About

CPA Financial Planning, LLC is a registered investment advisor and financial planning services company owned by CPA and Certified Financial Planning professional, G. Marvin Bales, CPA, CFP®.

We focus on comprehensive personal financial planning and wealth management services for individuals and families.

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CPA Financial Planning, LLC is a registered investment advisor located in the Atlanta metro area, but with clients all across the USA. We focus on comprehensive financial planning and wealth management services for individuals and families, particularly those who are retired or are planning to retire in the next few years.

Our main focus is to help people become financially independent (or stay financially independent) by maximizing what you are doing with your money, and minimizing mistakes.

A couple of other things that are important to us…

Our main job is to help you make informed decisions about your finances that feel right to you. It isn’t about us trying to sell you a product – so you can relax.
Also, whatever we do needs to feel right to you and you have our promise that we don’t want you to ever do anything that doesn’t feel right to you!

Does that sound like a fair approach?

Our Company Mission & Client Vision

Help our clients make smart decisions.

Serve our clients with high integrity.

Always place our clients’ interests first.

Mission

Our mission is to help individuals and families make smart financial decisions that will lead them to living a more happy and financially stress-free life.

We recognize that our clients are not financial experts, so it is our duty to educate them on the best financial options they have so that they (with our help) can make the best decisions for their unique set of financial circumstances.

Vision

Our vision is to serve our clients with such a high degree of integrity that they always feel 100% confident in the decisions they make about their finances. We want to be considered as virtual “partners” in our clients’ personal financial success.

Values

The interests of our clients always come first in whatever recommendations we make. We take this fiduciary responsibility seriously and will never compromise our position as our client’s most trusted advisor.

G. Marvin Bales, CPA, CFP®

G. Marvin Bales is the CEO and owner of CPA Financial Planning, LLC and serves as the registered investment advisor representative and financial planner of the firm. He is also a partner in the CPA firm, Fricke & Associates, LLC. He became a licensed Certified Public Accountant (CPA) in 1988, and is also a Certified Financial Planner™ professional (CFP®) and a Certified Tax Coach (CTC).

He provides comprehensive financial planning, wealth management, investment advisory, retirement income, insurance and tax planning services to select clients from all across the USA.

Marvin also holds life & health insurance licenses in certain states where his clients reside. With these licenses, he is able to complete his offering of complete, coordinated financial services to his clients by providing life insurance, annuity, and long-term care insurance products if needed.

He received his bachelor’s degree in Financial Management from Clemson University, and in the last 30+ years has taken over 40 hours per year in continuing professional education courses to meet the various requirements as set by the state Board of Accountancy, the Certified Financial Planner Board of Standards, and the state Department of Insurance.

Click here to contact G. Marvin Bales, CPA, CFP®, or use the contact form below.

Contact

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