Minerva Planning Group Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We provide comprehensive planning and investment management services, and we also work with clients on an hourly basis.

We provide clients comprehensive financial planning and wealth management. At Minerva, comprehensive financial planning is a process that starts with clarifying client goals. Once this is complete, we develop a cash flow projection based on financial goals, resources and the investment strategy. Wealth management is an extension of the comprehensive financial plan. For our wealth management clients, we implement the plan and provide ongoing investment management and planning advice.

Find Minerva Planning Group employees' phone numbers or email addresses

Minerva Planning Group Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Europe
1

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  • Spain
    1

Minerva Planning Group's Leadership

  • Stylized image of a person
    M. P.
    Owner
    Phone icon
  • Stylized image of a person
    C. B.
    Paraplanner
    Phone icon
  • Stylized image of a person
    M. A.
    Client Service Associate
    Phone icon

Contact profiles from Minerva Planning Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. P.
    Owner
    Phone icon
    United StatesGeorgia
    Oct 23, 2025
  • Stylized image of a person
    C. B.
    Paraplanner
    Phone icon
    United StatesNorth Carolina
    Oct 18, 2025
  • Stylized image of a person
    M. A.
    Client Service Associate
    Phone icon
    United StatesTennessee
    Oct 22, 2024

Frequently Asked Questions

What is Minerva Planning Group known for?

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Minerva Planning Group was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 315 West Ponce de Leon Avenue, Suite 956. Explore Minerva Planning Group's company overview page for more information.

What is Minerva Planning Group's most common email format?

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

How many employees does Minerva Planning Group have currently?

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Minerva Planning Group has approximately 4 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Minerva Planning Group's key employees and leadership?

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As of December 2025, Minerva Planning Group's key employees include:

  • Owner: M. P.
  • Paraplanner: C. B.
  • Client Service Associate: M. A.

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