God brings our way, being transformation agents in our clients’ lives for greater impact and freedom, and bringing a sense of clarity, confidence, and capability.

Securities offered through The Strategic Financial Alliance (SFA), a registered broker-dealer, member FINRA, SIPC. Financial planning services offered through Legacy Planning Advisors, LLC  (LPA), a registered investment advisor. Certain professionals of LPA are representatives of SFA, which is otherwise unaffiliated with LPA.  Investments in securities involve risk, including the potential loss of principal invested.  We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly.  Do not post personal, account or transaction information anywhere on this site.  Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.

Find Legacy Planning Advisors, LLC. - Atlanta employees' phone numbers or email addresses

Legacy Planning Advisors, LLC. - Atlanta Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Legacy Planning Advisors, LLC. - Atlanta's Leadership

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    P. G.
    Wealth Advisor, Partner
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    C. P. G.
    Wealth Advisor, Partner
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    B. A.
    General Manager
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    S. H.
    Financial Planning Associate
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    D. B.
    Planning Associate
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    S. H.
    Financial Advisor
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    S. C.
    Marketing Event Planning And Client Relations
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    W. S.
    Chauffeur
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Legacy Planning Advisors, LLC. - Atlanta Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Legacy Planning Advisors, LLC. - Atlanta

Name
Title
Contact Info
Location
Last Update
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    P. G.
    Wealth Advisor, Partner
    Phone icon
    United StatesGeorgia
    Feb 16, 2026
  • Stylized image of a person
    C. P. G.
    Wealth Advisor, Partner
    Phone icon
    Jul 01, 2024
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    B. A.
    General Manager
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    UNITED STATES
    Aug 04, 2023
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    S. H.
    Financial Planning Associate
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    United StatesGeorgia
    Jan 28, 2026
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    D. B.
    Planning Associate
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    Oct 25, 2025
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    S. H.
    Financial Advisor
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    United StatesGeorgia
    Oct 22, 2024
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    S. C.
    Marketing Event Planning And Client Relations
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    W. S.
    Chauffeur
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    J. H. H.
    Partner And Director Of Operations At Legacy Planning Advisors, Llc. - Atlanta
    Phone icon
    United StatesGeorgia
    Feb 17, 2026

Frequently Asked Questions

What is Legacy Planning Advisors, LLC. - Atlanta known for?

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Legacy Planning Advisors, LLC. - Atlanta was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 5400 Laurel Springs Parkway Suite 101 Suwanee, Georgia 30024 United States; you can contact the main corporate office by phone at . Explore Legacy Planning Advisors, LLC. - Atlanta's company overview page for more information.

What is Legacy Planning Advisors, LLC. - Atlanta's most common email format?

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Legacy Planning Advisors, LLC. - Atlanta employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Planning Advisors, LLC. - Atlanta email formats with LeadIQ.

How many employees does Legacy Planning Advisors, LLC. - Atlanta have currently?

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Legacy Planning Advisors, LLC. - Atlanta has approximately 7 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Legacy Planning Advisors, LLC. - Atlanta's key employees and leadership?

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As of March 2026, Legacy Planning Advisors, LLC. - Atlanta's key employees include:

  • Wealth Advisor, Partner: P. G.
  • Wealth Advisor, Partner: C. P. G.
  • General Manager: B. A.
  • Financial Planning Associate: S. H.
  • Planning Associate: D. B.

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