Insights

Strong Market Presence Peachtree Planning has established a solid reputation since 1987 as a leading firm providing comprehensive wealth management and financial planning services, serving a large client base across the Southeast, which indicates potential for expanded service offerings and cross-selling opportunities.

Recognition and Awards The company has received multiple accolades such as Top Workplaces and Best Places to Work, demonstrating a positive organizational culture that can attract partnerships and collaborative ventures within the financial services industry.

Modern Technology Stack Utilizing advanced tools like Cloudflare CDN, Amazon S3, and FMG Suite suggests an openness to digital solutions and a potential interest in innovative financial technology products to enhance client engagement and operational efficiency.

Growth and Revenue With a revenue range of up to $500 million and a sizable team of 51-200 employees, Peachtree Planning represents a substantial target for premium service providers and technology upgrades, offering opportunities for high-value contracts.

Industry Leadership Being recognized as one of the largest financial planning firms and maintaining a focus on strategic financial solutions positions Peachtree Planning as a potential partner or client for industry-specific consulting, investment products, or advisory platforms.

Peachtree Planning Corporation Tech Stack

Peachtree Planning Corporation uses 8 technology products and services including Amazon Web Services, Unpkg, cdnjs, and more. Explore Peachtree Planning Corporation's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Unpkg
    Content Delivery Network
  • cdnjs
    Content Delivery Network
  • Twemoji
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics

Peachtree Planning Corporation's Email Address Formats

Peachtree Planning Corporation uses at least 1 format(s):
Peachtree Planning Corporation Email FormatsExamplePercentage
First.Last@peachtreeplanning.comJohn.Doe@peachtreeplanning.com
78%
First_Last@peachtreeplanning.comJohn_Doe@peachtreeplanning.com
19%
FLast@peachtreeplanning.comJDoe@peachtreeplanning.com
2%
First.Middle@peachtreeplanning.comJohn.Michael@peachtreeplanning.com
1%

Frequently Asked Questions

Where is Peachtree Planning Corporation's headquarters located?

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Peachtree Planning Corporation's main headquarters is located at 5600 Glenridge Drive Northeast Suite 600 Atlanta, Georgia United States. The company has employees across 2 continents, including North AmericaEurope.

What is Peachtree Planning Corporation's phone number?

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You can contact Peachtree Planning Corporation's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Peachtree Planning Corporation's official website and social media links?

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Peachtree Planning Corporation's official website is peachtreeplanning.com and has social profiles on LinkedIn.

What is Peachtree Planning Corporation's NAICS code?

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Peachtree Planning Corporation's NAICS code is 52 - Finance and Insurance.

How many employees does Peachtree Planning Corporation have currently?

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As of June 2026, Peachtree Planning Corporation has approximately 169 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: D. D.Ceo Emeritus: C. D.Chief Financial Officer And Chief Operations Officer: A. F.. Explore Peachtree Planning Corporation's employee directory with LeadIQ.

What industry does Peachtree Planning Corporation belong to?

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Peachtree Planning Corporation operates in the Financial Services industry.

What technology does Peachtree Planning Corporation use?

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Peachtree Planning Corporation's tech stack includes Amazon Web ServicesUnpkgcdnjsTwemojiJSON-LDModernizrPHPGoogle Analytics.

What is Peachtree Planning Corporation's email format?

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Peachtree Planning Corporation's email format typically follows the pattern of First.Last@peachtreeplanning.com. Find more Peachtree Planning Corporation email formats with LeadIQ.

When was Peachtree Planning Corporation founded?

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Peachtree Planning Corporation was founded in 1987.

Peachtree Planning Corporation

Financial ServicesGeorgia, United States51-200 Employees

Peachtree Planning provides comprehensive financial guidance to individuals, families, and business owners. We help clients create, implement, and maintain personalized strategies designed to help maximize their time, money, and long-term impact.

We work with individuals, families, and business owners at all stages of life—from those just getting started to those planning for retirement and beyond. Our clients are looking for a long-term relationship to help them make confident financial decisions.

Peachtree Planning is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.  OSJ: 5600 Glenridge Drive, Suite 600 East, Atlanta, GA  30342, ph#  404.260.1600, PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS.  Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 8894313.1 Exp. 4/28

Section iconCompany Overview

Headquarters
5600 Glenridge Drive Northeast Suite 600 Atlanta, Georgia United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1987
Employees
51-200

Section iconFunding & Financials

  • $250M$500M

    Peachtree Planning Corporation's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    Peachtree Planning Corporation's revenue is estimated to be in the range of $250M$500M

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