Magellan Planning Group, Inc. Email Format

Financial ServicesGeorgia, United States2-10 Employees

Magellan Planning Group, Inc. is a financial services firm based in Atlanta, Georgia, that brings together financial, legal, and tax professionals to pursue holistic solutions for wealth preservation and retirement planning. As a U.S. SEC Registered Investment Advisor, the company appears to operate at the intersection of advisory, legal, and tax guidance, aiming to coordinate multiple disciplines under one roof for clients. Its target market includes individuals seeking integrated planning to address long-term financial security and retirement needs, with the model centered on addressing complex, multi-faceted wealth management concerns. The firm emphasizes proximity to its clients through a Northeast Atlanta location and positions itself within the broader advisory industry as a multidisciplinary resource for comprehensive planning, rather than offering isolated financial products. The company is based in Atlanta and is relatively small in size, reflecting a specialized, boutique approach to wealth planning.

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