Halcyon Wealth Management Celebrates 3rd Anniversary

Share Article

Halcyon Wealth Management, located in Peachtree City, Georgia, is celebrating its third anniversary. The firm has seen steady growth with the number of clients increasing by 75% during the past year.

News Image
Studies have shown that those with a financial plan in place have a much better chance of staying on track, save more, and feel more confident with their decision-making.

Halcyon Wealth Management, located in Peachtree City, Georgia, is celebrating its third anniversary. The firm has seen steady growth with the number of clients increasing by 75% during the past year. A fee-only financial planning firm, Halcyon Wealth Management was established in March 2012 and serves clients throughout the Atlanta metro area. The owner and solo practitioner, Carol Berger, is pleased with the steady growth.

“Clients want someone they can trust to give them objective advice with no conflicts of interest,” says Berger. “It’s all about what’s in the client’s best interests.”

The firm has seen the most growth in couples either already retired or very near retirement. Berger expects this trend to continue.

“People start to get anxious when they know that one day the paychecks will stop,” she says. “They begin to realize that what they’ve saved must last throughout their lives.” Berger adds, “Studies have shown that those with a financial plan in place have a much better chance of staying on track, save more, and feel more confident with their decision-making.”

While some people may do their own planning, it can also make sense to use a professional.

“Folks don’t realize what all is involved and what a plan includes,” Berger says. “It’s not just about saving money. It’s also about making the right decisions and a financial planner can help you with that.”

Halcyon Wealth Management provides comprehensive financial planning services. The firm also offers an investment management service if a client does not need other planning. Berger can work with someone on a project-type, hourly basis as well.

“I had a young couple in their 30s come to me concerned about cash flow and how best to use discretionary income,” she explains. “After meeting with them and getting a clear picture of their financial situation, I gave them recommendations which included prepaying debt, restructuring some insurance, and changing some investments.”

Berger, who is a Certified Financial Planner™ professional, was with another fee-only firm for almost six years. But she enjoys the flexibility of being on her own. Since she is a solo practitioner with a growing business, she takes care of everything.

“At some point I will have to make the decision to quit accepting new clients,” she feels. “Because I am on my own, I do have more responsibilities. But I don’t ever want to feel like I can’t give my clients the personalized service that they deserve.”

About Halcyon Wealth Management

Halcyon Wealth Management, LLC, was established in 2012 and is a registered investment advisor (RIA) with the state of Georgia. (Registration does not mean that a government agency approves an advisor or reviews their qualifications.) As an RIA, the firm has a fiduciary duty to act in the client’s best interest. The firm provides fee-only financial planning services to individuals and couples – both traditional and non-traditional. Carol Berger, the owner, is a member of the National Association of Personal Financial Advisors (NAPFA). NAPFA is the country’s leading professional association of fee-only financial advisors.

To sign-up for Halycon Wealth Management’s email list, please click here.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Carol Berger
@CarolCBerger
since: 04/2012
Follow >
Halcyon Wealth Management, LLC
since: 04/2012
Like >
Halcyon Wealth Management, LLC

Visit website

Media